Turning the page into your 60s can be a fun and contemplative time as you’re getting closer to retirement, thinking about retiring, or already retired. Use the four I’s to help you craft a winning financial strategy.
The nonqualified deferred compensation plan is a form of retirement plan that allows one to save for the future. It’s a good idea to have a basic understanding of these plans to utilize them correctly. Here are four things everyone should know about nonqualified deferred compensation plans.
Many people have heard the term “bonds,” but I find a lot of confusion in the average investor.
I’ve compiled a few fundamental points to help you understand bonds and how to use them in your investment strategy.
If you’re in your late 50s and looking to start making the transition to retirement, following the suggestions in this case study is a great start.
Fall is my favorite time of year. Here are five things on my fall fun list for the Central Florida area.
Flexible spending accounts can be a helpful financial tool. There are three things you should know to make the best use of yours.
In the investment world, stocks are prevalent. Generally, if one is building a portfolio, one really can only go about it with some sort of allocation to stocks. Stocks can be confusing for people because there are a lot of different components and moving parts to them.
Learn how to understand and evaluate stocks with these insights.
Are you in your 40s and a leader at Disney. If so, there are a lot of financial situations and considerations to evaluate. Thinking through these key things will help you make some decisions around various challenges and considerations you may face.
Understanding the Disney 401k investment options doesn’t need to be complicated. This overview gives Disney cast members all the basics to begin to make good investment decisions.
Many retirees plan to use a 401k to create income. Asking how to avoid paying taxes on 401k withdrawals is a great question. Here are some ways you can avoid or defer taxes on a 401k withdrawal.
