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.....»»
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. .....»»
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 .....»»
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. &.....»»
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.....»»
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,.....»»
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.....»»
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......»»
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. .....»»
Pete the Planner: Retirement day here? Enacting your plan requires a bit more planning
A retirement finalization plan con.....»»
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.....»»
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.....»»
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.....»»
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.....»»
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.....»»
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. .....»»
‘Corona Beer Virus?’ The Global Epidemic Is Taking a Real-Life Toll on the Beverage
The novel coronavirus has an unlikely victim — one of the world’s most popular beers The novel coronavirus has an unlikely victim — one of the world’s most popular beers. Corona has become t.....»»
Outside the Box: SECURE Act: This financial planner believes you probably don’t need an annuity for your retirement
The SECURE Act is transforming retirement planning and creating new opportunities for sellers of annuities......»»
Estate planning: How to tell your children they"re not getting an inheritance
One reader asks Pete the Planner if there's anything wrong with not leaving kids an inheritance. Here's Pete's advice on communi.....»»
30 of America’s most popular grocery stores
24/7 Tempo has assembled a list of some of the most popular grocery stores around the country, based on quanti.....»»