Nest Eggs in Buckets

How to Build a Retirement Paycheck

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Most people entering retirement naturally would prefer to continue to collect a paycheck, much like when they worked for a living.  That regular income is likely to come from Social Security, a pension if you have one, as well as… Continue reading

 
Man and woman reviewing their retirement plan

5 Ways You Could Go Broke in Retirement

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The decision to go from working to fully retired is a big one, potentially fraught with uncertainty. And the last thing anyone wants is to go broke in retirement. After all, you have to go from making, spending, and saving… Continue reading

 
A woman wondering if she has saved enough for retirement

Have I Saved Enough for Retirement Yet?

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For many folks, retirement planning comes down to their personal “number,” the savings level at which you can leave work behind and relax in a folding chair on a beach. That milestone number for many of us seems to be… Continue reading

 
a woman with a glad expression leaves her job while holding a box

The Great Resignation: What to Do About Your 401(k)

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The Great Resignation, the Big Quit, the Extraordinary Exodus — whatever you want to call it, 4.5 million Americans voluntarily left their jobs this year, according to current government data, while job openings hover around 10.6 million. A recent analysis… Continue reading

 

How to Use a 529 Plan to Finance Your Kid’s College Costs

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You may have heard about a type of tax-advantaged college savings plan known as a 529 plan. Similar to an IRA or 401(k), money put into a 529 is “qualified,” meaning it grows tax-free and can be used tax-free in… Continue reading

 

Your Retirement Tax Planning Checklist

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The past year certainly has been tumultuous in many ways, including for retirement savers trying to keep up with tax planning.  There have been a number of changes to your taxes on the legislative front in regard to the pandemic,… Continue reading

 

Avoid Holiday Spending Blues With These Expert Tips 

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Overspending can be as much a part of the holidays as latkes and caroling. While it’s easy to say “make a budget” there are ways to simplify the process and stay on track. First, go ahead and make that budget,… Continue reading

 

Thinking of a Move? Here’s What to Consider

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Does living, working, and playing at home during the pandemic have you feeling antsy to upgrade your space? In his recent column for the New York Times, Ron Lieber outlines which considerations you should address carefully when making this life… Continue reading

 

The Importance of Funding Your Child’s 529 During Stock Market Unrest

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While we grapple with uncertain times and stock market volatility, Washington Post contributor Michelle Singletary advises that one thing remain steady: contributions to your child’s education fund. Find out the importance of regular 529 contributions, even during an uneasy economic… Continue reading