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Why a Roth and a taxable account are a young saver’s best friend

KJ: We recently wrote about: Financial independence: a new concept in lifestyle retirement planning, but how do you know where to save and how to save to reach financial independence? Especially if you are a young saver, some of the … Continue reading

Financial independence: a new concept in lifestyle retirement planning

KJ: One of the biggest topics in the media today is retirement. With thousands of baby boomers reaching the official retirement age each day, it’s all a lot of us think or talk about. How do you get there, how … Continue reading

Smart 401k planning must knows

KJ: We recently came across a quick 401(k) article talking about 7 ways to avoid a 401(k) disaster. In my opinion, there’s never too much you can read or understand about your retirement plans, so we’ve created our own set … Continue reading

A target to aim for: what do I need to save for retirement?

KJ: One of the commercials that Fidelity had running a few years ago had a green arrow with a number above each person. The magic number was the amount of money that person needed to have socked away for retirement. … Continue reading

State of the union: what is MyRA? Success or failure? What we know now.

KJ: So without getting into any of the politics from the State of the Union, we wanted to bring a quick summary about what this new myRA account is all about (i.e. with many wondering if myRA is a new … Continue reading

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