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Tag: retirement

July 12, 2014 – Herb Montgomery

By on July 14, 2014 in Radio Show with 0 Comments

Chris is joined by show sponsor Herb Montgomery of The Montgomery Financial Group on this week’s edition of “Something More.” Chris and Herb discuss market conditions and risk of a pullback and discuss what an investor should do. They also discuss dangerous investments and warn against advisors who push products that you may not need. […]

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Financial Choices: College, Retirement, or Both?

By on June 27, 2014 in Newsletter Articles with 0 Comments
Financial Choices: College, Retirement, or Both?

Life is full of choices. Should you watch Breaking Bad or Modern Family? Eat leftovers for dinner or order out? Exercise before work or after? Some choices, though, are much more significant. Here is one such financial dilemma for parents. Should you save for retirement or college? It’s the paramount financial conflict many parents face, especially as more couples […]

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Women and Retirement Planning

Women and Retirement Planning

Women face special challenges when planning for retirement. Because their careers are often interrupted to care for children or elderly parents, women may spend less time in the workforce and earn less money than men in the same age group. As a result, their retirement plan balances, Social Security benefits, and pension benefits are often […]

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15 Facts about Social Security

By on May 20, 2014 in Newsletter Articles with 0 Comments
15 Facts about Social Security

It’s easy to take Social Security for granted when retirement is years away, but with 94% of the U.S. workforce covered by Social Security,* it’s likely that this program will play a role in your financial future, perhaps even sooner than you think. Here are some facts and statistics from the Social Security Administration that […]

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May 10, 2014 – Moms, Proms, and Co-Host Mike Burton

By on May 12, 2014 in Radio Show with 0 Comments

Chris is looking for your good Mother’s Day gift suggestions on this week’s “Something More.” Mike Burton of Slade Mortgage sits in the co-host chair and talks about his upcoming reverse mortage seminars. He also answers some frequently asked questions about reverse mortgages and issues the “Best Joke Challenge.” Chris talks about an online service called […]

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Saving through Your Retirement Plan at Work? Don’t Let These Five Risks Derail Your Progress

By on April 9, 2014 in Newsletter Articles with 0 Comments
Saving through Your Retirement Plan at Work? Don’t Let These Five Risks Derail Your Progress

As a participant in your work-sponsored retirement savings plan, you’ve made a very important commitment to yourself and your family: to prepare for your future. Congratulations! Making that commitment is an important first step in your pursuit of a successful retirement. Now it’s important to stay focused–and be aware of a few key risks that […]

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March 22, 2014 – Guest Host Mike Burton

By on March 24, 2014 in Radio Show

Mike Burton of Slade Mortgage sits in the host chair on this week’s edition of “Something More.” Mike welcomes special guests Cheryl Kramer and Karen Bar of the Housing Assistance Corp to chat about reverse mortgages.  Listen Here!

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How much money should I save for retirement?

By on March 5, 2014 in Newsletter Articles with 0 Comments
How much money should I save for retirement?

The obvious answer is, as much as you can. You’ll probably need to build a fund that you can draw on for much of your retirement income. This may be possible to do if you start early and make smart choices.

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How much can I contribute to my IRA in 2014?

How much can I contribute to my IRA in 2014?

The amount you can contribute to your traditional or Roth IRA remains $5,500 for 2014, $6,500 if you’re 50 or older. You can contribute to an IRA in addition to an employer-sponsored retirement plan like a 401(k). But if you (or your spouse) participate in an employer-sponsored plan, the amount of traditional IRA contributions you […]

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Are you ready to retire?

By on January 31, 2014 in Newsletter Articles with 0 Comments
Are you ready to retire?

Here are some questions to ask yourself when deciding whether or not you are ready to retire. Is your nest egg adequate? It’s obvious, but the earlier you retire, the less time you’ll have to save, and the more years you’ll be living off of your retirement savings. The average American can expect to live […]

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