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Should I Pay Off My Mortgage Before Retirement?
Learn the pros and cons of paying off your mortgage before retirement, how it affects cash flow, taxes, investments, and what factors to consider before making a decision.
Aug 8


SEP IRA vs Solo 401(k): Which Retirement Plan Is Right for Business Owners?
Compare SEP IRA vs Solo 401(k) options for business owners. Learn contribution rules, tax considerations, and key planning factors.
Jun 24


How to Plan for Retirement if You’re Self-Employed
In this guide, we’ll break down the most suitable retirement plans for self-employed individuals, including a comparison of SEP IRA vs Solo 401(k), so you can choose the right path for your goals.
Feb 14


How Much Do I Need to Retire?
In this guide, we’ll walk you through how to estimate your retirement number based on your lifestyle, retirement expenses, income sources, and retirement age.
Jan 25


Retirement Planning by Age – What to Do in Your 30s, 40s, 50s & 60s
Discover key retirement goals by age. Learn when to start saving for retirement and how early retirement planning can potentially secure your financial future.
Nov 2, 2025


How to Potentially Turn Your Savings into Retirement Income
Learn how to generate income in retirement with time tested strategies like the 4% rule and bucket strategy.
Nov 1, 2025


Tax Planning in Retirement: Strategies to Keep More of Your Money
Learn effective retirement tax strategies and planning tips to potentially lower your retirement tax rate and reduce taxes on your income and savings.
Nov 1, 2025


Social Security 101 - When Should You Start Claiming?
Discover the best age to start claiming Social Security. Learn how income, health, and retirement goals affect your Social Security benefits.
Oct 30, 2025


IRA vs. 401(k): Which Is Better for Your Retirement Plan?
Choosing between a Roth IRA vs 401k isn’t one-size-fits-all. Your income, tax situation, and retirement goals all matter. In this guide, we’ll help you decide which is better for your retirement goals.
Oct 30, 2025


5 Retirement Planning Mistakes You Don't Want to Make
Retirement planning—it's like trying to juggle flaming torches while riding a unicycle. Exciting, right? Well, maybe not. But hey, it doesn't have to be as intimidating as it sounds. Let's take a look at five retirement planning blunders that might just make you chuckle: Procrastination: The Ultimate Snooze Button Ah, procrastination—the art of delaying the inevitable. Putting off retirement planning is like waiting for a unicorn to show up at your door with a pot of gold. S
May 30, 2024


The Ballad of the Lost Penny
A few years ago, I was at Silverwood Theme Park with my family. Throughout the day I was trying to talk my 7-year-old son into riding the biggest, scariest ride there - the Aftershock. We had checked before we left home, and he was just big enough to ride the ride. On our way across the park, he found a penny on the ground. Being the frugal kid that he is, he picked it up and stuffed it in the pocket of his shorts. He could not stop talking about the shiny penny he’d found
Jun 30, 2020


Please don't sabotage your retirement to pay for college
If you are a parent, chances are you’ve considered whether you should be saving for college. Do not sabotage your retirement!
Oct 29, 2019
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