Archive | September, 2011

Your Divorce|Your Retirement Money, Or Not?

Who Gets The Money? Your getting a divorce.   You’ve determined who gets the important assets…you get the house and the kids, your spouse gets the dog and the car.  But have you determined who gets the largest asset, your retirement plan assets?   That could be one of your more important decisions. Even though retirement plan […]

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7 Things You Must Know About Retirement Rollovers

What You Don’t Know About Retirement Rollovers Could Cost You #1 – What is a retirement plan rollover? When you transfer retirement money from one qualified retirement plan to another.  From your 401k to your IRA for example.   A rollover is not a loan. #2 – Will I have to pay taxes on my rollover? […]

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Retirement Loans|Proceed With Caution

10 Caution Tips On Retirement Plan Loans During your financial struggles have you ever wished you just had one more source of money?  Believe it or not, you do.  Your retirement plans may just be the source you are looking for….but proceed with caution.   Tapping into your retirement plans is not recommended as your first […]

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Retirement Plan Details|Boring!!

Who Cares About Retirement Plan Details?? You Should, It’s Your Money rollovers matching vesting withdrawals taxes distributions retirement plan language…boring…!!?? In the scheme of things, it’s easy to dismiss retirement plan language because it seems so trivial, insignificant and the financial industry makes it so boring.  Would you be more interested in those boring details […]

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So Many Retirement Choices|So Little Information

Your Most Important Financial Decision Cut The Dramatics Perhaps you have become a bit skittish about making decisions because everyone around you is so dramatic about making wrong decisions and then looking for someone to blame. Do yourself a favor, do not let that apprehension about decision-making prevent you from making a very important financial […]

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Retirement, Your Lifetime Project

Retirement Mysteries Without Any Clues Take the mystery out of retirement planning…there is no mystery, but plenty of clues. Clue #1 -  If you want to retire someday you will need an ample supply of money. Clue #2 -  It takes a lifetime of saving and investing to accumulate enough money to afford to retire. […]

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Are You Scaring Yourself About Retirement?

Fear, Panic, Hysteria About Retirement, Why? If retirement does scare you, you are not alone.   Many investors waffle about retirement; should they stay or should they go. You have put in your time, you’ve worked for almost 40 years, now you want out, you want to retire; but  you can’t quit make the decision to […]

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Ahhh Retirement

Is It Possible? Are You Really Retired? Are you hallucinating or are you completely finished with your working years?  Was that really your retirement party last night?   Is that gold watch on your wrist your office retirement gift?   By golly, you aren’t delusional; you are officially retired!!! You have dreamed about your retirement for over […]

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