Retirement
Most Seniors Will Need Long-Term Care. Here’s How to Save for It.
Picture this: 80% of homes in your neighborhood vulnerable to storm damage, yet less than 4% insured. A striking parallel to the unpreparedness in long-term care for Americans. A 2021…
Read MoreInvesting a measly $100 per week can turn into a nest egg topping $1.1M by retirement — but you need to start at age 25. Here are 5 dead-simple ‘catch-up’ tactics for older Americans
According to the Milken Institute, beginning to invest for retirement at age 25 by saving $100 a week can yield $1.1 million by age 65, assuming a 7% annual return.…
Read More4 Dangerous Assumptions That Could Hurt Your Retirement Plan
Remember Felix from ‘The Odd Couple’ teaching us to ‘never assume’? Well, when it comes to retirement planning, it’s no laughing matter. Incorrect assumptions can spell trouble down the road.…
Read More10 Nasty Surprises That Could Ruin Your Retirement
Despite your diligent retirement planning, potential pitfalls lie ahead. While you may feel secure in your preparation and budgeting, lurking surprises have the potential to disrupt even the most carefully…
Read MoreHere’s What a $5 Million Retirement Looks Like in America
Retirement tranquility seems to be elusive, yet $5 million could provide a semblance of security. Nevertheless, this substantial sum is a rarity, with most Americans falling far short in their…
Read MoreNew Tax Rules Can Save You Thousands on Home Renovations
Through a federal program initiated by the Inflation Reduction Act, homeowners can anticipate saving thousands on upgrades. Ranging from individual items to significant energy reduction projects, these rebates underscore the…
Read MoreI’ve Been a Retirement Planner for 17 Years—Here Are the 18 Biggest Mistakes Most People Make
With about 80% of financial planning focusing on optimizing earnings, enhancing savings, and effective budgeting, the prospect of a satisfying and healthy retirement is achievable—provided you steer clear of typical…
Read MoreFinding a financial adviser is like dating — you don’t need to stick with the first person you meet
Similar to relationships, the first choice might not be the perfect match. This week’s retirement tip underscores the importance of thorough research and assessing compatibility with your adviser, leveraging specialized…
Read MoreThe five biggest things that confuse Americans about retirement
A new survey by Charles Schwab reveals that Americans aim for a $1.8 million retirement fund, but many lack clarity on savings targets and investment strategies. This survey underscores the…
Read MoreThis janitor in Vermont built an $8M fortune without anyone around him knowing. Here are the 2 simple techniques that made Ronald Read rich — and can do the same for you
As skeptics ponder the simplicity, the story of Ronald Read—an unassuming Vermont retiree—stands as a testament to the power of ordinary, masterfully executed actions. His unremarkable life belied an astonishing…
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