Retirement Planning

Let’s be honest: Saving and investing may be necessary, but it often feels like a hassle. But both are much more rewarding when you think of it as more than just spreading your money across different asset classes, such as stocks and bonds, to fund an un-guaranteed distant future. We’re…

New $53 billion retirement bill included in the spending bill that passed Congress. It is currently awaiting the signature of the president. This retirement bill is nestled inside the $1.7 trillion bill that has been hotly debated by both parties. There are some significant changes to the private retirement system. …

There are alligators, snakes and hurricanes, but also some lesser-known realities about living in the Sunshine State. As I write this story; a once-in-a-century blizzard pummels much of the country. Southwest Airlines has canceled 70% of its flights, leaving thousands of travelers stranded. And 57 people have died. I wouldn’t…

Should bucket two exist? — The bucket strategy divides your retirement savings into three buckets. Short term — for immediate spending Mid term — for the chance at small growth with minimal risk (really) Long term — for the long haul The idea is to create freedom/independence: From market volatility in your day to say…

I don’t have enough money… There’s never enough or too much when it comes to money. Our society creates a FALSE expectation that spending is good. We often falls into their traps through fancy promotions, discounts, and feeding us the dream of making us feel better. In reality, after purchasing…