Archive for March 2019
Wise Money | Retirement Planning…with Basketball?
On this week’s episode of Wise Money, Michael Andersen discusses how retirement planning is more like March Madness than you think.Read More
What Is An Emergency Fund? – Why do You Need One?
Having an emergency fund is absolutely key to long term financial success. You don’t want one unexpected event to trigger a snowball effect of lack of funds growth in debt.…Read More
What Is Net Worth – How to Calculate Your Net Worth
“Everything you own minus everything you owe.” The calculation is always the same — Asset – Liabilities = Net Worth. So, when you’re thinking about retirement it is important to…Read More
Wise Money | How to Handle Retirement’s Biggest Financial “What If’s”
On this episode of Wise Money, Michael Andersen discusses how to handle the “what if’s” in your financial portfolio.Read More
Wise Money | Answering the Longevity Question
People are living longer these days and need a retirement plan to match. Today on Wise Money, Michael Andersen talks about how to plan for 100 and beyond.Read More
How to Avoid Retirement Tax Surprises
Retiring can come with some expensive surprises. To avoid getting hit with unexpected expenses when you retire, financial advisors suggest planning as far in advance. Even if you are just about to retire, there are a few tips that can save you a lot of money and headaches when you file your taxes. Since nearly half of retirees wish they had been better prepared for the jump in taxes in retirement. 1 in 4 says they paid thousands more than they anticipated, getting educated can be a real wallet saver. This is truer than ever for the upcoming retirees, as they are more likely to use tax-deferred options, like 401(k)s, as a main source of income.Read More