Saving for Retirement and a Child’s Education at the Same Time

By |2020-03-08T20:32:42-05:00March 17th, 2020|College, Family, Retirement|

You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your retirement and your child's education at the same time can be a challenge. But take heart — you may be able to reach both goals if you make [...]

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Understanding IRAs Part 3

By |2020-02-16T21:14:00-06:00February 25th, 2020|Retirement|

An individual retirement arrangement (IRA) is a personal savings plan that offers specific tax benefits. IRAs are one of the most powerful retirement savings tools available to you. Even if you’re contributing to a 401(k) or other plan at work, you might also consider investing in an IRA. What types [...]

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The Roth 401(k)

By |2020-02-16T20:13:21-06:00February 18th, 2020|Insurance, Investing, Planning, Retirement|

Employers can offer 401(k) plan participants the opportunity to make Roth 401(k) contributions. If you're lucky enough to work for an employer who offers this option, Roth contributions could play an important role in maximizing your retirement income. What is a Roth 401(k)? A Roth 401(k) is simply [...]

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Housing Options for Older Individuals Part 2

By |2020-01-15T13:21:14-06:00December 17th, 2019|Real Estate, Retirement|

As you grow older, your housing needs may change. Maybe you'll get tired of raking leaves from the lawn of the house you bought 30 years ago because you liked its huge, shady backyard. You might want to retire in sunny Florida or live close to your grandchildren in Illinois. Perhaps you will need to [...]

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The Red Zone

By |2019-12-11T09:32:22-06:00November 22nd, 2019|Podcasts, Retirement|

Figuring out when to retire is a science because if it’s done too soon, you could run out of money. Retirement Professional Curtis Cloke is here to give you some pointers and explain the steps you can take to avoid this conundrum! Real Wealth® is an online radio program with a purpose to ed [...]

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Social Security Retirement Benefits Part 2

By |2019-11-05T09:20:18-06:00November 5th, 2019|Retirement, Social Security|

Social Security was originally intended to provide older Americans with continuing income after retirement. Today, though the scope of Social Security has been widened to include survivor, disability, and other benefits, retirement benefits are still the cornerstone of the program. Delaying retireme [...]

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Understanding IRAs Part 2

By |2019-10-15T09:55:09-05:00October 22nd, 2019|Retirement|

An individual retirement arrangement (IRA) is a personal savings plan that offers specific tax benefits. IRAs are one of the most powerful retirement savings tools available to you. Even if you’re contributing to a 401(k) or other plan at work, you might also consider investing in an IRA. What types [...]

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Understanding IRAs Part 1

By |2019-10-08T20:38:41-05:00October 1st, 2019|Retirement|

An individual retirement arrangement (IRA) is a personal savings plan that offers specific tax benefits. IRAs are one of the most powerful retirement savings tools available to you. Even if you're contributing to a 401(k) or other plan at work, you might also consider investing in an IRA. What types [...]

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Social Security Retirement Benefits

By |2019-10-08T17:08:04-05:00September 10th, 2019|Retirement, Social Security|

Social Security was originally intended to provide older Americans with continuing income after retirement. Today, though the scope of Social Security has been widened to include survivor, disability, and other benefits, retirement benefits are still the cornerstone of the program. How do you qualif [...]

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Top Two Threats to Retirees

By |2019-06-25T19:10:47-05:00June 21st, 2019|Podcasts, Retirement|

As baby boomers retire in droves, what does that mean for those of us still working towards it? This week we brought on Tax Attorney and Author Rebecca Walser to warn of the two biggest threats to wealth and how we can try to combat them. Real Wealth® is an online radio program with a purpo [...]

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