Tag Archives: 401k

How to close the real estate agent retirement gap

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Real estate agents can and should expand their real estate retirement repertoire, Thomas Phelan writes, not only for their personal retirement future but to help their clients. Continue reading →

Beyond the 401(k): 2025 retirement moves for agents

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While most Americans default to employer-sponsored 401(k) plans, self-employed real estate professionals need more adaptable solutions, Certified Financial Planner Amanda Neely writes. Continue reading →

7 tax-advantaged accounts every real estate agent needs to consider

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You have myriad options to be saving for your future financial success. Certified Financial Planner Jordan Curnutt tells you how to maximize the potential of your investments. Continue reading →

How to Invest Safely During COVID-19

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In challenging times like these, the topic of investing wisely can seem somewhat unimportant. But while your physical and mental health are clearly paramount, you’ll also want to take good care of your finances. That’s why two personal finance experts … Continue reading →

COVID-19 and Your Money: Tips From Experts

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Chances are, the coronavirus has upped your worries about your personal finances. And if you’re nearing, or in, retirement, the pandemic-triggered stock market plunge may be making you especially upset. So, my two Friends Talk Money podcast co-hosts an… Continue reading →

Ways to Bolster Your Finances Due to the Coronavirus

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The coronavirus outbreak, we know, is a health crisis and a national economic crisis. It’s also, for many Americans, a personal-finance crisis. Many of us, especially those in our 50s or 60s, are now very worried about our money due to the pandemic. Th… Continue reading →

3 Ways the COVID-19 Stimulus Law May Help Your Financial Problems

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In normal times, it’s not wise to dip into your retirement savings for purposes other than retirement. But the coronavirus pandemic has made this anything but normal times, and you may be desperate for cash. So, you’ll want to know about retirement-pla… Continue reading →

Your 2020 Personal Finance Calendar To-Do List

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The start of a new year is when many of us ask ourselves what lies ahead personally, professionally and financially. We happily hang a colorful 2020 calendar, jot down birthdays, upcoming vacations, and other future events. My guess is, however, you do… Continue reading →

6 Ways the SECURE Act May Impact Your Retirement

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The new Setting Every Community Up For Retirement Enhancement (SECURE) Act, just signed by President Trump, is the broadest piece of retirement legislation passed in 13 years. Ultimately, the law focuses on retirement planning in three key areas: 1) mo… Continue reading →

Finally: A Push to Help Americans Save for Emergencies

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For six years running, the Federal Reserve has found that roughly 40% of U.S. households would have difficulty coping with a $400 unexpected expense. A financial emergency would hit people 50 and older especially hard; AARP recently found that 51% of A… Continue reading →