What Will the Markets Do When You Retire?
Imagine the markets decline 15% on your first day of retirement! Your $500,000 nest egg is now worth $440,000. You will need an almost 18% rebound to recover. What if the opposite were true? The [...]
Who Do You Rely on For Your 401(k) Investment Strategy?
Who Do You Rely on For Your 401(k) Investment Strategy? By Yvonne Marsh, CFP®, CPA Did you know that 6 in 10 people think their 401k will be their biggest source of income [...]
The Retirement Road Trip
The Retirement Road Trip By Yvonne Marsh, CFP®, CPA Retirement is like a long road trip with 2 options. You can use a map and take the highway, where there are well-maintained roads [...]
Your Biggest Financial Threat in Retirement Might Surprise You
Your Biggest Financial Threat in Retirement Might Surprise You By Yvonne Marsh, CFP®, CPA While most retirees worry about stock market downturns, an even bigger financial threat is an unexpected health event that [...]
What’s Hiding in your Bond Portfolio?
What's Hiding in your Bond Portfolio?FINRA (the Financial Industry Regulatory Authority) periodically surveys people about their financial knowledge. It asks respondents to rate themselves as to how financially knowledgeable they think they are. In [...]
Q&A From Our Life Transitions e-Mailbag
Q&A From Our Life Transitions e-Mailbag In our continuing e-Mailbag series, here are some new real-life questions and answers to share with you: Question: Do I still have to pay a penalty in [...]