As a professional retirement planner, I go through the process of retiring approximately 12 times a year with my clients. I see firsthand the process and hazards that families deal with as they shift from working for a living to living off their retirement. Here is a list of things to avoid as you consider …
retirement income
Should I roll over my 401(k)? Six questions to ask yourself
Should I roll over my 401(k)? Six questions to ask yourself If you are thinking about leaving your long-time employer and wondering about whether to move your retirement savings away from their retirement plan, there are a few things to consider. Saving into a company-sponsored retirement plan like a 401(k) or a 403(b) is a …
Should I roll over my 401(k)? Six questions to ask yourselfRead More
5 places to get retirement income
For many families, the entire point of saving for retirement is to create an “income engine” that produces income to pay for life in retirement after the wages stop. But creating that engine can be tricky because of how hard it is to answer the following questions: How long will you need the money? How …
