Jeff Rose, CFP® |
Who doesn’t want to retire early? Unfortunately, many people won’t be able to. Even worse, many people don’t have a clue that they won’t be able to retire early. Such was the case with this couple in their mid-30’s that planned on retiring in their 50’s even though they only had $17,000 in savings. Yes, […]
Jeff Rose, CFP® |
No one likes to get screwed. It’s not a fun feeling, and personally, it irritates the crap out of me. But what happens when you screw yourself? That’s definitely not cool! I’ve been a financial advisor for over 12 years now, and I’ve seen plenty of people screw themselves out of a successful retirement. The […]
Jeff Rose, CFP® |
Discover the steps and considerations for escaping a problematic annuity investment, whether you’ve been sold an unsuitable product or are reevaluating your financial choices. Explore options like the return of premium, free look periods, exchanges, surrendering, and filing complaints, all while gaining insight into the complexities of annuity contracts.
Jeff Rose, CFP® |
Retirement planning is a critical endeavor that demands careful consideration and preparation. This checklist outlines ten essential factors to ensure you’re financially and personally ready for the transformative phase of retirement, covering topics from budgeting and investments to healthcare and account regulations.
Jeff Rose, CFP® |
Have you ever wondered how much you really need to retire? As a financial planner, I get this question asked me all the time. Instead of boring you with my response, I thought it would be fun to hear it from someone who has literally written the book on the subject. Todd Tresidder, financial coach, […]
Jeff Rose, CFP® |
Retiring at the age of 30. It doesn’t seem imaginable, does it? Pete, also known as Mr. Money Mustache. was able to defy the odds and retire right before his 31st b’day. While that may seem insanely crazy to achieve, what might be even crazier is that he thinks you can do it, too. So […]
Jeff Rose, CFP® |
Step into the financial ring for the ultimate showdown of investment strategies! Join Jeff Rose and a team of bloggers as they embark on “The Grow Your Dough Throwdown,” a thrilling experiment that pits various online investment platforms against each other.
Jeff Rose, CFP® |
As the financial outlook for Social Security becomes increasingly uncertain, many Americans approaching retirement are left wondering about the promises once made. Dive into the factors impacting Social Security’s future, how they might affect your benefits, and what you can do to fortify your retirement plans amidst these challenges.
Ben Feldman |
Mastering the art of delayed gratification requires discipline and strategic thinking. Learn the principles and techniques essential for achieving long-term goals by resisting immediate rewards. Explore these strategies to cultivate patience and unlock the power of delayed gratification.
Jeff Rose, CFP® |
Understanding the importance of meeting the IRA contribution deadline is crucial for maximizing your retirement savings. But have you ever wondered what could happen if you miss this critical financial milestone?
Jeff Rose, CFP® |
To learn about the possibilities and limitations of borrowing from an IRA without incurring penalties, this article examines the intricate rules and exceptions governing such transactions. But how can you strategize your finances to make the most of your IRA without falling foul of costly penalties?
Jeff Rose, CFP® |
As retirement approaches, it’s common to regret not saving enough earlier, but it’s crucial to know that it’s never too late to start saving for your retirement. While it might require some adjustments and a longer working period, taking immediate action and considering various savings options can help secure your financial future in retirement.