Accumulating $5 million for retirement sounds like the point at which financial planning should become easy. The mortgage may be...
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
Reaching retirement with more than $2 million can feel like crossing the finish line. For a household that spent decades...
Investors spend decades thinking about asset allocation: how much should be in stocks, bonds, real estate and cash. Once a...
Social Security claiming decisions are often reduced to a simple argument about whether to take the money early or wait...
A retiree with several million dollars invested might seem like the last person who needs to worry about optimizing Social...
Saving nearly $4 million for retirement sounds like the opposite of a financial problem. It represents decades of disciplined contributions,...
Reaching $2 million in retirement savings sounds like the point when financial planning should become easier. For many households, it...
Building a large 401(k) is generally considered one of the clearest signs that retirement planning has gone well. Workers receive...
Some of the wealthiest people are difficult to identify because they are not trying particularly hard to look wealthy. They...
There are plenty of legitimate reasons to claim Social Security before age 70. Someone in poor health may reasonably want...
Required minimum distributions are easy to ignore when retirement is still several years away. The money is growing tax-deferred inside...
Americans tend to plan for retirement as though the date were theirs to choose. Work until 65. Build the 401(k)....
The standard Social Security advice is becoming almost automatic: Delay benefits until 70 and collect the largest possible monthly check....
A Roth conversion is often presented as one of retirement planning’s most powerful tax strategies. Money is moved from a...
The three little pigs offer an unexpectedly useful lesson in retirement planning. One built quickly with straw, another chose sticks...
