This article originally appeared in Forbes.com. You’re happy in your career. You’re earning enough for now and putting money away for later. You feel productive. You like working. When asked, you say you have no plans to retire until you’re at least 65. Surprise! Things happen. You could confront health challenges that affect you or[Learn more…]
Retirement Planning
When Can I Retire?
When can I retire and still live the way I want to live? Rick Miller describes some basic concepts about retirement savings.
When I’m 64…Err 94: Retiring Gracefully Along With Your Parents
These days, families deal with parents and children aging together. What steps can you take to reduce the chances that either you or your parents will have to struggle financially during your retirement?
Mega Backdoor Roth 401(k)
What is a mega backdoor Roth? What are the benefits and risks? Will it help increase retirement savings? What about tax-free savings growth?
Sensible Scenarios: Family Comes First
The Greens want to retire early and spend time with family. Sensible created a financial plan so they could step back from their stressful jobs and relax.
Sensible Scenarios: Stress Free in Arizona
Remember when you were a kid and grownups asked you what you wanted to be when you grew up? That was then, and this is now. You are a grownup. You’ve finished school, gone to work, and started a family or a business. Now you’re settled, but you still have dreams. Maybe you want to[Learn more…]
Boston Globe: Annuities regain a bit of luster as retirements get longer
Rick Miller was quoted in a recent Boston Globe article: Annuities regain a bit of luster as retirements get longer You can read about it here.