Retirement

  • Self-Employed Retirement Plans

    Self-Employed Retirement Plans Investing:A Solo Journey to Financial Freedom in Retirement Charting Your Course: Self-Employed Retirement Plans Being self-employed is like playing a solo sport. Think of golf: it’s you against the course, relying on your skill, strategy, and perseverance to succeed. While it offers unparalleled freedom and control, it also means you’re solely responsible…

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  • Retirement Investing Playbook

    Your Retirement Investing Playbook Introduction: Why You Need a Retirement Investing Playbook Just like any sports team needs a solid game plan to win, your financial future requires a strategic retirement investing playbook. Without one, you might find yourself scrambling when you should be cruising comfortably into retirement. Let’s dive into how you can set…

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  • Target Date Index Funds

    Choosing Target Date Index Funds for the Cost-Conscious Investor If you’re the kind of investor who values keeping costs low through passive index funds but also wants the convenience and diversification of an all-in-one Target Date fund, you’ve come to the right place. Today, we’re diving into my two favorite contenders in the Target Date…

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  • MFS Lifetime Funds

    MFS Lifetime Funds – Your Defensive Approach to Retirement Savings In my last post, I mentioned I’d be writing about a Target Date alternative that’s well-suited for those of you whose top concern is market volatility as you approach retirement. If that’s you, the MFS Lifetime Funds may be the perfect choice. They are deliberately…

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  • American Funds Target Date Retirement

    The American Funds Target Date Retirement Funds Are A Top Pick for Retirement Savings When it comes to saving for retirement, having the right investment strategy is essential for achieving securing your financial future. It’s like having the right game plan heading into the Stanley Cup Finals. Smart decisions now pave the way for victory…

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  • Let’s Talk Glide Paths

    Mapping Your Journey to Retirement When it comes to target date funds, one of the biggest decisions you’ll make is choosing the right glide path. The glide path is like a roadmap that shows how your investment mix will shift over time as you approach and enter retirement. It determines how much risk you’ll take…

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  • Target Date

    Target Date Funds Can Be Your Winning Play for a Fun-Filled Retirement What are Target Date Funds? A target date fund (TDF) is much like having an investing coach to help you win the retirement game. These mutual funds automatically adjust your portfolio’s asset allocation over time based on a selected target retirement date, usually…

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  • Saving for Retirement

    A Fun Guide on Saving for Retirement Do you daydream about retiring early and traveling the world? Or are you worried you won’t have enough money saved to ever retire at all? Either way, planning for retirement may seem boring or stressful. But it doesn’t have to be! This fun guide breaks down the most…

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  • Turbocharge Your Retirement Savings in 2024

    Secure Act 2.0 and Inflation Indexing Secure Act 2.0 unleashes several key changes directly benefiting individuals like you. If you’re a fan of boosting your savings game, here are some game winning strategies. We will dive into the key changes that are set to redefine the retirement landscape in 2024 and beyond, but before we…

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