Protecting Your Finances From Yourself by Rick Kahler The possibility of mental decline is something no one wants to consider, but it certainly does happen. As you build financial resources for old age, it’s also important to take these steps to create safety...
Retirement Budgeting Tips for Fixed-Income Couples by Reader Contributors Budgeting on a fixed retirement income is different than budgeting for families or young employed couples. Use these tips to adjust your new budget to your new lifestyle. Dear Gary,I’m...
Are You Afraid You’ll Outlive Your Savings? by Gary Foreman If you’re afraid you’ll outlive your savings, you’re not alone. It’s the most common fear among retirees. We get expert advice. According to SeniorLiving.org, the most...
What to Do With Your 401k When You Leave Your Job by Roger Wohlner Perhaps you’re retiring or maybe just changing jobs. There are issues to deal with. One of the most important is what to do with your old 401k. Perhaps you are retiring or perhaps you are moving...
Roth Conversions and Recharacterizations by Rick Kahler If you do Roth conversions and recharacterizations the right way, you can reduce your tax bill. Here’s how. In a prior article I covered strategies for when to use Roth IRAs. An additional aspect of a Roth...
Succession Planning for Your Business by Rick Kahler Are you a business owner looking to retire? It’s time to plan how you will make that transition from taking care of your business to having the business take care of you in retirement. Building a successful...
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