Tag: 457

Successful Retirement Planning Strategies For Women

September 27, 2018 | By Steven DiGregorio

Everyone faces similar challenges in planning for their long-term financial goals, such as a successful retirement. But women seem to have a few unique obstacles to overcome. Fortunately, through a well conceived financial plan and implementing a solid strategy, women can alleviate those obstacles: Longer life expectancies – Women on average live seven years longer […] READ MORE


Retire Early

Investment Strategies to Retire Early

March 24, 2016 | By Steven DiGregorio

  About a third of all Americans think that they will not have enough money saved to retire. Carefully planned and executed retirement strategies will get you there — it’s possible to even retire early.   Start executing these early retirement strategies today, you’ll be glad you did:   1. Determine the amount of money […] READ MORE


To Rollover or Not to Rollover Your 401(k)

February 6, 2016 | By Steven DiGregorio

When leaving a job, take some time to evaluate the benefits of a 401(k) rollover.  The reasoning has to be sound, so let’s look at a few things to consider when evaluating the merits of rolling over 401(k) assets into an IRA. 1. Consolidation – Moving all of your 401(k) accounts at different former employers to […] READ MORE


6 Steps to Securing Your Retirement Portfolio

July 28, 2014 | By Steven DiGregorio

Few people reach retirement with perfectly allocated and optimized 401(k)s or IRAs. Only about 45 percent of all workers even have access to a workplace retirement plan at all, according to the Washington, D.C.-based Employee Benefit Research Institute. But if you do have one, chances are good you have more than one. The nature of the […] READ MORE


Increase Your Retirement Batting Average, Don’t Close Your Eyes!

June 5, 2014 | By Steven DiGregorio

If you don’t have an actual plan for how to achieve retirement successfully, you may just be “winging it”! Really?! How do you think that’s going to work out for you? It’s true that while many may participate in their company’s 401(k) plan or another workplace retirement plan, many workers don’t know what to invest […] READ MORE


Make Your 401(k) Retirement Plan Work For You

January 28, 2013 | By Steven DiGregorio

When it comes to saving for retirement and building a portfolio to last a lifetime, most Americans are way behind. More than 54% of Americans report that the total value of their household’s savings and investments is less than $25,000, according to the Employee Benefit Research Institute’s annual Retirement Confidence survey. What’s worse, 27% have […] READ MORE


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