Skip to content

Articles

group.id = 109147514443
blog_topics(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]
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]

Fixing Common 401(k) Mistakes

5 things savvy participants should do. Nationwide, there are over 50 million people participating in a 401(k) plan. [1] Does that include you? We hear from a lot of folks, usually callers to Money Matters, our long-running financial topic radio...

Reader's Question: We’ve been forced to retire! What should we do?

Reader’s Question: After nearly 30 years, my 59-year old wife’s employer laid her off. I’m 61, and, because of a car accident, have been on disability since late last year. On the good side, we’ve saved almost $400,000 in our retirement accounts,...

3 Dangers of Chasing Dividends

Are you chasing dividends? I recently reviewed the investment allocation of someone whose broker had passed away. Almost all of the stocks she owned were in older, “name-brand” companies that paid a dividend. At first glance, these were household...

Reader's Question: We're retiring! What's our healthcare going to cost?

Reader’s Question: My wife and I are both 63 and are going to retire in 14 months. Our biggest worry is healthcare. I used to think that Medicare paid everything. Boy was I wrong! Can you please give us an estimate of the expenses, and some...

3 Surprising "Year One" Retirement Trends

Most of our clients can probably remember why and when they first called us. That’s because, even though we recommend you begin working with an advisor 3-5 years before you retire, there are some key moments in life, things many people go through or...

Women, Their Partners in Retirement

What you need to know, what you should do. While the financial needs of modern retirees continue to evolve, probably no group faces more challenges than women. Here are two facts that make retirement for women more expensive (than it is for men),...

4 Ways to Fund Both College and Retirement

How borrowing from your retirement accounts hurts everyone. Are you on the hook for college tuition? Just about everyone understands that it’s expensive. What many people don’t plan for, however, is how they’re going to pay for it once they’ve...

Reader’s Question: Is life insurance a good investment?

Question: I’m 62 and about to retire. Should I keep my term life insurance, or should I invest in a permanent life insurance policy? Scott Hanson: I really like this question because it speaks to a lot of the people I meet who are on the brink of...

The 2 Thieves of Retirement Income

Easy-to-Ignore Considerations that Could Cost You a Lot of Money How much income will you need once you retire? Our clients who are reading this know that answering that question takes some digging. That’s because we work with quite a few people who...

3 Keys for Volunteering During Retirement

A step-by-step plan for finding good fits for you. Have you ever volunteered? I meet with a lot of recent retirees who are passionate about their charity work. In fact, it inspires me to hear about the joy it brings them. So who’s volunteering, and...

==> module.form_section.content length = 204