Posts tagged retirement savings
Your Pre-Retirement Checklist
Your Pre-Retirement Checklist

Your family’s journey to financial independence will look different from your neighbors and friends. However, there are commonalities on the path to retirement that should be considered well before you resign or exit the business. In this post, I’ll be discussing seven items you should have on your pre-retirement checklist.

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New + Noteworthy, LegacyDeb MeyerWorthyNestretirement planning, retirement, investing for retirement, retirement guide, retirement savings, pre-retirement checklistComment
What to do with your 401(k) plan
What to do with your 401(k) plan

Whether retirement is near or far away, you’ve been assured that more savings now generally leads to a bigger nest egg later. You believed that diligence and determination were the keys to building wealth.

So, in today’s uncertain economic environment, what do you do with your employer-sponsored 401(k) or 403(b) plan?

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New + Noteworthy, TacticsDeb MeyerRedefining Family WealthCOVID-19, Coronavirus, djia, dow jones, stock market, stock market crash, stock market volatility, wealth, wealthy, emergency fund, opportunity fund, retirement plan, retirement savings, retirement, how much to save for retirement, 401k, 403b, economics, investment, investment accounts, Investment Strategy, Amazon, bonds, fixed income, target-date, target asset mix, stock, mutual fund, equities, rebalance, self-directed, investment advisor, risk tolerance, conservative, aggressive, loss aversion, stock declines, financial anxiety, market volatility, stock market swings, 401k contributions, take money out of the 401k, IRA, IRA rollover, Fidelity, Schwab, financial planningComment