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Category: Retirement

Qualities to Look for in a Financial Advisor

Many do-it-yourself investors eventually reach a point where they need or want a financial advisor. Here's how to find a good fit for you.
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The Positives – and Perils – of “Back-Door” Roth IRA Contributions

If you’re a high-income earner, contributing to a Roth IRA may appear to be off-limits because of the government's income-level restrictions. But that's not true.
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June Sightings

Sighting: A mild recession, a not-so-mild bear market? Recession fears resurfaced at the end of 2018 as a combination of negative data surprises, communication blunders by the Fed, slowing growth overseas, and rising
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Do Not Covet What Thy Facebook Friends Have, and Other Points to Ponder

Do not covet what thy Facebook friends have “Spending is not the enemy, but when we allow social pressure or other forces to lure us into spending beyond our means, it can impact long-term financial stability and become a
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Rethinking the Roth 401(k)

The conventional wisdom about who should use a Roth 401(k) may be scaring away some people who would benefit from a Roth.
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What You Don’t Know (About Social Security Retirement Benefits) CAN Hurt You

Older Americans — including current and future retirees — appear to have quite a lack of knowledge about Social Security.
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Gaps Between Retirement Confidence and Preparedness Persist

The number of today's workers who are confident they'll enjoy a secure, comfortable retirement continues to be at odds with their actual preparedness.
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SMI on the Radio: Which Kind of IRA Is Best for You? (audio and transcript)

The Roth-vs.-traditional playing field is more level than it may seem. 
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Transferring Your Wealth to the Next Stewards

“Fortunes tend to self-destruction by destroying those who inherit them” — so said Henry Ford. How can you help ensure that the inheritance you leave is a blessing, not a curse?
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Making Sense of Your IRA Options

An Individual Retirement Account is a great tool for building savings. But rules related to eligibility, account types, and "rollovers" can be confusing. We sort them all out for you.
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