The Personal Touch.(retirement planner Judith Martindale)(Brief Article)RUSOFF, JANE WOLLMAN
The duo – a certified financial planner and a certified public accountant, respectively – field a variety of questions from listeners about retirement planning, from when to claim Social Security to whether to invest or pay off a mortgage early. "We're making fun out of finance...
Retirement Planner also shows how saving today will impact your retirement income in the future. It allows you to see if you are on track to reach your retirement goals or if you should reevaluate your long-term plan. A retirement app can be useful, but if you have questions about your ...
Saving and investing for retirement is crucial because it ensures you’ll have the financial resources needed when you’re no longer working. Starting early is important because it allows more time for your investments to grow, thanks to compound interest. Additionally, investing wisely for retiremen...
Jim Blankenship, CFP, EA, is an independent, fee-only financial planner. This blog is primarily dedicated to discussions and information on personal income tax, detailing many of the provisions of IRA and other retirement plan rules, as well as advice, thoughts, and recommendations with regard ...
Keith is frustrated by the conflicting advice he’s heard about Roth conversions. Is it better to do it while he’s young and earning a lower income, or should he wait until closer to retirement? Former financial planner Joe Saul-Sehy and I tackle these three questions in today’s episode...
Empoweristhe best personal finance software we’ve used on a Macand best of all, it’sfree to use. If you’ve never heard the name before, Empower was previously known as Personal Capital until Empower acquired it and rebranded it in 2023. ...
Many people think of retirement money as the money they put away if there is any cash left at the end of the month or year. “That’s paying yourself last,” saysDavid Blaylock, CFP, head of advice and planner compliance at Origin. “Paying yourself first means saving before you do any...
And there’s no limit on the number of money-saving apps you can use to make sense of your personal finances. Capital One Shopping compensates us when you get the Capital One Shopping extension using the links we provided. STASH DISCLOSURES ...
“Backing out of a financial commitment is a tough situation. It gets even more complicated if it is a family member who has helped you out in the past,” Bobbi Rebell, certified financial planner, founder of the website Financial Wellness Strategies and author of "Launching Financial Grownups...