Retirement Investing

When Is It Time to Start Spending My Retirement Savings?

Planning for retirement is a significant part of our lives. We all dream of the day when we can finally reap the rewards of our discipline. But how do you know when it’s the right time to start spending your retirement savings?

New RMD Rules for 2023

Thanks to the SECURE Act 2.0 that was passed by Congress last December, there are several new rules that affect required minimum distributions (RMDs) from traditional IRAs, 401(k)s, and other tax-deferred retirement accounts. Here’s what to know.

RMD on blocks in front of out of focus money and calculator

Don’t Make THESE 8 Retirement Planning Mistakes

If you’re nearing retirement, age, you’re in the right place. Here are EIGHT common mistakes you should avoid when planning your retirement.

Don’t Let Retirement Catch You Off Guard! Discover the 9 Choices You Need to Make for a Secure Financial Future!

One of the biggest concerns for seniors and retirees today is outliving their money. And it’s a legitimate concern. Did you know that actually, 27% of Boomers have nothing saved for retirement? Don’t let retirement catch you off guard!

Is Your Retirement Home a Dream or a Nightmare? Find Out the 6 Crucial Factors to Consider Before Buying

Buying a new home can be an exciting time, and there are many factors to consider before making such a big decision, especially if you’re retired.

Retirement for Real: Investing Later in Life

In this episode of Retirement for Real, Lena discusses the investment risk of age-related cognitive decline.

How to Choose the BEST Annuity in 5 Simple Steps

Let’s cover all the basics and explore some key factors to consider when making your decision.

How Much Will You Need to Save for Retirement?

How much money you need to retire comfortably is a great question that all working adults should ask themselves. Unfortunately, far too few ever bother thinking about it.

The Best & Worst 529 Plans for Your Grandkids

In this episode of Retirement for Real, Lena reveals which college savings tool is best to maximize college savings for your family.

Ask These 10 Questions BEFORE Buying an Annuity

There are many types of annuities and there’s really no “one-size-fits-all.” Here are some basics to know and all the essential questions you should be asking before buying.