Rick's Weekly

Why Borrowing From A 401(k) Might Not Be The Best Idea

The way in which money is withdrawn from a retirement plan, and overall portfolio, can make a huge difference on a retiree’s tax burden. And, frankly, the combination of the distribution plan and the investment plan will often dictate a portfolio’s sustainability. [...]

Bringing Peace Of Mind To Your Future Health Care

Retirement is supposed to be the best time of your life, and it can be, if you prepare for it properly. Unfortunately, however, the good times don’t last forever. As I mentioned above, many of us will become incapacitated at some time before we meet our maker. Ensuring that you have prepared for that possibility can provide both you and your family valuable peace of mind during difficult, emotional times. [...]

Knowing, And Then Reaching, Your Target Number

A recent Retirement Confidence Survey conducted by the Employee Benefit Research Institute found that two in five (that’s 40 percent!) of those of us who are currently in the workforce don’t know their number. Those who have calculated their number have determined that their number has to be north of a million bucks. [...]

Is Your College Planning Strategy Appropriate?

Anyone raising a child in this world likely has at least one financial concern in common with one another… financing college. It’s become a pretty hefty goal to find the best financial plan to allow your kid to afford a college education, and this goal is being capitalized on by some disingenuous financial professionals. [...]

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