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Financial Planning

Your 401(k) Is Just as Important as Your Health

Woman at home calculating 401k finances

Author: Sarah Howard We have collectively experienced the impact the COVID-19 pandemic has had on the world. While it has shared similarities as other past pandemics, this one might as well be considered the most socially shocking. Being denied the ability to live our days as freely as we’re accustomed to has put a damper on our global mentality. Financially, we can absolutely recover as we have done many times in the past. Taking this pandemic day by day opens up the discussion of our futures, and inquires if we are as prepared as we believe ourselves to be. Rainy day funds...

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Top Benefits of Financial Planning for Retirement

Top benefits of financial planning

[vc_row triangle_shape="no"][vc_column][vc_column_text]Do you feel stressed about the prospects of retirement? You're not alone. In fact, research shows that 15% of Americans have no retirement savings whatsoever. Even if you do have some money stashed away, are you optimizing your portfolio? Do you have enough saved? Will you be able actually to fund the retirement you want? There are numerous benefits of financial planning, and the right strategy can ensure you with a positive future. Let's get into what you need to know. Setting Your Goals Why are you working? No, really. Why are you hustling 40+ hours a week every week? Even if you love...

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Ready To Retire? Retirement Planning Advice For Entrepreneurs

Retirement Planning Advice

[vc_row triangle_shape="no"][vc_column][vc_column_text]The statistics are in, and they are harrowing. Most people don't have enough (or anything at all) for retirement. A concerning 22% of Americans have less than $5,000 saved for their retirement. Planning for the future is vital, but no two strategies are the same. Moreover, entrepreneurs need specific retirement planning advice that caters to their flexible and dynamic needs. Let's get into what you need to know. Planning In The Early Stages You're just mapping out the course of your business. You're hungry, green, and willing to grind hard to yield positive outcomes. The opportunities feel limitless, and you're ready to do whatever...

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2019’s Top Tax Tips for Retirement Planning

2019 Tax Strategies

[vc_row triangle_shape="no"][vc_column][vc_column_text]Did you know that experts recommend saving $1 million for retirement? Unfortunately, most Americans have only saved 12% of what they need as they come close to retirement age. Americans between the age of 55 and 64 with retirement savings only have an average of $120,000 stashed away. While a quarter of responders said they actively saved between 6 and 10% of their incomes, 20% of people reported that they didn't save anything at all. To enjoy all the potential benefits of your retirement, there are top tax strategies that will help you prepare for and enjoy your golden years to their fullest. Keep...

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5 Ways to Plan for Early Retirement

After decades of hard work, many people are thrilled by the prospect of early retirement. It is possible for almost anyone, if you are willing to do some planning. However, because the planning often begins when you are still years away from retiring, it can be difficult. Follow these five rules to set yourself up for early retirement. Save Money Now Even though retirement may seem incredibly far off, it is important to start saving money now, especially if you want to retire early. Do not wait to start until you are only a handful of years away from retiring. Cut...

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Gain Flexibility in Your Investments with a 401(k) Rollover

When your company offers a 401(k), it’s a convenient way to invest and plan for retirement. However, there’s a limit to how you can invest in a 401(k), so it’s better to roll over your 401(k) into an IRA account, preferably a Roth IRA. Some reasons to do a 401(k) rollover include: Lower fees Less taxes More ways to invest Benefits of a 401(k) Rollover Lower Fees Some 401(k)s that come from employers charge hefty administrative fees. It’s not enough to turn people away from using it, but it can add up. Plus, there are better options out there, such as an IRA....

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5 Financial Planning Tips for Retirement

As if there weren’t enough plans you have to make for retirement, don’t forget to account for tax payments. Even seasoned retirement advisors can forget about tax liability - exposing themselves to financial risks and hardships during what should be the golden years. As a retiree or someone close to retiring, use these financial planning tips to stay financially secure leading up to retirement and far into the future. Accurately Estimate Tax Payments Whether you plan on living off of a pension, Social Security benefits, individual retirement accounts, or some other source of income, you need to look at the big picture....

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