After The Paycheck

4 Important things to keep in mind when planning for retirement

Do you have all the bases covered to pave the way for a happy and secure retirement, or does your...

Social Security - The Pros/Cons of Taking Your Benefits Before Full Retirement Age

A Roth IRA Conversion - The Why, The When, And How

12 Questions From Our Listeners (and Our Answers!)

This week's episode of Just Don't Lose The Money Radio was dedicated toward answering questions...

5 Myths About Your Finances In Retirement, Debunked

This week's episode of Just Don't Lose The Money Radio discussed myths about finances in...

The Rise of Lump-Sum Buyouts: Should You Consider One?

Last month (March 2019), the Treasury Department quietly announced it no longer intends to amend...

Market Recap: 4th Quarter 2018 vs 1st Quarter 2019

It was only a few months back when the markets created some unrest in a lot of investors,...

Countdown To Retirement Tips (10, 5, and 1 Year From Retirement)

There are three milestones on your way to retirement that we'd like to address in this post, and...

Three Types of Investment Accounts & How They May Affect Your Retirement Income

This week’s blog is a homage to a book that we’ve been giving to people who come in for a...

Six Action Items To Help You Prepare For A Solid Retirement

5 Frequently Asked Questions About RMDs & IRAs, Answered

You’ve set aside money all of these years, hoping to have a fluffy nest for retirement. You’ve...

How Retirement Strategies Should Change As You Age

Sequence Of Returns Risk: How WHEN You Retire Could Make or Break Your Retirement Portfolio

What is Sequence Risk?

Sequence risk is also called sequence-of-returns risk. It becomes...

5 Must-Read Books on Retirement Planning

Think you are ready for retirement? Answer these 6 questions first...