How Can You Use Retirement Savings Early?

When you’re strapped for cash, you might consider drawing money from your retirement savings fund. However, retirement plans vary greatly in terms of fees, rules and tax liability for early withdrawals. Here’s an overview ...

Preparing for Retirement: Roth IRA vs. 401(k)

Retirement may seem like a long way away, but time moves quickly and it could be here before you know it. That’s why it’s important to establish a lucrative, reliable retirement savings and investment solution now. The most ...

The Financial Impact of the Loss of a Spouse on Your Retirement

The loss of a spouse is life-changing on numerous levels, including your financial planning. The future you saved years for will be different from what you envisioned, but there are financial opportunities to support you after ...

What You Should Know About Setting Up Beneficiaries for Your Accounts

No matter the state of your finances, it’s important to think about what will happen to your accounts if you pass away unexpectedly. After all, this could have a major impact on the well-being of your family. One of the things ...

The Financial Accounts Everyone Should Consider

Diving into the choppy waters of financial planning can feel intimidating, especially when you realize just how many types of accounts there are. Thankfully, many experts agree that there are a few accounts everybody should consider ...

Give Your Retirement Portfolio a Boost

If your retirement portfolio needs a jump, either because you got into the savings game late or because the economic strain of COVID-19 put a dent in your existing savings, you’ve got options. Even if you are between 55 and ...

Give Your Retirement Portfolio a Boost

If your retirement portfolio needs a jump, either because you got into the savings game late or because the economic strain of COVID-19 put a dent in your existing savings, you’ve got options. Even if you are between 55 and ...

When to Crack into Your Retirement Savings Early

While it’s usually best to avoid withdrawing from your retirement funds early, there are a few special situations when it can be advantageous to do so. Discover which scenarios might legitimize this transaction and learn how ...

Should Having Children Change Your Retirement Savings Priorities?

If you have children, chances are you want to help them pay for some portion of their university tuition. Although it might be tempting to focus on building your child’s education fund above your retirement fund, it’s not ...

How to Transfer Retirement Savings If You Die

When people think about retirement, their top concern is usually whether they will have enough money to live comfortably. Unfortunately, though understandably, they often forget about their eventual death, but building retirement ...