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There are a lot of questions about retirement savings and investments.
With regards to savings, you need to know: How much to save (did you know that some people save too much)? How much savings you will you need for retirement? Where should you save? Should you save pre-tax (traditional, SEP & Simple IRAs, 401ks, 403bs, 457s, 529s, HSAs, etc…) or after-tax (Roth IRAs and 401ks)? How do you find more money to save?
And, there are probably even more questions about investments: What should you invest in (stocks, bonds, real estate, funds)? How should your investments change over time? How do your financial values impact your investment strategy? What is the ideal asset allocation for you? What should you do when the market swings wildly?
See below for articles covering the answers to these questions and more.
Monetary retirement investments are critical. Investing in your future health and happiness will pay the important dividends.
You have options for investment advice at different costs and service levels. But, the most popular option may not be the best. Learn why…
Everyone wants to know how much is enough. Here are 10 ways to find out how much savings or income is needed for happiness.
Bond ladders can be used to protect against interest rate risk. Discover what they are and why you would use one to secure your future.
Wall Street news isn’t great: bear market, inflation & more. However, it may be a great opportunity to invest. Explore 12 tips to help you know if it is for you.
Your next 401k statement is going to look different. And, your retirement income projections may be concerning. Find out why.
What is sequence of returns risk? Hint: timing is everything when it comes to withdrawing your savings. Find out how to maximize your retirement income for the long haul.
As with any economic shift, there are winners and losers. See who benefits and who will suffer more from the recent interest rate hike.
Here are 5 quick and easy tips to consider as stocks slide, interest rates rise, and inflation persists.
People often worry about the wrong things. You might be watching the stock market, but other metrics are significantly more important to most.
Stock market corrections are a reality, but that doesn’t make them less painful. Here are 10 tips for weathering these storms.
You may want to help your children or grandchildren financially. If you have the money, here are 9 tips for passing it on. Learn more…
It is a worrisome time to be planning retirement. Explore 9 ways to adjust your plans for an uncertain economy.
While most people do short term consumption smoothing, you really need it for your future financial security.
There are a lot of potential Roth IRA mistakes to be made: 1) Not doing it, 2) Not knowing the rules, 3) Timing, 4) Poor planning, 5) Overlooking spouse… and more!
I scream. You scream. We all scream for… I Bonds. Learn why there is so much excitement for I Bonds and explore the pros and cons of this investment.
Is a retirement bucket strategy right for you? Learn how to calculate your buckets and model them in your financial plan.
The best retirement investments depend entirely on you and your goals. Here are 15 great opportunities for you to consider. Read now!
Behavioral finance can show you how to be happier, wealthier and achieve a better retirement. Explore 16 rules of thumb for a better future.
Steve and Cullen, founder of Orcam Financial Group and Discipline Funds, discuss inflations risk and investing for retirement
Find out why an investment policy statement will keep your financial goals on target and how to get one set up. Learn more now…
Financial advice is often complicated. However, it can be simplified. Browse wisdom for saving, investing, spending and living.
What can the volatility index tell you about the future of the stock market and your own financial security?
Retirement savings programs are improving and most Americans now want to save more. What is a good employer match? How does yours compare?
Take financial wellness into your own hands and do it yourself retirement planning: easy,
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