Getting Financially Fit for Retirement at 50
When you turn 50, retirement starts to seem less abstract. In terms of retirement planning, a 50th birthday can act as a wake-up call. It may offer a powerful reminder […]
Fall Financial Reminders
As every calendar year ends, the window slowly closes on a set of financial opportunities. Here are several you might want to explore before 2015 arrives: Don’t forget that IRA […]
Bond Funds and Interest Rates: What You Should Know
This is an excerpt from an article by Anthony A. Saccaro, ChFC, published on Friday, October 11, 2013 in the following newspapers: Pasadena Star-News, Whittier Daily News, San Gabriel Valley […]
Prioritizing Your Retirement Needs – Part I
When you take the time to ponder your retirement picture, how much do you see and how well-focused is the image? A comprehensive retirement plan is, in a manner of […]
Stay Away from My 401(k)
It is no secret that our country’s federal deficit is quite steep, but is retirement savings the correct place to look for money to reduce this problem? Currently, Congress is […]
New Rules for IRAs – What You Need to Know
This January brings with it some new rules taking effect to govern IRAs. According to a study funded by Green IRA, 41%, or 64.8 million households in the United States own […]
Borrowing from Your 401(k): A Financial Sin
When we put money into our retirement accounts we do so for a specific purpose: retirement. All the money you have funneled into your 401(k) is supposed to buy you […]
401(k) Fees: Critical Turning Point This November
November often acts as a transition into many things: the holiday season, end of the year preparations, and winter’s arrival. This November signaled another transition for employees with a 401(k) […]
The Why, When and How of Consolidating Your Retirement Accounts
Consolidate: to combine separate items or scattered material into a single whole or mass. The definition makes consolidation seem tidy, productive and even a bit powerful. With all those good […]
How to Take Advantage of Your 401(k)
So, you’ve been saving for retirement for years, perhaps spending your entire career penny-pinching and saving every morsel you can, hoping to live out your later years in a stress-free, […]