Retirement Planning

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How to Manage Inflation

Submitted by Roger Wohlner on Monday, April 13, 2015 - 3:00pm

Inflation is the worst enemy of retirees. It is a far bigger threat to your financial security in retirement than any potential for investment loss. Preparing for inflation is crucial. Here are a few tips.

Obama’s Lame Broker Reform

Submitted by Phillip Shrotman on Friday, March 27, 2015 - 9:00am

President Barack Obama wants to crack down on advisors who get commissions for selling retirement plans. On the surface, his goal seems noble. But it ignores reality, targeting the wrong people and misunderstanding the problem he perceives.

The Backdoor IRA

Submitted by Tim Long on Thursday, April 9, 2015 - 12:00pm

So you make too much money to qualify for a Roth individual retirement account. What if you still want to have sources of tax-free income in retirement, which is what a Roth gives you? I present the backdoor IRA, a way to establish a Roth despite the income limits.

Planning for Fiscal Fitness

Submitted by Joseph A. Clark on Friday, April 17, 2015 - 3:00pm

Waking up early in the dark morning and heading to the gym comes hard. Once your workout ends, though, you often begin the day with the payoff of a tremendous energy boost. Can the same process apply to your finances?

Mid-Career Financial Checklist

Submitted by Gary Brooks on Monday, March 23, 2015 - 3:00pm

As you progress in your career, earn more and have more control over your budget, it’s time to examine your finances carefully. Here is a checklist of questions you should ask yourself during this critical time when you can shape your financial future for the rest of your life.

Gen Y: Math of Early Saving

Submitted by Mary Beth Storjohann on Thursday, March 19, 2015 - 12:00pm

If you were born between 1980 and 2000 and are part of Generation Y, have you started saving for retirement? Think you’ll be fine if you start tomorrow? Plenty of time to worry about this later, right? Wrong: Just look at the math.