Retirement Planning
The Ulysses Strategy: 5 Tips to Tame Fear and Greed
The Ulysses Strategy (Ulysses is the Latin name for Odysseus) is a method financial planners developed to keep savers and investors from listening to the sirens…
Articles by admin
Aging Well
Retire AFTER 65: It’s One of the Secrets to a Long Happy Life!
A study from a team of researchers at Oregon State University shows that the longer you wait to retire, the longer you will likely live. So if you are planning…
Retirement Planning
How to Calculate the Future Value of Your Retirement
Conclusion: Future Value Calculator That Plans Real Life A future value calculator turns guesses into grounded projections. You input contributions, rate of ret…
Retirement Income
Your Guide to Developing a Retirement Withdrawals Strategy
Retirement withdrawals strategy becomes important to consider as you age. You’ve spent your entire working career saving and investing for retirement. Now it’s…
Medicare and Health Insurance
6 Types of Insurance for a Worry Free Retirement
Saving money is hard enough. No one wants more bills to pay, especially when you’re on a fixed or limited income. But insurance is something of a necessary evil…
Value Your Time
Do You Need a Retirement Coach? 6 Ways They Help
You’ve saved money, but are you really ready for retirement? Using a life coach for retirement might sound crazy, but it’s not. While some people prepare for th…
Retirement Jobs
Reverse Retirement: Why Retirees Are Going Back to Work
An astonishing number of retirees “reverse” retirement – they quit their lives of leisure and go back to work either part or full time. Is retirement really not…
Taxes
Net Unrealized Appreciation (NUA) for Company Stock
If you have company stock in a 401(k), you will want to learn about Net Unrealized Appreciation (NUA) and how to minimize taxes when you rollover these funds to…
Value Your Time
Live Each Day: 4 Tips From the Science of Happiness
Jim McCarthy is a successful Silicon Valley executive who worked for Yahoo! as employee number 258 and grew up with the industry. In 2013 he was diagnosed with…
Retirement Planning
When It Comes to Retirement, Are You an Orchid or a Dandelion?
Dr. Thomas Boyce is a pediatrician and Distinguished Professor Emeritus in the Departments of Pediatrics and Psychiatry at the University of California, San Fra…
