A stock-market decline is uncomfortable at any age, but it can be especially dangerous during the first few years of...
Joe Anderson
Since 2008, Joe has co-hosted Your Money, Your Wealth®, a consistently top-rated weekend financial talk radio program in San Diego. Joe was ranked #7 out of 200 in AdvisorHub’s Advisors to Watch RIAs (2024) and named to the 2023 Forbes Best-In-State Wealth Advisors list, ranking #9 out of 117 advisors on the list for Southern California
Paying off the mortgage before retirement can feel like crossing the finish line. The largest monthly payment disappears, housing feels...
Saving for retirement is only half the job. Once the paycheck stops, retirees need a system for deciding how much...
Becoming a millionaire is often portrayed as the result of an extraordinary salary, a successful business or one perfectly timed...
Retirement changes the job of an investment portfolio. During working years, the goal is usually straightforward: keep saving, remain invested...
Buying a home and saving for retirement can feel like competing financial goals, especially for younger workers in expensive housing...
Early retirement can look straightforward when the account balance is large enough. One household in this example has roughly $4.6...
A pension can completely change the way retirement should be planned. Instead of relying almost entirely on investments, a retiree...
The final year before retirement can be more financially important than many of the years that came before it. Once...
Tommy and Monica appear to be in an enviable position. He is 61, she is 62, and together they have...
Two retirees can earn the same average investment return over 30 years and experience dramatically different outcomes. One can leave...
Paul and Angela have achieved a retirement milestone many households spend decades chasing. They have accumulated roughly $3 million across...
Paul and Angela have achieved a retirement milestone many households spend decades chasing. They have accumulated roughly $3 million across...
The most important number in personal finance is not income. It is the difference between income and spending. Someone earning...
A large traditional IRA is usually treated as evidence that retirement planning went well. It represents decades of tax-deferred contributions...
