Category Archives: Retirement Planning

I will post videos and articles pertaining to Retirement Planning.

If you don’t use it, why pay for it? 7 things you can stop spending money on that you won’t miss

If you don’t use it, why pay for it? 7 things you can stop spending money on that you won’t miss We all do it. We do it so often, we don’t even know we’re doing it. What am I talking about? Spending money on unnecessary things or on items and services we no longer…

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5 financial penalties that could cost you a LOT

5 financial penalties that could cost you a LOT When you watch sports, the first thought that comes to mind when a player commits a penalty is, “That wasn’t a smart move. Why did you do that?” When it comes to your finances, there are a lot of unintentional, not-so-smart things you can do that…

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Read the fine print: It can help you save more for retirement

If you need additional money for retirement, the first places you should look are your brokerage, retirement and other financial accounts. Don’t go straight to the bottom line of your statement to see how much you’ve saved. Instead, review all the information in the middle of it, along with the fine print. You’ll be surprised…

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Check your statement: Bank and credit fees could cost you more than you expect

Have you read our article on how to save money on investment fees? If not, you should check it out. Believe it or not, you can save a lot on banking and credit card fees, as well. Remember: Any money you save on these fees can be applied to saving for retirement. Here are some…

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10 additional tax tips that can help you save even more for retirement

Have you read our previous list of tax tips in Chapter 5 that can help you reach your retirement goals? It was so popular, we found ten more that you’ll find equally valuable. Tip #1: Write-off mortgage interest. If you have a mortgage on your home, make sure you write off your mortgage interest payments…

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Raise. Bonus. Inheritance. Lottery prize. What would you do with a windfall?

You receive a raise or bonus for doing a fantastic job at work. A long-lost uncle unexpectedly leaves you money after he passes away. You finally win a significant lottery prize. What will you do with the money? Spend it on yourself. Do something nice for your family. Save it for retirement. Pay down your…

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The smartest thing you can do with your tax refund

Do you receive a tax refund year after year after year? According to the IRS, eight out of ten Americans do. The average annual refund is almost $3,000 per household. If you’re like most people, that money disappears quickly. Many use it to pay bills, make home improvements, take a vacation or to spurge on…

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10 tax strategies that will help you save more for retirement

If you need additional money to save for retirement, taking a fresh look at your tax situation will help. Here are some simple — and often little-known — things you can do to reduce your taxes. Put the money you save on taxes toward your retirement. Tip #1: Give yourself a raise. If you consistently…

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Saving more for retirement is as simple as 1-2-3 (percent)

One percent may not seem like a lot, but saving just one percent of your income can make a big difference when it comes time to retire. Double it to two percent, and your retirement lifestyle is enhanced significantly. Three percent is a game changer. Believe it or not: Saving a single percent of your…

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How to get free money

If you’re like most people, the idea of getting something for free appeals to you. And when that something is money, it’s even better. That’s why it’s surprising millions of Americans leave billions of dollars of free money on the table each and every year. That money comes in the form of their retirement plan…

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