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The History of Retirement

The history of retirement in the United States has its roots in the earliest days of Massachusetts. In 17th-century Plymouth colony, a colonist wounded defending the town against Indians would receive a pension to support himself and his family. Since the colonist was no longer able to farm or perfo ...

Certified Financial Planners

A Certified Financial Planner (CFP) is a financial adviser who has met the rigorous educational, experience, and examination requirements to earn the CFP designation from the Certified Financial Planner Board of Standards in the US, or the Financial Planner Standards Council in Canada. Although ther ...

When Can I Retire

At the core of retirement planning are two questions: when can I retire? and how long will my investments last? In this article, we’ll come up with answers to the first question. Determining when you can retire is based on multiple factors: how much money you currently have invested for retirement ...

Retirement Planning for the Self-Employed

Planning for retirement as a self-employed person isn’t as straightforward as it is for corporate employees. There are no corporate 401(k)s, pensions, or other sponsored plans to fall back on. Chances are that you’ve paid many hard-earned dollars towards the self-employment retirement tax, but y ...

Best Financial Advisors

Choosing a financial adviser is a process that requires time, patience, and a clear understanding of what you are looking for in a financial professional. While there are many experienced, qualified financial advisers in the industry, finding the one that matches your style, expectations, and financ ...

Retirement Companies

Most investors choose to work with some form of a financial adviser to take advantage of professional investment advice, retirement planning help, and simply to take some of the burden of investing off their shoulders. In this article we will talk about five of the top-rated full-service nationwide ...

Retirement Strategies

In today’s world, workers can no longer rely on company pensions to get them through retirement. While this change in the traditional order of things can be stressful, it also provides opportunities for alternate retirement strategies. In this article, we will discuss four alternative ways to fund ...

What is Financial Planning

Financial planning is the process of assessing your current financial situation, establishing future financial objectives, estimating current and future needs, and developing a plan to meet them. Financial planning often involves a combination of budgeting, investing, asset allocation, risk assessme ...

How to Budget for Retirement

One of the most important steps in developing a retirement plan is determining how much money you will be spending each year of your retirement. While we can’t plan for all eventualities, developing a budget for retirement around the expenses we can predict will help determine how much needs to be ...

Fee Only Financial Planners

There are many different varieties of financial advisers. Broadly, they are: advisers who charge commissions on trades, advisers who charge account fees, and fee only financial planners. Fee only financial planners are paid only by their client and do not receive commissions or load fees from invest ...

Retirement Planning for Dummies

Believe it or not, retirement planning doesn’t have to be a four letter word when it comes to saving for the future. Retirement planning for dummies makes the process simple by helping you understand the basic foundation of how retirement saving factors into your overall budget and financial portf ...

5 Factors That Could Break Your Retirement Nest Egg

If you’ve already started planning for retirement by investing in an IRA or 401(k), then you have taken one big step in the right direction. But it isn’t always smooth sailing from there: After you have created a financial portfolio and have begun investing in your retirement fund, there are sti ...

Best States For Retirement

Many retirees choose to move away from their home states in search of lower cost of living, a milder climate, favorable tax regimes, or to be closer to family. There’s no one perfect formula for picking the best states for retirement, so we’ve pulled together a list of the five best states for r ...

5 Keys to Early Retirement

A good way to start planning for retirement is by solving a simple math equation, but trust me, it’s not that hard: Years living on retirement income x Annual expenses - Residual income x Future value calculation = Total savings needed at retirement. Planning for an early retirement is a li ...