Discover the keys to pursuing a fulfilling and secure retirement. Staying socially connected, saving consistently, maintaining a healthy lifestyle, planning for future care, and preparing for retirement on your own terms.
Retirement
Guide to the ROTH IRA: Summary of features and specs.
Ready to dive into the world of ROTH IRAs? Great choice! These retirement accounts can be beneficial when pursuing a solid financial future, especially if you are not a big fan of taxes. Let’s break it down in plain, understandable terms, shall we? What is the...
Financial Resolutions for Individuals Nearing Retirement
The new year brings a fresh start and a chance to take control of your financial future. Check out our blog for financial resolutions to help you pursue your retirement goals and feel confident in your financial security. From fully funding your emergency fund to working with an Enduring Wealth Advisor, we’ve got you covered. Let’s make this year the year you confidently pursue your retirement dreams!
Year-End Planning for Retirees
Hello friend. As we approach the coming year, let’s look at year-end planning for your finances.
Forward-Thinking Investors Get Triple-Tax-Advantage from Healthcare Savings Accounts
Jane is a 32-year-old and recently discussed Health Savings Accounts (HSA) with her financial advisor on how to get the biggest benefits possible from her limited budget for long-term investments. She discovered that the HSA is much more than just a savings account....
Hero of Main St – VLog
What’s in a name? Mine is simple, one syllable, “Ralph”. It supposedly means wolf or hero. In my line of work I’d prefer hero, because the way I work is nothing at all like the “Wolf of Wall Street.” Call me the hero of main street. Our clients know they need...
Hot Air Balloons are like IRAs
Hot air balloons rise in the east, launching from Lake Skinner in Southern California’s Temecula wine country. On many weekday morning runs I’ll see a handful of them on the horizon. Small black spots, backlit by the rising sun. They rarely drift into the more densely...
What is an IRA?
According to the Internal Revenue Service, IRA stands for Individual Retirement Arrangements (IRAs).1 Let’s break it down from there. First (and foremost) they are owned by individuals. They are not owned by couples, and they are not usually provided by employers....
Five reasons NOT to contribute to your 401k plan.
If you’re barely making the minimum payments you are headed for bankruptcy, and guess what? Money that you put into a 401k plan is protected from creditors!
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What gets lost in the pile of junk mail and email we all receive? Did you know that some people read through all the junk? I haven’t got time for it.