Retirement, Retirees

It’s been said that owning a home is realizing the American Dream. But what most homeowners really dream about is the day their mortgage is finally paid off! The financial benefits of not having a mortgage in retirement are hardREAD MORE

One of the best things about retirement is freedom. Without the shackles of work weighing you down, you can choose how to spend your day, and where you’ll spend it. One of those freedoms is where to live. But despiteREAD MORE

We were recently asked to help someone who had a very unusual problem with her 401(k). While the combination of problems was unusual, the situation illustrated several common mistakes people make. In this case, the combination of mistakes compounded intoREAD MORE

A happy, healthy retirement can last many years, and if you’re like most retirees, you want to live self-sufficiently in your own home for as many of those years as possible. As time goes on, keeping up with daily choresREAD MORE

When changing jobs or retiring, one important decision you will face is what to do with your employer’s retirement plan (401(k), 403(b), pension, SIMPLE or SEP IRA, etc.). In most cases a 401(k) to IRA rollover makes the most sense,READ MORE