Financial Planning

16
Oct

What You Should Look for in a Company Retirement Plan, Neighbor

7 Characteristics a Good Retirement Plan Has That Will Help You Save More    “Neighbor-hoodwinked!” Uh oh! Mr. Rogers had a potluck dinner and didn’t invite the people next door. How foul! Now, they want to put him on his train trolley and run him out of town! Wait! There’s been a misunderstanding; he’s interested in a smart retirement plan,

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16
Oct

Early Retirement and Low Health Costs Aren’t a Fantasy

Early Retirement and Low Health Costs Aren’t a Fantasy “Smiles, everyone! Smiles!” Welcome to Fantasy…whoops, “Financial” Island! The word in the Pacific is that Mr. Roarke has a Fantasy of his own. He wants to retire early and have low health care costs. Why not?  Ever since he stopped the waterfall jumps for Instagram, the guests have threatened to out his location on social media. Now, he’s got to pack up and get

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12
Sep

6 Ways Annuities Offer Out of This World Solutions to Long Term Care Planning

How Deferred Annuities Offer Flexibility in Funding Long Term Care “NA-NU NA-NO Funding!” Calling Orson, Come in Orson! If Mork is now officially an earthling, then what’s up that red one piece? Isn’t he supposed to be studying human behavior? So, why doesn’t he have a stylist and a long term care plan for his retirement? Orson, find some cell

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12
Sep

Your Mission: Saving For Retirement with a Health Savings Account (HSA)

4 Ways to Get Great Benefits with Your Health Savings Account (HSA) Contributions “Mission Im-PAUSE-ible!” Hold up Ethan, are you saving for your retirement or are you still chasing international criminals? Man, quit killing time and just hit them up on Twitter; we need to see this Fallout go down online. That way you won’t have to risk your life

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12
Sep

7 Little Ways to qualify for HSA (Health Savings Accounts)

Deductible Limits and Other Requirements for Health Savings Accounts “Under the Sea-vings!” So, Little Mermaid, you want to contribute to a Health Savings Account (HSA) like humans. Why don’t you speak up, Ariel? Oh snapper! Does Ursula still have your voice? Girl, you know you can’t do business with an Octocrook! In fact, your vocal contract won’t be finished until

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31
Aug

Wizards Know What to Do When Your Retirement Planning Has a Late Start

3 Steps to take to save cash for your retirement when you don’t have much time “Yellow Brick Run!” Dorothy you’d better click those ruby red heels and catch up to your retirement planning. Look, you’re getting older; it’s time that you stopped clapping back at that west side witch over the whole house drop thing. She’ll always have an

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30
Jul

7 Tips to Designate Beneficiaries for Your Retirement Accounts That Will Make You Purrrrr

How to Determine What Percentage of Your Assets Will Go to Each Beneficiary “Here comes another Cat-astrophy!” So, Catwoman just found out that she has to pick bene-fish-iaries for her retirement accounts, annuities and life insurance policies. Now, she’s scratching up the whole city. What on Eartha! Did she just have a feline freak out? Doesn’t she know that all

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30
Jul

Toothfairies and the Difference between a Traditional IRA vs Roth IRA

How to Choose the Best IRA for Your Retirement Savings “A Tooth is Loose!” Did you hear us Tooth Fairy! Your midnight money drops may have been the first source of income for kids, but many of those kids are adults now and they need to choose between a traditional IRA and a ROTH IRA for their retirement. We know

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26
Jul

6 Ways to Generate Income During Retirement

Strategies for a Financial Boost When You Decide to Retire “Cruella De-Victim?” Look Miss De Vil, we heard that you need more money for your retirement, but doggone it! You tried to take out a whole pup-ulation for a fly coat! Now, you want to slow down your gangster girl moves and start saving for your future. Fur Real! Okay,

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9
Jul

Ho, Ho, Ho! Americans Are Working, But Not On Their Savings

Why Some People Aren’t Saving As Much As They Should “What a Jolly Jam!” Hey you, way up there! We’re talking to YOU, Jolly Green Giant.  All of these years, you’ve been the poster boy for frozen foods. So, why are you still in the red! In other words, what happened to all of that green you were supposed to

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