When I was a kid, there was always a certain allure to the "Grab bag" — the mysterious bag-o-stuff that didn't reveal its contents until after you bought it. As an avid young football card collector, I recall bouts of
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Many couples arrive at the "empty nest" years short on retirement savings. But here’s the good news: this phase of life offers the opportunity to make unprecedented progress on your savings goals, while still enjoying life
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Each December, we offer planning suggestions for the year ahead. But this isn’t meant to be a one-size-fits-all list. It’s up to you to take our broad collection of ideas and narrow them down to your personal “Top 10” for
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A 401(k) plan account is a tax-advantaged investment vehicle designed for the long haul. Setting money aside paycheck-by-paycheck, year-after-year, a worker steadily builds retirement savings. Sometimes this is accelerated
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This year marks the 40th anniversary of the 401(k) retirement savings account. Well, technically, it’s the 40th anniversary of the Revenue Act of 1978, which is what made such accounts possible, with section 401(k) of the
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Six months ago, SMI Advisory Services announced that professional management of individual accounts using the SMI strategies was being offered for the first time. SMI members responded
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Rising and Falling Uncertainty
Worries abound, from Chinese trade wars…to midterm campaign-related uncertainty…. [But] I’ve crunched data since long before PCs arrived, [so I know that] the Standard & Poor’s 500 index has
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Moving retirement money from a Traditional IRA, 401(k), 403(b), or other tax-deferred account to a Roth IRA is a bit like refinancing a home mortgage: you get long-term benefits, but only if you’re willing to bear
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July 10, 2018
Chris Toadvine
Did you know that according to the National Center for Health Statistics, the average 65-year-old man today can expect to live at least 18 more years, while his similarly aged wife can expect to live more than 20 more
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It’s the paramount question of every retiree: Will my lifetime savings be enough to last through the years ahead? That question is easier to answer than ever before, with help from MoneyGuidePro®, the
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