RetirementSavvy

Posts Tagged: retirement planning

Don’t Retire Broke: An Indispensable Guide to Tax-Efficient Retirement Planning and Financial Freedom Paperback: 256 pages Publisher: Career Press (March 2017) While I have not discussed their specific tax situations, I am witness to my parents and my mother-in-law remark that they owed taxes and did not receive a refund in their first years of retirement…. Read Article →

Climbing the Retirement Mountain: And Getting Down the Other Side Paperback: 138 pages Publisher: CreateSpace Independent Publishing Platform (2017) Andrew Rafal is Founder and President of Bayntree wealth Advisors. His co-author, Calvin Goetz, is Co-founder and Partner at Strategy Financial Group. In the book’s preface they note the book’s objective is to share with readers the ideas and… Read Article →

All frequent travelers have one thing in common … they know that it takes time to prepare for a good vacation. You need to set up travel and transportation arrangements, secure lodging, and plan awesome activities and dining for when vacation finally starts! All in all, a good vacation happens from educating yourself on the location you want to… Read Article →

Each generation gets a little smarter than the last. As to millennials (those currently age 18-35), they understand the importance of saving for retirement at a younger age than their parents or grandparents. The problem is that millennials have greater hurdles than any recent generation. The first problem is student debt. Unlike earlier generations that… Read Article →

The following is a guest post from Alexander Joyce, President and CEO of ReJoyce Financial LLC. He’s also a Safe Money and Retirement Income Planning specialist, and has hosted radio shows, such as “The Safe Money and Income Radio Show” and “The Ask Mr. Annuity Radio Show.” Alexander is a licensed professional in Indiana and specializes in… Read Article →

The following is a guest post by Rick Rivera, a partner at Safeguard Investment Advisory Group. Rick has more than two decades of experience in the financial industry providing guidance to those planning for retirement. He is an investment advisor representative holding a series 65 license, as well as Life-Only and Accident and Health licenses in California. The use of robo-advisors… Read Article →

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