Recently came across this article about the study released by Fidelity on 401(k) Millionaires. Since we advise our clients on their 401(k) plans and how to maximize this benefit, wanted to share some thoughts… This article discusses the debate as to whether $1 Million is an attainable goal in your 401(k), and how, with discipline, it’s a goal that can be reached. The Fidelity … [Read more...] about Can you become a 401(k) Millionaire?
Check out this short clip on 4 questions you should ask yourself if you're trying to solve the Retirement Costs riddle! What's your plan? Do you know where you want to live? Do you want to have assets for legacy? How much do you need? Click on the video below and think about the following questions... Click for Video! 1. How would you like to spend retirement? … [Read more...] about How Much Will Retirement Cost?
Last week, I received my annual reminder from the Social Security Administration to check my online statement. Took me a few days to get back to that email, and after a few attempts to remember the password, I finally got into the site. I reviewed my potential future social security benefits and it reminded me how important this social program is for one’s retirement. So, … [Read more...] about Checking your Estimated Benefits on the Social Security Site…
Over 20% of Americans wait until the very last day to file taxes. Some call it procrastination! Not US!! We call it extra time to find ways to save on taxes, while also planning for retirement. I've had several conversations this week about funding IRA's, and there seems to be some confusion, so I wanted to spend a minute to clarify some main points... -How much can … [Read more...] about LAST MINUTE Tax Tips that Can Boost Your Retirement!
Check out these tips - They just might help you shape up your finances and get a handle on your savings! 1. Click for Article - Smart Ways to Spend Your Tax Refund Here comes your refund, now don't blow it... 2. Click for Article - 3 Mistakes that could Derail Your Retirement Simple piece on saving enough for retirement, and paying attention to long-term needs and how long … [Read more...] about Simple Reads: Tax Refunds, Retirement and Good Habits