Whether your kids are adults, teens or younger, here are a few big financial topics to keep in mind as you work to set the right expectations.
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Homeowners may choose to downsize for a variety of reasons. Maybe you’re tired of maintaining an older home, maybe you don’t need as much space anymore, or maybe you’re just ready for a change.
No matter the motivation, this is a big decision with many financial details involved.
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If you have a 401(k), 403(b) or 457 plan, you may be losing money to overpriced investments and hidden costs. The good news? If you understand the fees you’re paying, you may be able to lower them.
If you haven’t looked closely at the details of your plan lately, now is a good time for a checkup.
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You’ve worked hard to save for your retirement. You’ve also carefully built a plan for managing your savings before and after you leave the workforce. Among other things, this means considering the ins and outs of required minimum distributions (RMDs) for your retirement accounts.
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Stressed about money? It’s a good idea to take a step back and assess your situation so that you can see the big picture. Just because one bank account is low doesn’t mean you’re ready to declare bankruptcy.
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If you’re currently navigating a new set of circumstances that has led you to consider an earlier retirement, it’s important to proceed carefully and thoughtfully. Is it possible for you to retire early? If so, what’s the best way to go about it?
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