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How Do I Know If Im Prepared for Retirement?

The age-old adage suggests that you should retire when you can. Retiring “when you can” is different for everyone on an individual basis. For example, pro athletes making millions of dollars a year to play a game most of us play for fun [and for free] can retire whenever they...
Posted On 10 Mar 2016

7 Moves for Retirees to Survive a Market Swoon

There’s nothing like a stock market rout to remind investors how important it is to follow the tenets of sound investing. The past several months have been one such baptism by fire, with Standard & Poor’s 500 Source
Posted On 10 Mar 2016

The Art and Science of Claiming Social Security Benefits

New rules about how you can claim Social Security benefits will take effect on April 30 as a result of the Bipartisan Budget Act of 2015. The changes are intended to close perceived loopholes in the system Source
Posted On 10 Mar 2016

Surprising Things You May Not Know About Retirement

As you advance toward retirement, it’s a good idea to start sharpening the focus of your retirement vision. You need to figure out how you’ll spend your time, what your retirement budget will look like and where Source
Posted On 10 Mar 2016

Making Roth IRA Contributions While Receiving a Pension

My husband and I are retired, but we both receive pensions, and I earned some money last year selling my artwork. Can we make Roth IRA contributions for 2015? See Also 10 Things You Must Know About Roth AccountsYou Source
Posted On 10 Mar 2016

Travel Weight Loss Matter More To Americans Than Nest Egg Savings

When it comes to prioritizing goals, more Americans say that leisure travel and weight loss are more important than increasing their retirement savings. That’s one result from a survey of consumer spending and savings preferences by Source
Posted On 06 Mar 2016

How to Save $1 Million Without Trying

It’s no secret that Americans need to save more. The issue — at least in part — is that saving requires sacrificing some of today’s wants in favor of tomorrow’s needs. A recent analysis by NerdWallet shows an alternative approach: Saving future income. According to the research,...
Posted On 06 Mar 2016

5 Smart Steps Toward Financial Security and Success

By Larry Weiss, CFP, CPA Learn more about Larry on NerdWallet’s Ask an Advisor One of the great honors of working with my clients as a financial advisor is learning about their lives, talents and goals. Of course, I also learn about the simple approaches they use to make sure...
Posted On 06 Mar 2016

How to Unwind a Roth Conversion

I converted my traditional IRA to a Roth in 2015, but my investments have lost a lot of money since then. How do I undo the conversion? Is there a benefit to making the change before I file my Source
Posted On 06 Mar 2016

3 Questions That Reveal Whether Youre Saving Enough for Retirement

What’s your retirement number? Hard to say, isn’t it? Answering that question is akin to planning for a vacation you’ll be taking some 20, 30 or even 40 years from now. You don’t know where it will be, how Source
Posted On 02 Mar 2016