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Don’t Forget About Your Annual Financial Checkup
via retireby40

Can you believe there is less than 3 weeks left in 2016? The year is ending quickly and the holiday season is upon us. Now is the perfect time to go over your finances before it gets really busy during Christmas and New Year. Actually, we won’t be very...
The Ultimate Guide on When to Make Traditional IRA vs. Roth IRA Contributions
via thecollegeinvestor

When it comes to retirement accounts, the biggest debate that continues to rage on is this: Traditional IRA or Roth IRA. You have several financial pundits that promote the traditional IRA, and you have just as many pundits that promote the Roth...
Savvy Ways to Withdraw Retirement Funds
via atasteofcreole.wordpress

http://www.foxbusiness.com/personal-finance/2014/01/02/savvy-ways-to-withdraw-retirement-funds/?intcmp=HPBucket Saving for retirement is half the battle. Withdrawing from your retirement funds so they provide a steady income after you stop working...
Year-End Tax Planning for Individuals
via mymcmedia

Tax planning strategies for individuals this year include postponing income and accelerating deductions, as well as careful consideration of timing related investments, charitable gifts, and retirement planning. General tax planning strategies that...
27 Retirement Savings Catch-Up Strategies
via financialmentor

If Retirement Looms Large But Your Nest Egg Doesn’t, This Article Will Help You Catch Up Key Ideas How to increase your savings contributions to the next level. Six ideas to convert non-earning assets to income producing savings. How to overcome...

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Financial Software | Estate Planning Tools | Brentmark

Avoid unanswered questions with our unrivaled estate planning software. Comprehensive financial planning software solutions for every client. Detailed, flexible, reliable retirement planning softwar...