Social Security Basics You Need to Know: Common Questions Answered
One of the most important financial decisions you make could mean thousands more dollars of income in retirement. How and when you claim Social Security could completely change your retirement...
View ArticleHow Your Home Can Create Retirement Income
Home equity may be the biggest asset you own. Many people prefer not to include their home as part of their cash flow plan in retirement, but we’re living longer and retirement is getting more...
View ArticleWhat Happens to Your 401(k) & IRA at Retirement?
You’ve been saving to your workplace retirement account for your entire career. Are you about to shatter that retirement nest egg when you punch the clock for the very last time? Joe Anderson, CFP® and...
View ArticleFinancial Planning at Every Age: Retirement Planning for Millennials, Gen-X &...
Whether you’re a Millennial just getting started, a Gen-Xer juggling life’s competing demands, or a Baby Boomer eyeing the finish line, the stakes are high when creating financial security for your...
View ArticleRetirement Sabotage! 12 Post-Retirement Money Mistakes to Avoid
Inflation, required minimum distributions, asset allocation, stock market declines, Social Security and Medicare, long-term care and estate planning are important considerations when it comes to...
View ArticleIs There a Formula for Retirement?
There are financial formulas to live by, and others that can absolutely derail your retirement dreams! Discover which retirement formulas and rules of thumb may be your golden ticket, and which are...
View ArticleRetirement Pop Quiz: 18 Questions to Get You Ready to Retire
Are you ready for retirement? In this episode of Your Money, Your Wealth®, Joe Anderson, CFP® and Big Al Clopine, CPA test your knowledge with this 18-question pop quiz and they provide actions you can...
View ArticleRetirement Rebound: 5 Plays to Help You Score a Comeback
A retirement strategy is like a basketball game: you want every single shot you take to be nothing but net, but sometimes you miss, and you need a Retirement Rebound. Joe Anderson, CFP® and Big Al...
View ArticleRecipe for Retirement | Retirement Plans Explained
When cooking up your favorite Italian dish, the most common ingredient is pasta, and there are 350 different types. But what about your retirement recipe? The most important ingredient is the...
View ArticleYour 11 Step Path to Financial Freedom
Only about one in ten Americans are living their definition of financial freedom: living debt-free, living comfortably, not having to work, or being rich. Too many of us fall short of financial freedom...
View ArticleHow to Break Through Retirement Barriers
What obstacles stand in the way of your retirement? If you’re like most of us, too many to count! Not having a formal plan, overspending, and not having retirement savings are the top 3 for most...
View Article10 Big Retirement Regrets to Avoid (Before It’s Too Late)
Have you ever heard the term “no regrets”? It’s a good way to live your life. Unfortunately, retirees have plenty of regrets. Joe Anderson, CFP®, and Big Al Clopine, CPA show you how to avoid the...
View ArticleWill Your Money Last Through Retirement?
How much money will you need to have saved by the time you retire? It’s probably more than you think, and many factors impact whether your retirement savings will last as long as you do. Find out from...
View ArticleEscape These 11 Tax Traps and You’ll Save in Retirement
So many different IRS rules can cause you to pay more taxes than necessary on required minimum distributions, Social Security and Medicare, long-term capital gains, your investments, and more. Joe...
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