How much do I need to retire? Well that depends on several factors like how much in Social Security and pension income you’ll have, what do you plan on spending in retirement, how much debt do you have and will you liquidate assets to cover retirement expenses.
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Who wouldn’t want to add 1.57% to 2.99% to their retirement planning? According to Morningstar and Vanguard studies, smart financial planning and investment decisions can add from 1.57% to 2.99% to your bottom line in retirement!
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You can find the best financial advisor for your situation in 5 steps. 1. Use widely recognized online tools, 2. Make sure you find a fiduciary financial advisor and get that in writing, 3. Check out their online ratings and reviews, 4. Investigate them thoroughly, and 5. Interview them.
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In this episode of the Wealth Summit I interviewed Johanna Fox-Turner. She answers several questions such as what is a Roth IRA, what if you can’t fund a Roth IRA, and discusses the value of Roth IRA planning including how to allocate your investments in a Roth IRA.
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A homestead exemption can protect some—or all—of the equity in your primary residence in the event you’re sued by creditors AND it may provide you tax advantages.
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