Articles
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blog_tags(group.id, 250) = [Retirement & Financial Planning, Market Updates, 401(k) For Employers, Investing, Life in Retirement, Taxes, Social Security, Financial Planning, Insurance, Women in Retirement, Healthcare, IRA, Pensions, 401(k), Estate Planning, 401(k) Approach, Advisor - Allison Scoggin, Advisor - Dan Rausch, Advisor - Darren Dindinger, Advisor - Jeremy Murray, Advisor - Laurie Ingwersen, Advisor - Lynda Tu, Advisor - Michael Coates, Advisor - Renee Nenninger]
all_topics = [Retirement & Financial Planning, Market Updates, 401(k) For Employers, Investing, Life in Retirement, Taxes, Social Security, Financial Planning, Insurance, Women in Retirement, Healthcare, IRA, Pensions, 401(k), Estate Planning, 401(k) Approach, Advisor - Allison Scoggin, Advisor - Dan Rausch, Advisor - Darren Dindinger, Advisor - Jeremy Murray, Advisor - Laurie Ingwersen, Advisor - Lynda Tu, Advisor - Michael Coates, Advisor - Renee Nenninger]
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Retirement & Financial Planning
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Market Updates
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401(k) For Employers
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Investing
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Life in Retirement
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Taxes
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Social Security
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Financial Planning
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Insurance
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Women in Retirement
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Healthcare
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IRA, Pensions, 401(k)
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Estate Planning
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401(k) Approach
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Advisor - Allison Scoggin
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Advisor - Dan Rausch
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Advisor - Darren Dindinger
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Advisor - Jeremy Murray
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Advisor - Laurie Ingwersen
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item = Advisor - Lynda Tu
Advisor - Lynda Tu
item.slug = advisor-lynda-tu -
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Advisor - Michael Coates
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item = Advisor - Renee Nenninger
Advisor - Renee Nenninger
item.slug = advisor-renee-nenninger
5, 4, 3, 2 … Your Retirement Countdown Checklist
When you think back to when you first began working, didn’t retirement seem like it was a lifetime away? Yet, here you are. Every decision you’ve made throughout your life has led you here. We want to make sure retirement is everything you deserve....
April 2019 Market Update
Resulting, and 3 Things to Look For In her bestselling book, Thinking in Bets, Annie Duke, former World Series of Poker champion, refers to a very interesting topic called “resulting.” Resulting is when we observe an outcome and then decide whether...
Overcoming the ‘Investing Gap’ for Women
Take a moment and think of the women in your life. Your mother? Your sister? Your partner or wife? Yourself? And if you were to ask each how they feel about investing, what do you think they’d say? We came across some eye-opening statistics:...
The 4 Goes of International Travel
Think you’ll travel more once you retire? 70% of Americans say they will.1 In many (though certainly not all) ways, traveling today is easier than ever. We assume you’ve got domestic travel covered, so let’s focus on some things to help keep you...
March 2019 Market Update
The Fallacy of Forecasting Markets or the NCAA Tournament Do you follow the NCAA Basketball Tournament? Even if you don’t, it impacts you. An oft-cited report once indicated that the opening week of March Madness (the NCAA Basketball Tournament)...
3 Ways Tax Scammers Are Targeting You
3 ways tax scammers are targeting you Think you can tell a fake IRS notification from a real one? Don’t be too sure. Because while it can be easy to think to yourself, “I would never fall for something like that,” tax scammers still fool smart...
I’ve saved a bunch of money. Are exotic investments better?
Reader’s Question: I’m 58 and I’ve saved a lot of money. I think maybe things like index funds are too simple for me. Should I start looking at more sophisticated or complex investments? ~Doug T. Answer: I get asked this all the time. There’s a...
February 2019 Market Update
Why Some Investments Don’t Work Those of you who own a cell phone or car know that nothing lasts forever. The older we get, the more we may realize that’s also true when it comes to our bodies. But when we get sick or break a bone, while it’s...
Finding your Social Security ‘Sweet Spot’
Do you know exactly how Social Security is going to shape your future? If you don’t, you’re not alone. Social Security has become one of the most confusing and complex parts of retirement. To find your sweet spot, you need to know: The best age to...
4 Key Money Challenges for Women
If you’re a woman, or your partner is female, this edition of the Weekly Update is dedicated to you. That’s because the financial and retirement challenges of women are different than they are for men. I begin with this because of two recent...