Category Archives: 72T

Couples Retiring on the Same Page Agreeing about what you want from retirement is crucial.   What does a good retirement look like to you? Does it resemble the retirement that your spouse or partner has in mind? It is … Continue reading →

6 Steps to Get Out of Debt Why not plan to lighten your financial burden? Positive moves to counteract negative cash flow. The financial analysis website nerdwallet.com keeps track of the various debts common to the U.S. household. As of … Continue reading →

Getting It All Together for Retirement Where is everything? Time to organize and centralize your documents.   Before retirement begins, gather what you need. Put as much documentation as you can in one place, for you and those you love. … Continue reading →

Why You Should Keep Contributing To Your 401(a) And/Or Your 457 Plan Save for retirement consistently, regardless of how the market behaves. There is seldom a dull moment on Wall Street. Stocks may rise or fall dramatically over the course of … Continue reading →

Certain misconceptions ignore the realities of retirement. Generalizations about money & retirement linger. Some have been around for decades, and some new clichés have recently joined their ranks. Let’s examine a few. “When I’m retired, I won’t really have to … Continue reading →

Money & Taxes After Marriage Some not-so-small matters to think about.   When you tie the knot, your financial lives will change. Marriage is one of those life events that can really affect your money and tax situation. If you … Continue reading →