Financial Planning

The 4% or the 7% Retirement Rule: Which One is Best for You?

Discover the ins and outs of the 4% and 7% rules for retirement planning and how these strategies can help calculate a safe withdrawal rate and ensure your financial independence throughout your golden years.

Author
Christopher K. Winn
Jan, 23 2023 · Financial Planning
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Saving for Retirement at 55: How to Start a 401K and Catch Up with Your Savings

It is never too late to start saving money or investing for retirement. However, the older you get, the fewer options you have and the more complicated it seems. We’ve prepared a guide on how to start a 401k at 55 and catch up on your retirement savings starting today!

Author
Christopher K. Winn
Jan, 23 2023 · Financial Planning
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Planning for a $500K Retirement in 2023: Strategies for a Secure Future

You might be considering the big question, “Can I retire with 500k?”
For many, this is the ultimate query, akin to asking if half a million is enough to retire. We all aspire to retire comfortably, but what does that entail?

Author
Christopher K. Winn
Nov, 21 2022 · Financial Planning
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What Things You Must Do 6 Months Before You Retire? The 2023 Complete Checklist

Plan your retirement in 2023 with ease using our essential checklist. Navigate financials, reduce debt, and set up for healthcare and emergencies for a secure future.

Author
Christopher K. Winn
Nov, 21 2022 · All articles
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What Are the I-Bonds and Why Should You Invest? A Complete Guide on Series I US Saving Bonds

What are i-bonds and is it worth investing your funds? What are the current rates? When do series i-bonds mature? Learn everything about series I bonds in our blog!

Author
Christopher K. Winn
Oct, 31 2022 · All articles
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Retirement Expenses 101: The Largest Expenses Average Retirees Pay and How to Prepare Now

Unexpected expenses in retirement might seem a minor risk, but without a retirement budget plan you can find yourself spending thousands where you could have saved. Check our blog to learn about typical retirement expenses to prepare for.

Author
Christopher K. Winn
Oct, 31 2022 · All articles
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