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Clients are advised to minimize spending and tap possible sources of cash and credit, including their tax refund.
March 23 -
“Find ways to generate income,” says one financial planner.
March 11 -
While some retirees have seen a substantial increase in spending, many others are enjoying financial freedom.
March 10 -
To start, these clients are advised to start saving as early and contribute enough to their 401(k)s to qualify for their employer's matching contribution.
March 3 -
More than a quarter of women in a recent survey say they are confident they will comfortably retire, while almost a third of men voiced the same confidence.
February 27 -
Aside from income taxes, retirees will also pay consumer taxes and may face a 3.8% Medicare surtax.
February 24 -
The spike in the number of older employees in the workplace reflects a trend over the past decade.
February 18 -
Taking advantage of catch-up contributions is one of several methods that can help them get back on track.
February 12 -
Pre-retirees are encouraged to save aggressively and create a list of things they plan to spend their money on without remorse, an expert says.
February 6 -
Clients can void overspending by seeking out sales and discounts to lower their food and entertainment costs.
February 5