How Most Families Lose Wealth Across Generations
July 13, 2018
Making millions of dollars is not easy. But perhaps what’s even harder to do is maintaining that wealth – which is especially hard if you want to keep it in the family. Similar to diets an..
Amount of Millionaire Retirees Continues to Increase
May 4, 2018
There is a new study out from money manager United Income regarding the recent wealth of American retirees. The study finds that while the country’s retirees may be trending both healthier and wea..
3 Reasons Why You Should Be Maximizing Your IRA Contributions
October 19, 2017
Most people are notoriously bad at saving for their retirement. In fact, over 45% of people have nothing saved for retirement. Despite the fact that the sooner you start saving the less you will need ..
How to Handle Retirement Withdrawals
October 6, 2017
There are two main schools of thought when it comes to retiring and drawing down the money from an investment portfolio. One common practice is called the four percent safe withdrawal rate. The other,..
Retirement Planning for an Older Population
July 8, 2017
People Are Living Longer According to estimates published by the Office for National Statistics the average life expectancy for newborn girls is on course to reach just under 97 years and four month..
How Dividends Impact the 4 Percent Safe Withdrawal Rate
April 16, 2017
When I first started looking at planning for retirement and following personal finance blogs, I came upon the concepts of early retirement and the 4 percent “safe withdrawal rate.” I wonde..
Investing in an Aging Population
April 1, 2016
A report commissioned by the National Institute on Aging suggests that there are approximately 617 million people aged 65 and older in the world today. These individuals make up 8.5% of the world̵..