Category Archives: 72T

Gauging Your Financial Well-Being Six signs that you are in good shape.   How well off do you think you are financially? If your career or life takes an unexpected turn, would your finances hold up? What do you think … Continue reading →

Statistics point out the need to save early, save consistently & stay invested.  Will you live to be 100? If you’re a woman, your odds of becoming a centenarian are seemingly better than those of men. In the 2010 U.S. … Continue reading →

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 →