When you participate in a retirement plan at your job, you might have a vested balance (and several other balances) in your retirement account. Those different “buckets” of money are typically a …
Investment Personality: Profile of a Moderate Investor
By Justin Pritchard, CFP®, a financial advisor serving clients nationwide. Clients can work on a one-time or ongoing basis, and services include investment management, retirement planning, and …
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Can You Save Enough for Retirement in 15 Years?
If you got a late start—or you’re just starting over—you can build up retirement savings relatively quickly. The exact amount you can save in 15 or 20 years depends on several factors, but it’s …
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Tips to Help Women Retire Comfortably
By Justin Pritchard, CFP® Retirement is different for women. Tax rules and investment concepts are the same no matter who you are, but women typically have a different burden than men, all other …
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How Annuities Work in Retirement
By Justin Pritchard, CFP® Annuities are often sold as retirement planning tools. But people tend to focus on adding money to annuities, while withdrawing retirement income gets less attention. So, …
12 Retirement Questions to Ask
By Justin Pritchard, CFP® Nobody teaches you how to retire in school, so you may not know what’s most important when planning for retirement. These are the first retirement questions to ask as you …