How to Pick a Financial Planner
by Kathryn Bergeron
June 2, 2016
It’s not always easy to take a dispassionate view of your own financial situation and decide on the proper mix...
Investing & Retirement
Save Money on Investing
by Kathryn Bergeron
June 2, 2016
Looking for a partner in wealth? Your company 401(k) is a smart choice because you defer paying taxes on your...
Financial Management: Credit Card Smarts
by Kathryn Bergeron
June 2, 2016
Credit cards often get a bad rap. But by themselves, they are not necessarily evil. They can actually be useful...
Healthy Retirement 101: What to Do in Your 50s
by Kathryn Bergeron
June 2, 2016
When you’re in your 50s, you may feel as though you’re barreling toward the finish line of your career. In...
Healthy Retirement 101: What to Do in Your 40s
by Kathryn Bergeron
June 2, 2016
Saving for retirement can be a balancing act, particularly if you put it off until a time when you’re earning...
Healthy Retirement 101: What to Do in Your 30s
by Kathryn Bergeron
June 2, 2016
By the time you reach your 30s, you’re probably ready to settle down, buy a home, and maybe even start raising...
Healthy Retirement 101: What to Do in Your 20s
by Kathryn Bergeron
June 2, 2016
College is a few years behind you, and you’re working and feeling pretty good about your future. It may be...
Investment 101: How to Start a 401(k)
by Kathryn Bergeron
June 2, 2016
To encourage people to save for retirement, the government offers a number of tax advantages for contributing to special retirement...
Money Management for Retirement: Savings Plans That'll Fit Into Your Budget
by Kathryn Bergeron
June 2, 2016
It is often debated whether Social Security will be around in 20 to 30 years. But the reality is that...
Make Your Golden Years Great: Money Management & Budgeting Strategies for People Close to Retirement
by Kathryn Bergeron
June 2, 2016
Life Does Not Get Cheaper in Retirement “In my experience, clients are often surprised to find that their expenses do...
Personal Finance Checkup: How to Tell if You're On Track with Retirement Savings
by Kathryn Bergeron
June 2, 2016
Know Your Current Financial Status The first step is knowing the status of your personal finances. “Getting from point A...
Am I Ready to Retire? Financial Management for Your Future
by Kathryn Bergeron
June 2, 2016
Am I Ready to Retire? Financial Management for Your Future With savings, this could be you. It’s never too early...
When Your Budget Doesn't Cut It: Early Withdrawals from Retirement Savings Plans
by Kathryn Bergeron
June 2, 2016
Congress created tax laws for retirement savings plans that both encourage savings and punish early withdrawals. The rules extend to...
Need Money? Personal Finance Tips When Borrowing from a Retirement Account
by Kathryn Bergeron
June 2, 2016
When you're in a bind financially, it can be very tempting to turn to your nest egg for a quick...
Changing Jobs? Finance Tips on What to Do With a 401K Retirement Plan
by Kathryn Bergeron
June 2, 2016
Congratulations on your new job! Before you are too far gone from your old position, you need to decide what...
How to Reduce Spending, Expenses & Debt in Retirement
by Kathryn Bergeron
June 2, 2016
How to Reduce Spending, Expenses & Debt in Retirement When you have an extra 2,000 hours to fill because you’re...
Money Management: Why You Need an Emergency Fund
by Kathryn Bergeron
June 2, 2016
Kiplinger contributing editor Cameron Huddleston learned this lesson the hard way: Everybody needs an . She shares her experience here...
Understanding the Investment Risk Pyramid
by Quicken
March 31, 2016
Draw a pyramid on a scrap of paper, then look at the image. You'll see that your pyramid is large...