Money Advice

4 ‘must-dos’ if you want to retire early

Posted by The Simply Money Advisors Team on Sep 19, 2018 12:49:40 PM

Oh, another week at the office.

Let’s be honest. You’ve probably, at some point, dreamed of retiring early. You’ve imagined the thrill of walking into your boss’ office, confidently saying, “I’m outta here,” and heading towards the closest beach… or golf course… or wherever else your heart desires.

If you think this is just a dream, reality could be closer than you think. That is, if you’re planning properly.

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Topics: Retirement

The ins-and-outs of a 401(k) in-service distribution

Posted by The Simply Money Advisors Team on May 23, 2018 10:06:00 AM

At Simply Money Advisors, we like to educate you on all of your options for retirement planning. There are many different aspects you have to consider, including lifestyle, tax strategies, insurance, and retirement accounts.

Another factor to think about is a potential ‘in-service distribution.’ Not all 401(k) plans give you this option, but it may be something to consider if yours does. 

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Topics: Retirement, 401(k)

Single? How you should approach retirement planning

Posted by The Simply Money Advisors Team on May 16, 2018 10:13:00 AM

With more Americans forgoing or prolonging marriage, as well as an increase of divorces for those over the age of 50, many of you may end up retiring single. And while being single can have its advantages such as not saving for college if you don’t have children, there are some specific retirement planning challenges that single individuals may face. 

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Topics: Retirement

How to help your adult kids without giving money

Posted by The Simply Money Advisors Team on May 9, 2018 11:18:00 AM

“You give a poor man a fish and you feed him for a day. You teach him to fish and you give him an occupation that will feed him for a lifetime.”

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Topics: Retirement


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