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retirement planning

Social Security: Your Divorce’s Upside?

Divorce is messy. Divorce and money is messier. There is one financial benefit you may qualify for, though, that won’t send your ex-spouse into a rage – social security (SS). Here are the basics: You are eligible to receive social security benefits based on your ex-spouse’s work record if you were married for 10 or more […]

An IRA Showdown: Traditional v. Roth

So, you want to start saving more for your retirement, but you’re not sure what type of IRA to start – traditional or Roth. Here’s the skinny on how they are alike and how they are different so you can decide which is right for you. IRA stands for Individual Retirement Account. That means only […]

Setting Personal Financial Goals

Personal financial goals help you see the big picture – how you want to live your life – and motivates you to take small steps to get there. I don’t know about you, but I tend to drift through life if I don’t set goals for myself. It’s not that I’m lazy or unmotivated, it’s […]

What to Know About ROTH IRA Conversions

You’ve probably heard friends, family, or financial advisors talk about ROTH IRA conversion strategies. “Back door” conversions are always a hot topic at tax time, too. Ever wondered what it all means? Here’s a quick 5-minute overview from our friend and financial advisor, Michael Gluski of Ameriprise, on Roth IRA Conversions. (In a later blog post, […]

Are You Ready for Retirement?

This new year, are you asking yourself when you can finally quit your day job? We’ve all dreamed of it: waking up without an alarm clock, doing anything we want to do all day long, no schedules, no meetings, no boss, just time to relax and enjoy ourselves. That’s what retirement should be. Unfortunately, more […]