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Category: Retirement

Getting ready for retirement

Getting ready for retirement

As you near retirement age, it is paramount that you plan accordingly with important steps for that final year before you retire. Hopefully, by this point, an effort has been made to pay off debt and eliminate as many lines of credit as possible. At one year from retirement, follow this guide to take the guesswork out of the process. Review your investments.  Preserving your savings is the name of the game here. If you aren’t using a managed account option that…

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How to Win at Scrabble

How to Win at Scrabble

I think the rules of Scrabble should be changed to allow acronyms. We have all been there at least once in our lives – in the midst of a heated moment with friends or family, exchanging furious verbal battles over whether the word they have just put down in a game of Scrabble is in fact allowed. One of the Scrabble rules listed as causing the most arguments is the banned use of acronyms, which many of the leftover, high…

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Don’t Sink Your Retirement Fund

Don’t Sink Your Retirement Fund

Benjamin Franklin stated, “Beware of little expenses; a small leak will sink a great boat.” Yet more than 200 years later, we still have not learned that even small fees add up to large expenses. This consistently happens with defined contribution plan fees, especially in 403(b) plans. Employers don’t seem to understand the fees they are paying, or even worse, the fees their employees are paying in lost investment opportunity. There are a number of ways providers can charge fees,…

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