In this week's video, Casey breakdowns the recent ProPublica article that drew attention to some ultra-wealthy investor's massive Roth IRAs. The Roth IRA was designed to help average Americans save more money for retirement. So it's no wonder there has been quite the...
Retirement isn’t something that materializes overnight. We spend a large amount of time preparing for it, but the worry and anxiety doesn’t automatically disappear. Taking an active role in an attempt to simplify your financial life is crucial to a happy retirement....
Retirement is a big chapter in your life and is the reward for a lifetime of hard work. What do you plan on doing during your retirement? If you’re here at the Jersey Shore it could mean more time at the beach. For a lot of folks, it means more time to travel the...
Have you been trying to stay on track financially? Have you had trouble keeping spending in line here at the Jersey Shore? After a few months indoors you might feel like splurging just a little. Spending money is okay, but it needs to be tracked and organized. For...
Retirees face several risks when planning for retirement. Some of the biggest risks retirees face are market risk (assets will decrease in value), inflation or purchasing power risk ($1 today might not get you the same amount of goods 10 years from now), business risk...
A popular way for individuals to save for retirement is through a Roth Individual Retirement Account or Roth IRA. Who can open a Roth IRA? Any individual who has earned income may open and contribute to a Roth IRA. Earned income includes any money earned from salary,...
The Individual Retirement Account (IRA) is one of the most basic types of retirement savings vehicles available today. So who can open an Individual Retirement Account (IRA)? An IRA can be funded by an individual who has earned income in that current year -- and is...
One of the biggest reasons people invest is because they want to have enough money to live on later in life. They understand that even modest inflation deteriorates the value of their current dollars over the course of time. In order to at least keep up with...
? 1:50 - Should I take money out of my retirement account? Click here for the transcription of this video
? 1:20 - What should I expect when it comes to expenses during retirement? The transcription to this video can be found here
