What to Do With Your Old 401(k) When You Switch Jobs
Is a career move on the horizon for you? Don't forget about your 401(k)! Neglecting to roll over your assets is a huge mistake.
How to Get Your Adult Children to Stop Relying on You Financially
Are you still paying your children’s phone bill? Supporting your adult children can decrease your chances of a quality retirement. If it’s time to smoothly cut the cord — follow these 4 steps to ease the process!
What Good Habits Do You Need to Retire Better?
When we ask our clients to describe their ideal retirement, two of the most common responses are “healthy” and “secure.” In fact, there’s a definite psychological connection between how we plan for our money and how we plan for our health.
Amid 2020 Predictions and New Laws, Focus on What You Can Control
Most of the things that the “experts” are warning you to prepare for are things beyond your control. Even while markets and politics go crazy, all you need to do is stick to the plan.
The SECURE Act Has Passed. What Does it Mean for Your Retirement?
New legislation has passed. Discover what has changed and how it could make a major impact on your retirement savings.
Book Recommendations for Early Retirement
This post is mainly to brag: I got quoted in an article on Marketwatch about early retirement! They clipped my book review, so I put the full thing below. Also, it turns out I've read a few of the other books they link, so here's reviews for those ones, too.