"How do I choose long term care insurance?" is question many baby boomers are wondering as they near retirement. This week, I've added a worksheet to the Retirement Answer Library to give you the basics. You can access it here.
Read MoreNot living a healthier life can be costly as you age. USA Today recently reported that the top retirement concern for people over age 50 is healthcare costs. In fact growing older and being unhealthy can be financially disastrous. It just makes sense, to take a proactive approach to investing in your health.
Read MoreAnswer this brief (10 question) reader survey so I can answer YOUR questions and help you deal with retirement issues that matter to YOU.
Read MoreWhat will be the next crisis to shock the markets? Syria? ISIL? Terrorist attack? Inflation? HYPER inflation???? How are you supposed to invest wisely for retirement with the world in such a mess?
Read MoreMost of us are in careers that we were trained to do. Not careers that centered on our talents. After college, we start work and our careers generally progress on their own without much intentional direction from us. If you're in your 50s and this fits you, it's not too late to begin to pivot your career towards something you have natural talents for. In this episode, Career Pivot's Marc Miller outlines how to start your pivot.
Read MoreWouldn't it be great to learn about retirement from those that have retired successfully? Here's your chance. Today at FinCon, the National Conference for Money Media, moneytips.com is releasing the book, The Retiree Next Door. The best part is you can get it for free.
Read MoreIn my 23 years of marriage, there were times my wife and I drifted apart. It's easy to do. Work, kids, hobbies, etc. just make life hectic at times. We eventually learned to be intentional about nurturing our marriage. Jackie Bledsoe has had the same experience. In this episode, we discuss how to best invest in your marriage.
Read MoreAccording to the Bureau of Labor Statistics, "...baby boomers held an average of 11.3 jobs from ages 18 to 46." It's likely you've accumulated various retirement accounts throughout your career. A common question I get is "Can I rollover my (Insert type of account) to my IRA?"
Read MoreTaxes suck. They erode away your income, savings and investments. One strategy to maximize your retirement savings is to convert your IRA to a ROTH IRA. ROTH IRAs are a powerful tool to help you do this but there are lots of tax and planning issues to consider first.
Read MoreStressed about planning for retirement??? You're not alone. Most of us (including me) freak out when we look at what it could take to provide for our family in retirement. Don't believe all the statistics; you can take control.
Read MoreIn this episode I'll explore the problems with setting retirement goals and offer a better way to plan.
Read MoreIf you chose to invest in real estate as part of your retirement plan, you better understand what you're signing up for.
Read MoreLast week, it took me 3 days to find a car title. My records are a mess. It's embarrassing. I work so hard to help keep my clients' financial lives in order and neglect my own record keeping.
Read More"How Much Do I Need to Retire?" is the question a lot of us are afraid to ask. We're afraid because we think the "number" we'll be told to save will be impossible to achieve.
Read MoreTonight I'll be joining the folks over at the Money Mastermind Show to discuss How much you need to retire.
Read MoreIs the stock market correction here? In the last week of July, the S&P 500 index lost 2.7%. The worst weekly loss in over two years. It didn't take long for the sensationalist headlines to pop up.
Read MorePoor planning or a big loss during retirement can ruin your financial security. In this episode, I discuss the most common retirement "screw ups" I've seen and how you work to avoid them.
Read MoreThis week I speak with Burt White, Chief Investment Officer of LPL Financial. Burt and I discuss LPL's mid-year outlook titled The Investor's Almanac.
Read MoreI talk to a lot of people about retirement. Not only clients but most everyone I meet over age 50. I'll always ask them what their #1 thought is on retirement. I've learned a lot from this exercise. The most important thing I've learned is that people worry about retirement....a lot!
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