From tax law changes and national events to new rules about retirement, we share the headlines that could impact your money – and your retirement.
I’m 40, will get a pension and have $60,000 saved for retirement. Should I borrow from it to pay off $17,500 in credit card debt?
Does it ever make sense to borrow from retirement to pay off current debt? Michael Macke, CFP® weighs in.
As the coronavirus spread across the U.S., the Dow ended a decade-long bull market in March 2020. Michael Macke, CFP® shares what that means for investors.
The Secure Act Requires Your 401(k) Statement to Show Monthly Retirement Income. You Could Be in for a Surprise.
Many investors think they’re saving more than they actually are for retirement. Your 401(k) statement could soon reveal the truth.
How much will you need to cover health care costs in your later years? Michael Macke, CFP® explores how health-related expenses could derail your plan for retirement.
Want to give to others but strapped for cash? Get creative with these nine ideas for inexpensive ways to give.
When is the right time to tap into your Social Security benefits? Michael Macke, CFP® explores the importance of knowing when to start taking Social Security income.
Michael Macke, CFP® defines “smart spending” – and how can it positively impact your retirement.
Publication: St. Augustine Review
The St. Augustine Review profiled Jeannette Bajalia’s book: Planning a Purposeful Life: Secrets of Longevity.
Publication: Market Watch
Have you ever stopped to wonder what happens if you live longer than you expect? Jeannette Bajalia talks about how more people are joining the 100+-year-old club – and how longevity affects financial planning.
More people are relying on Social Security as a major source of retirement income. Jeannette Bajalia explains why that could be a problem for retirees.
Publication: One Cent at a Time (blog)
Unexpected life events can set you back financially – both now and in retirement. Jeannette Bajalia shares her personal story about how unexpected crises shaped her life.
Publication: Consumer Affairs
The financial planning industry must change its approach to address women’s needs in retirement. Jeannette Bajalia shares why women are focused less on risk tolerance and investments, and more on protection and security.