Though the vast majority of people begin collecting Social Security benefits at age 62, most continue to work at a traditional job, at least on a part-time basis. Others will delay collecting Social Security benefits until they reach their full retirement age, or age 70. However you handle it, being employed during retirement does have […]
The federal government has a veritable list of alphabet soup agencies that largely operate behind the scenes. You are probably already familiar with the SEC but there are other financial sectors who play a big part in the success of your investments. Agencies like FDIC, SIPC and FINRA do much to add both confidence and […]
There are different types of financial and investment documents that we rely on, in spite of the fact that so much of this information is now available online. Most companies limit how far back you can go with previous years documents, so the only way that you can make sure that you will have the […]
The tax code is complicated and getting more so all the time. No matter how much investors try to adapt to the changes, there’s usually no way to stay on top of everything all the time. There’s an art to lowering your tax liability (largely through tax diversification), but there’s also a limit as to […]
In saving, investing, and preparing for retirement, many people hope to have some of the high-priced possessions that they couldn’t afford to have during their working years. This can include luxury items, such as vacation homes, boats, and luxury cars. But how can that be affordable on a retirement salary?
We sometimes think of employer-sponsored retirement plans as something almost generic. But there are actually several different types of plans, many of which are low cost and can help you save for retirement much faster. Which one you should choose depends on the type and size of your employer, as well as the economic sector […]
FeeX is a service that deals with an often overlooked aspect of investing, which is the fees you pay on the accounts you invest with. There are all kinds of fees associated with maintaining an investment account, and the job of FeeX is to reveal them to you, and then make suggestions as to alternatives. […]