Category: Financial Planning
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Ep. 36: Run Your Retirement Like a Marathon: Lessons in Discipline and Strategy
Is retirement more like a sprint or a marathon? Turns out, it’s definitely a marathon, and the lessons from long-distance running might be exactly what…
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The SECURE Act Is Here! What You Should Know. (before you buy that annuity)
12.30.2019
MNice Investor talked about the possibility of the Stretch IRA going away with passing of the SECURE…
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Year-End Financial Checklist
11.26.2019
Working with families, and having my own, I often use the seasons and holidays as signposts. They…
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Don’t Be Afraid of The HSA This Open Enrollment Season!
11.20.2019
I don’t think it was a coincidence that #HSAAwarenessday occurred right before Open Enrollment, nor was it…
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RIP Stretch IRA (Maybe?)
6.10.2019
What Is a Stretch IRA? When an Individual Retirement Account (IRA) is left to a nonspouse, a…
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I’ll Take Jeopardy, Risk, & Retirement For $1,000, Alex.
5.25.2019
I’ll take Movies In The DirectTV Guide for $500, Alex. The answer: “Two hit men, a boxer, a crime boss,…
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Don’t Miss Your Target
2.8.2019
Moving from a pension-driven retirement to a 401k-driven retirement has not been easy. Because the employee not…
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A Common Mistake Of Overachieving 401k Investors
1.9.2019
It is common knowledge that your company’s 401k match is free money. Unless you are struggling with…