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Enhance Your Retirement with a Self-Directed IRA

There are several legislative bills in play in both houses of Congress, including two versions of a bill (H.R. 5282 and S. 2526) called the Retirement Enhancement and Savings Act of 2018 (RESA). Provisions of these acts are meant to: Improve multi-employer...

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Are Americans on Track to go Broke?

Americans Aren’t Breaking the Retirement Bank... But They Can Get on Track with a Self-Directed IRA A 2018 Retirement Savings survey by GOBankingRates found that American adults on average are not doing well when it comes to saving for retirement. While...

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Are You Planning to Work Longer to Fund your Retirement?

Your Plan Might Not Succeed As we’ve noted in prior posts, Americans in general are not saving nearly enough for retirement. Although people think they’ll work longer to put money in their retirement plans, it turns out that they often miss that mark....

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Retirement Savings Fall Short of What We’ll Really Need

When we’re working, we are acutely aware of how our income matches up against our cost of living. But what will that cost of living be when you’re no longer working? If you’re planning on retiring, it’s more than you think and you may not be as prepared as...

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Don’t Fall for these Financial Scams!

Financial scams—via phone or email—are rampant, and are costing unwitting recipients a lot of money. Unfortunately, the days of the Nigerian prince email scam are not quite over (it persists in other guises) and hackers and con artists are phishing in new...

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Triple Tax Advantage in HSAs

Growing Interest in HSAs Their Triple Tax Advantage Makes Them Attractive Investments for Retirement As we wrote in a prior post, health savings accounts (HSAs) have been growing in popularity as a way to cover qualified medical expenses (for individuals...

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