Mike believes in creating an easy to understand retirement process. Whether you are recently employed, approaching retirement or have already retired - perhaps you are wondering why you have the accounts you do and how everything works for you?
*Focused on understanding Public Employee Retirement Systems since 2005
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
Individual bonds and bond funds can both provide an income stream, but there are important differences.
Food prices have risen more than 22% since the beginning of 2020, but shopping strategically might help households spend less on groceries.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
How much would your monthly lease payment be?
How Long Will Your Funds Last?