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Three Retirement Accounts for Freelancers (and Small Business Owners, Too)
There have never been more opportunities for industrious workers to make their careers out of independent freelancing. It’s an attractive option that holds many benefits for skilled workers who enjoy the freedom of being their own boss. Along with the various benefits...
15 Excellent Retirement Quotes And Sayings
As you prepare to say goodbye to work, there are some excellent retirement quotes and sayings that can get you inspired to say hello to your new beginning. Here are a few of our favorite quotes with explanations of how the sayings relate to retirement. “Different...
3 Common Retirement Fears (And How To Overcome Them)
It is impossible to know how the new phase of retirement is going to feel and how deeply it will affect you—until it happens. I want share some of the common fears people have about the process of retiring, so we can prepare for them both financially and...
To Save for Retirement or to Pay Down Student Loans?
What are the first three things you think of when you hear the word millennials? iPhones, Chipotle, Facebook? There may be a few other good answers, and one I’d like to suggest is the term student debt. Combinations of rising tuition, souring job opportunities and...
Retirement and Estate Planning: The Basics
Why is estate planning important for retirees? How can you best prepare for a meeting with an estate planner? How does estate planning benefit retirees in the short and long term? To learn more about estate planning, we interviewed Marilyn S. Yee, an attorney in...
5 Things You Can Do With Your IRA Account
An IRA account can be very flexible in addressing your retirement income needs. Many types of accounts have high fees for modifying your money before it matures and can have heavy restrictions on how you can use it, which can be frustrating for something sudden like a...
Is contributing the maximum in my 401(k) the best decision for my retirement?
A common retirement question we often hear is, “should I contribute the maximum in my 401(k) account?” You might already know that the current annual limit for your 401(k) is $18,000 (or $24,000 if you’re 50 or older). And no doubt you are taking advantage of...
10 Uncommon Retirement Plans
Retirement. All those years and preparation and you can finally relax. But after a few weeks, you realize that spending Monday through Friday at the office took up a lot of your time, and now you need a new way to fulfill yourself. Don’t fret! This is the point in...
Retirement Planning In Orange County: How much is enough?
The natural question in retirement planning that you want to ask is, “How much is enough?” Especially here in Orange County. How can you ensure that you have put enough away to safely retire in the place that you love to live? The answer depends on a lot of factors,...
What is the difference between a Roth IRA and a Traditional IRA?
Surprisingly, basic information can be the difference between a happy retirement and a stressful one. The difference between a Roth and a Traditional IRA is that rather than being tax-deferred, as is the case with a traditional IRA, withdrawals from a Roth account are...
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