Retirement Planning

32 Mostly Unbreakable Rules of Personal Finance 32 Mostly Unbreakable Rules of Personal Finance

Managing money can seem complicated. Personal finance Rules make navigating your choices simpler. ..
Don’t Make This Fixed Income Mistake Don’t Make This Fixed Income Mistake

This investment is not the right move...The post Don’t Make This Fixed Income Mistake appeared..
Making Sense of Financial Jargon: 15 Key Financial Terms to Know to Plan a Successful Future Making Sense of Financial Jargon: 15 Key Financial Terms to Know to Plan a Successful Future

Here are a few commonly misunderstood financial terms across investments, taxes, insurance,..
How to Breakthrough the Top 3 Mental Roadblocks to Retirement Success How to Breakthrough the Top 3 Mental Roadblocks to Retirement Success

You need a retirement plan even if you don't want one. Here are 3 tips for overcoming the mental..
Safety Net Kept You Safe From Dividend Cuts in 2023 Safety Net Kept You Safe From Dividend Cuts in 2023

Do you feel safe? You should!The post Safety Net Kept You Safe From Dividend Cuts in 2023 appeared..
Luck Is More Important Than Talent and Hard Work For Financial Success: Explore 10 Ways To Get.. Luck Is More Important Than Talent and Hard Work For Financial Success: Explore 10 Ways To Get..

The research is clear, luck is more important to success than hard work and intelligence. Find out..
Estimates for Your 2023 Data Are Now Available in the NewRetirement Planner Estimates for Your 2023 Data Are Now Available in the NewRetirement Planner

The NewRetirement Planner now shows an estimate for your 2023 year-end numbers. The 2023 values are ..
Is Altria Group a “Buy” at Current Prices? Is Altria Group a “Buy” at Current Prices?

Can this stock survive much longer?The post Is Altria Group a “Buy” at Current Prices? appeared..
Japan Trip Planning Summer 2024 Japan Trip Planning Summer 2024

Hey everyone! Have you been to Japan? We visited in 2010 and had a fantastic time. It was our last..
The Cigna Group: Another Earnings Beat for This Growth Machine? The Cigna Group: Another Earnings Beat for This Growth Machine?

What’s NOT to like about this company?The post The Cigna Group: Another Earnings Beat for This..
29 Early Retirement Tips, Strategies, Tricks, & Hacks 29 Early Retirement Tips, Strategies, Tricks, & Hacks

Early retirement does not need to be a dream. Make it your reality with these tips, tricks and..
Economic Viewpoint: Is College Still Worth the Cost of Tuition? Economic Viewpoint: Is College Still Worth the Cost of Tuition?

Are college costs worth it? A degree promises higher earnings, but not always more lifetime wealth. ..
PEAK Stock: How Healthy Is This 5.9% Yield? PEAK Stock: How Healthy Is This 5.9% Yield?

This healthcare REIT yields 5.9%. But can investors rely on the $0.30 per share quarterly dividend..
Washington, D.C. Trip Report Washington, D.C. Trip Report

Hey Everyone! I’m back from a brief vacation. We went to Washington DC for a family reunion with my ..
What is a Health Savings Account (HSA)? And, Why It’s a Great Retirement Savings Option What is a Health Savings Account (HSA)? And, Why It’s a Great Retirement Savings Option

What is a Health Savings Account? Explore 4 ways it saves you money and why you might want to use..
Ignore the Noise When a Bull Market Is at Your Door Ignore the Noise When a Bull Market Is at Your Door

Don’t listen to the doom and gloomers out there. Listen to the prices.The post Ignore the Noise..
Student Loan Forgiveness Is Back! Student Loan Forgiveness Is Back!

Do you have student loans? Are you having difficulties paying it back? Back in August 2022, the..
Quality Growth Company Meets Value With IBKR Stock Quality Growth Company Meets Value With IBKR Stock

Buy quality growth companies at reasonable prices, and you will do well over time as an investor..
What is Estate Planning and How Can It Help You? What is Estate Planning and How Can It Help You?

Wealth planning is the process of accumulating, managing, preserving, and transferring assets while ..
What Are the Most Common Estate Planning Goals for Married Couples? What Are the Most Common Estate Planning Goals for Married Couples?

This article discusses eight common estate planning objectives for married couples including..
Creating a Comprehensive Estate Plan: What You Need to Know Creating a Comprehensive Estate Plan: What You Need to Know

Creating an estate plan is an important step in ensuring that your wishes are carried out and that..
The Essential Components of Estate Planning The Essential Components of Estate Planning

Estate planning is an important process for everyone, regardless of age or wealth. Learn about the..
What Estate Expenses are Deductible? A Comprehensive Guide What Estate Expenses are Deductible? A Comprehensive Guide

Learn about deductible estate expenses such as storage and maintenance costs, brokerage fees for..
The Three Essential Elements of an Estate Plan The Three Essential Elements of an Estate Plan

Estate planning is an important part of ensuring that your assets are passed on to your heirs in..
The Most Important Decision in Estate Planning: A Comprehensive Guide The Most Important Decision in Estate Planning: A Comprehensive Guide

This article provides an overview of key decisions needed when creating an estate plan including..
The Benefits of Estate Planning: 10 Reasons to Create an Estate Plan The Benefits of Estate Planning: 10 Reasons to Create an Estate Plan

Estate planning is an important part of ensuring that your assets and loved ones are taken care of..
What is Estate Planning and Why is it Important? What is Estate Planning and Why is it Important?

Estate planning is an essential part of ensuring that your assets are managed and distributed..
What Expenses Can Be Deducted on Estate 1041? What Expenses Can Be Deducted on Estate 1041?

Learn about deductible expenses on Form 1041 tax returns for estates and trusts, including..
How does the 4% retirement rule work? How does the 4% retirement rule work?

A commonly used rule of thumb for retirement spending is known as the 4% rule. In subsequent years, ..
Best Energy Stocks to Invest In Best Energy Stocks to Invest In

If you want to be a successful investor, you're going to need long-term exposure to the energy..
Make Friends with Your Future Self to Achieve the Life You Want Make Friends with Your Future Self to Achieve the Life You Want

Making friends with your future self may seem odd. However, it is a really good way to get the life ..
How to Reduce Investing Risk With Options Trading How to Reduce Investing Risk With Options Trading

Many people trade options incorrectly. But here’s how you can reduce investing risk with options..
Can Camping World Keep Paying an 11.6% Dividend? Can Camping World Keep Paying an 11.6% Dividend?

Recreational vehicles certainly had their moment during the pandemic. But can Camping World..
Freeport-McMoRan’s Value Buoyed by Growing Copper Demand Freeport-McMoRan’s Value Buoyed by Growing Copper Demand

This miner has a lot to gain from long-term rising copper prices.The post Freeport-McMoRan’s Value..
How Much Money Do People Retire With on Average? How Much Money Do People Retire With on Average?

Do you know how much money you'll need to retire? It's important to understand the average..
What is the average 401k balance for a 65 year old? What is the average 401k balance for a 65 year old?

The most common retirement age in the United States,. He's 62 years old, so it's not surprising to..
How Much Money Do You Need to Retire Comfortably? How Much Money Do You Need to Retire Comfortably?

Retirement planning is an important part of financial planning. Learn how much money you need for..
Retirement Planning: Understanding the 4% Rule Retirement Planning: Understanding the 4% Rule

The 4% rule is a popular guideline used to determine how much money you can comfortably spend each..
Saving Goals Calculator: A Comprehensive Overview Saving Goals Calculator: A Comprehensive Overview

Learn about saving goals calculators and how they can help you reach your retirement goals.
Organizing Your Financial Documents: A Retirement Planning Checklist Organizing Your Financial Documents: A Retirement Planning Checklist

Organizing your financial documents is an important step in preparing for retirement. Learn how to..