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Pete the Planner: Doing what’s right isn’t always popular when planning for retirement

Doing the right thing financially is hard. It's OK to acknowledge this from time to time, but don't talk yourself out continuing to do i.....»»

Category: topSource: usatodayNov 9th, 2018

Pete the Planner: What to do when your retirement money problem isn’t a financial one

A soon-to-be retiree with $2 million in assets and $400,000 in income is worried that he won't be able to afford to retire. Pete the Planner tries to help with suggestions about budgeting in retirement.         .....»»

Category: topSource: usatodayJul 20th, 2018

Pete the Planner: Use 529 plans for college savings even if your time horizon is short

A tight time horizon should never dissuade a person from saving money. This is true whether you’re using a 529 plan or a Chock Full o’ Nuts can. .....»»

Category: topSource: usatodayNov 30th, 2018

Retirement planning: 11 more ways to age your wealth gracefully and happily

Last year, I gave you my 11 most frequently offered tips on aging well. It was among my best-read columns. Since then, I’ve collected ot.....»»

Category: topSource: usatodayOct 7th, 2018

Pete the Planner: Long-term health care costs blow up couple's retirement planning

Most people should explore long-term care insurance, especially if they are concerned about their assets being diverted entirely to their medi.....»»

Category: topSource: usatodaySep 7th, 2018

Retirement tips: 8 ways to start your year-end financial planning now

Begin your planning while there’s still plenty of time to increase your retirement savings, lower your taxable income and avoid tax pen.....»»

Category: topSource: usatodayAug 29th, 2018

Retirement tips: 8 ways to to start your year-end financial planning now

Begin your planning while there’s still plenty of time to increase your retirement savings, lower your taxable income and avoid tax pen.....»»

Category: topSource: usatodayAug 29th, 2018

Do you have enough life insurance? Pete the Planner now thinks he needs more

Up until this week, I’ve enjoyed the peace of mind that comes with purchasing the right amount of life insurance to protect the financial interest.....»»

Category: topSource: usatodayAug 3rd, 2018

Pete the Planner: Retirement day here? Enacting your plan requires a bit more planning

A retirement finalization plan con.....»»

Category: topSource: usatodayJul 27th, 2018

Pete the Planner: Evolution of personal finance advice depends on people actually caring

The world of personal finance doesn't seem to have learned the lessons of the past 20 years. It may look as though Americans turned a corner but, in truth, we didn’t.      .....»»

Category: topSource: usatodayJun 29th, 2018

Pete the Planner: A critical look at Roth IRAs, a financial product I've used for 20 years

The Roth IRA is the best financial product that exists today. But Roth IRAs aren’t perfect, and today I’m choosing to lean into their imperfections......»»

Category: topSource: usatodayJun 8th, 2018

Pete the Planner: Student loan grace period? Ignore it and start financial journey right

As we are in the midst of college graduation season, there’s a large group of 22-year-olds out the.....»»

Category: topSource: usatodayJun 1st, 2018

Let’s get real about planning: What an average retirement costs

According to the latest data, “older households” — defined as those run by someone 65 and older — spend an average of $45,.....»»

Category: topSource: usatodayMay 31st, 2018

Retirement planning: How much should I contribute to an IRA — and how often?

IRAs are a great way to save for retirement. So, how do you maximize the benefits of an IRA? Here’s how much and how often to contribute to your.....»»

Category: topSource: usatodayMay 26th, 2018

Retirement planning: 15 reasons to start the process while still in your 20s

There are many reasons to start planning for retirement now while you’re young, healthy, and vibrant. Seniors are now healthier than they were even .....»»

Category: topSource: usatodayApr 21st, 2018

Pete the Planner: Health is a factor when doing the math on Social Security enrollment

The decision on when to take Social Security should be based on your health, your spouse’s health, income sources and asset levels, says Dunn. &.....»»

Category: topSource: usatodayApr 13th, 2018

We tested 14 popular cheeses from Trader Joe’s—and this was the best one

From brie to cheddar, we tried them all.         From brie to cheddar, we tried them all.        .....»»

Category: topSource: usatodayJan 18th, 2019

This is what happens to the money you tossed in the Trevi Fountain

If you’re planning a ‘Roman holiday’ ala Audrey Hepburn, this is where your money will go to. Well a few of your euros… Susana Victoria Perez has more.   &#.....»»

Category: topSource: usatodayJan 16th, 2019

Are Spirit Airlines' cheap tickets really a good deal?

If you’re already planning for your 2019 travel advent.....»»

Category: topSource: usatodayDec 27th, 2018

Everything you need to know about your 401(k) plan

Employers aren’t required to offer 401(k) retirement plans to employees, but if you have one, here&rsquo.....»»

Category: topSource: usatodayNov 29th, 2018

Try these 4 mental tricks to save more for retirement

How do you psych yourself up to save money for a goal that’s decades away, like retirement.....»»

Category: topSource: usatodayNov 24th, 2018