Thinking about paying off your mortgage or investing as retirement nears? Discover which option aligns best with your financial goals and risk tolerance.
Paying Off Your Mortgage or Investing: What’s Best as Retirement Nears?
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Retirement Planning
84 posts
Retirement Portfolio Stress Test: Is Your Plan Ready for Market Shocks?
Beware of hidden vulnerabilities in your retirement plan; discover how stress testing can reveal if your portfolio is truly prepared for market shocks.
Balancing Growth and Safety: Creating a “Barbell” Strategy in Your IRA
Discover how a barbell strategy can help balance growth and safety in your IRA, ensuring your investments adapt to your evolving financial goals.
Career Changes in Mid-Life: What to Do With Your Old 401(K)
Opting for the right 401(k) move during a mid-life career change can impact your retirement; discover how to make the best choice.
Navigating Medicare and IRA Withdrawals: Timing Considerations at 65
Jumping into Medicare and IRA withdrawals at 65 requires careful timing to maximize benefits and minimize costs—here’s what you need to consider.
When to Take Profits: Deciding When to Sell Assets in Your IRA
Choosing the right moment to take profits in your IRA requires careful analysis of market signals and personal goals to ensure optimal outcomes.
Comparing Retirement Investment Vehicles: IRAs, 401(k)s, HSAs, and Taxable Accounts
For financial planning, understanding IRAs, 401(k)s, HSAs, and taxable accounts is crucial—discover how each can optimize your retirement strategy.
The Role of Life Insurance in Retirement Planning
A vital aspect of retirement planning, life insurance offers benefits that can significantly impact your financial future—learn more to ensure you’re making the right choices.
Hard Assets vs. Paper Assets: Benefits of Tangible Investments in Retirement
Learn why tangible assets like real estate and gold may offer greater security for retirement, but the key benefits might surprise you.
Creating a Retirement Budget: Estimating Your Post-Retirement Needs
Creating a retirement budget requires careful planning to estimate future expenses and ensure financial security—continue reading to discover how to make yours effective.
