05 Dec
December 05, 2018

Which is a better way to save for retirement—in a traditional or Roth retirement account? At a glance, it may be difficult to know which savings option makes the most sense. Choosing the best account for your stage in life and tax bracket can impact your future account balances at retirement.

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28 Nov
November 28, 2018

Recently I encouraged a female family member, a new college graduate, to take advantage of her employer’s retirement plan at her first “real” job. She responded that her future husband would take care of that. Note that she was single at the time of our conversation!

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04 Oct
October 04, 2018

When people think of retirement, obvious things come to mind: Did I save enough to be able to achieve my goals in retirement?  How much am I able to spend?  What happens if we experience another recession?  Although those are very important considerations, few take the time to examine their emotional well-being and how it will affect their daily life/routine when they retire.

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01 Oct
October 01, 2018

Social Security plays a key role in many Americans’ retirement plans. Understanding the benefits available in different situations is important, especially for women. According to the Social Security Administration, the median earnings for women are approximately 80% of men’s earnings.

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