Retirement


RoundUp

Money Roundup: How to Avoid an Audit, When to Close a Credit Card Account, and More

Friday, February 3rd, 2012

Of all the great (and crazy!) financial advice floating around out there, here are 10 articles that are worth reading. Don’t Get Audited: The IRS’s Dirty Dozen Red Flags (AOL DailyFinance).  I recently described generosity as An Irrational Financial Act.  Unfortunately, the IRS seems to agree. Claiming an Adult Child as a Dependent on Your ... [Read more]


RoundUp

Money Roundup: Getting Your Dream Job In a Nightmare Economy, Making This a Christmas to Remember, and More

Friday, December 9th, 2011

Another week, another batch of great personal finance articles from around the Web.  Read, learn, and win with money. Your Christmas Gift This Year: Free Job Advice (Main Street).  For many people, all they want for Christmas is a new job.  If that’s you, take advantage of this free help. How to Get Your Dream ... [Read more]


Screen shot 2011-11-15 at 3.43.22 PM

An Easy Way to Estimate Your Retirement Needs

Wednesday, November 16th, 2011

One of the best steps you can take to prepare for your later years is to use a retirement calculator.  Doing so can help you see if you’re on the right path and figure out what, if any, changes you might need to make. On the latest installment of my new video feature, Two-Minute Money ... [Read more]


RoundUp

Money Roundup: How to Stand Out in Your Job Hunt, Make It On One Income, and More

Friday, November 11th, 2011

Every week, I read lots of personal finance articles (hey, it’s less expensive than my former hobby of golf).  Here are 10 of the best I came across over the past week. To Help Boost Retirement Savings, Face the Facts (Financial Planning).  Interesting research about how truly envisioning the future helps us prepare more effectively. ... [Read more]


RoundUp

Money Roundup: Free Financial Planning, Making Halloween Less Financially Scary, and More

Friday, October 7th, 2011

Every week, I pour over lots of personal finance articles so you don’t have to!  Here are 10 that are worth your time. Six Tips to Help Your Kids Become Entrepreneurs (USA TODAY).  Good advice from kid entrepreneurs and their parents. Saving for Retirement or Your Children’s Future (via US News).  A good reminder to ... [Read more]


RoundUp

Friday Roundup: Lessons from the Last Recession, Bills NOT to Automate, and More

Friday, August 19th, 2011

Every week, I read lots of personal finance stories so you don’t have to!  Here are ten of the best, with five from traditional sites and five from blogs. Retirement Savers Who Didn’t Blink Saw Big Gains (via MarketWatch).  I know it’s scary to stay the course when the markets go crazy, but here’s a ... [Read more]


Senior couple on cycle ride

Will You Ever Be Able to Retire?

Wednesday, May 18th, 2011

It used to be that a lot of people were confident they’d be able to retire comfortably one day.  Funny thing was, even in those good old days, far fewer people were actually taking the necessary steps, like saving enough money. Today, things have changed.  More people are facing the fact that they’re behind on ... [Read more]


The Scared-to-Invest Generation

Sunday, November 14th, 2010

The recession has left workers in their 20s and 30s wary of the stock market.  According to the Employee Benefit Research Institute, the percentage of workers between 25 and 35 who say they have saved for their retirement has fallen by over 20 percent in the last decade.  A Newsweek article about the research noted ... [Read more]


How Much Would It Take To Feel Rich?

Monday, August 9th, 2010

CNNMoney.com recently posed that question among a random sample of people and financial advisors.  Most people based their answer on an overarching objective of having enough money so that they would not have to work.  Individuals said that would require anywhere from a couple thousand dollars a month to a billion dollars.  Advisors put the ... [Read more]


Lots of People in Danger of Running Out of Money

Tuesday, July 20th, 2010

Nearly one-half of the oldest Baby Boomers (those ages 56-62) are at risk of not having enough income to pay for basic needs and uninsured healthcare costs during retirement.  That’s the central finding of a new Employee Benefit Research Institute report. The solutions are obvious and have been repeated many times before.  First, run a ... [Read more]