Medicare is a health care system that everyone in America will deal with at some point in their lives, but very few people understand exactly what Medicare is or... Read More
How much should be cash and how much should still be invested in the stock market or other areas? Read More
Nobody plans to run out of money during retirement. Over the decades of our working lives, we tend to either actively plan (and save) for retirement, or hope that... Read More
I am a financial planner by personality and by trade, and though I don’t make a living by reviewing the online tools available to help with retirement planning, I’m... Read More
You’ve worked for decades, diligently put aside money in your company’s 401(k) plan, and now you’re ready to make the leap to retirement. What are your options for that... Read More
One of the more difficult tasks in planning your retirement is getting an accurate view of your ongoing expenses. In fact, once you’ve developed a reasonable sense of how... Read More
You’re getting ready to retire within the next five years. You’ve carefully researched your options for Social Security and your 401(k), and you’ve diligently mapped out how much income... Read More
We’ve had a rough month or so in the stock market, with more ups and downs (or what we call “volatility” in market lingo) than we’ve experienced in the... Read More
This is not a standard list of ages at which you should take specific actions to have a good retirement. You can find that sort of generic list elsewhere... Read More
Are You Ready to Retire?: How to Navigate the Lead-Up to Retirement Bob and Katie Carlson* couldn’t believe the good fortune they’d had in the stock market, and... Read More
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