Category: Retirement
What is a fiduciary?
Written by: Rick Orford
A fiduciary is someone who has the responsibility of managing, holding or administering money or property for another person, known as the principal. Fiduciaries are responsible …
What are annuities & are they worth investing in?
Written by: Rick Orford
It is important to understand the basics of annuities before you make any decision about their worth. Annuity rates are currently very low, and as such, …
Employer-sponsored retirement plans: What you need to know
Written by: Rick Orford
If you’re an employee, you know that saving for retirement can be a challenge. Saving money is difficult, especially if you aren’t sure where to place …
7 retirement mistakes you need to avoid
Written by: Matt Wiley
Do you want your retirement dreams come true? The choices you make now could affect whether your retirement dreams come true. Research suggests people who work with …
Should you buy a house after you retire?
Written by: Andrew Whytock
Buying a house is a large investment, no matter how old you are. If you’re considering buying a house at 65 years old, you should first …
How to become a 401(k) millionaire
Written by: Stephanie Colestock
The number of 401(k) and IRA millionaires reached an all-time high in the first quarter of 2021, according to Fidelity Investments. Retirement account balances have been …
The retiree’s guide to smart spending & saving
Written by: Doug Milnes
Congrats! You’ve retired. Now it’s time to ensure you can live comfortably without getting a regular paycheck. Handling finances as you settle into retirement …
How to find a financial planner
Written by: Rick Orford
Finding a good financial planner can be difficult. Financial planners are professionals who specialize in helping individuals manage their finances. They guide investments, retirement plans, insurance, …
Retirement planning calculators you need to try
Written by: Rick Orford
Retirement calculators can help us plan and prepare for retirement even when there are many years to go. These online calculators are invaluable tools to determine …
Financial planner vs retirement planner: What’s the difference?
Written by: Rick Orford
Figuring out when to retire can be tricky. You want to make sure you have enough money saved up, but you also don’t want to retire …
Your ultimate guide to Social Security
Written by: Doug Milnes
As you toil away at your job in your 20s, 30s and 40s, you may not be thinking about the financial safety net you’re quietly …
27 ways to make money online this month
Written by: Bob Ciura
Have you ever spent hours watching YouTube videos online? Scrolled through various websites for research purposes? Played video games for hours on end? Had dance party …
How to survive (& thrive) if you’re cash poor in retirement
Written by: Ryan Luke
You’re likely stuck on a fixed income from your retirement account or Social Security, which does not leave very much room for sudden expenses like a …
Is your state one of the best for retirement?
Written by: Kaitlyn Farley
You’ve finally done it: You’ve hung up your apron, put the keyboard away or tossed your uniform straight in the trash. You’ve retired … or are …
Planning for retirement: How to get started
Written by: Rick Orford
Retirement planning can help you to make decisions in the present that will have an effect on your future financial security, as well as provide for your retirement needs. Planning now can help you to retire confidently and with peace of mind knowing your needs are going to be met when you’re ready to enjoy your golden years and that your financial future is secure.
