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
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
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
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
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
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