How to Max Out Your Retirement Accounts in 2015

[vc_row][vc_column][vc_column_text]Contributing to retirement accounts allows you to build wealth, capture valuable employer contributions and qualify for tax breaks, all at the same time. But few savers are able to capture all of the advantages that 401(k)s and individual retirement accounts offer. Here’s how to make the most of your retirement accounts in 2015. Full article […]

The Homeowner’s Guide to Vacation Rentals

As the summer travel season approaches, homeowners with a spare room or a vacant beach home may be considering cashing in on the popularity of vacation rental websites. A 2015 Barclays report estimates that home rental platform Airbnb books around 37 million night stays, which could increase to as many as 129 million by 2016. […]

The Good, Bad and Ugly of Real Estate Investments

As the summer travel season approaches, homeowners with a spare room or a vacant beach home may be considering cashing in on the popularity of vacation rental websites. While many investors get a rise when it comes to the potential profits in real estate, that doesn’t mean all properties rise enough in value to justify […]

6 Habits of Successful 401(k) Savers

For the majority of U.S. workers, the 401(k) plan has become the single largest source of retirement savings. If you participate in one, the good news is that you have more control over your retirement money. The bad news is that you have more control over your retirement money. For people who do not have […]

5 Reasons Boomers Should Consider a Roth

Last week, I wrote about the reasons you should skip the Roth. The post was really meant for baby boomers, and I should have been clearer about that. Today’s post is specifically for baby boomers, who are finding themselves in a different situation than their younger counterparts. This difference has to do with when they […]

Improving Retirement Outcomes with Investments, Life Insurance, and Income Annuities

Financial goals for retirement generally include meeting spending goals sustainably, while also preserving assets for contingencies and legacy. The financial services industry offers different tools for meeting these objectives, ranging from investment portfolios to insurance products. While some view these choices as either/or, what I have found in my research is that integrated approaches which […]