retirement summary

Sheri’s Summer Retirement Summary Part 2: The Wonderful Worlds of Retirement

Welcome back! In my last post, I launched this year’s SageBroadview summer blog series, “Sheri’s Summer Retirement Summary.” When it comes to retiring, there is no one best way for everyone. That’s what makes the subject so fascinating. That said, most people’s retirement planning fal
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retirement summary

Introducing: Sheri’s Summer Retirement Summary

Hey everyone, happy first official day of summer! Is the pool open? Before you head out, I hope you’ll join me in celebrating the launch of our fourth annual summer blog series. It all started in 2014, when we shared a summer series of Evidence-Based Investment Insights, followed by a
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Financial Havoc

John Oliver’s Award-Winning Take on Financial “Havoc”

Part I: Retirement Plans and Credit Checks Did you catch the Emmy awards in mid-September? While the pageantry can be a bit much for my bookworm tastes, I was thrilled to see John Oliver, one of my favorite commentators, receive an Emmy for his “Last Week Tonight” show. Well deserved!
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Time is Money

Time Is Money: Start Saving for Retirement Now – Summer Refresher Series

Let us count the ways that we still love this post about the benefits of youthful investing in a Roth IRA. First, there are few investment lessons more powerful than the importance of starting to save and invest when you’re young, with time, compound returns and tax sheltering opportu
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financial index cards

Financial Planning with Sage Simplicity

The power of elegant simplicity is certainly nothing new. When explaining the Tao of the universe back in fifth or sixth century BC, Lao Tze is said to have said, “A journey of a thousand [miles] starts with a single step.” But when it comes to financial planning, we have a way of mak
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SBV-innews-njmoneyhelp

SBV In The News: What’s better: A SEP-IRA or a Solo 401(k)?

NJMoneyHelp.com asked for Sheri Cupo’s advice  for their readers in “What’s better? A SEP-IRA or a Solo 401(k)?” The question was: “ I’m self-employed. How do I decide on the right retirement account: a SEP-IRA, or a Solo 401(k) or a regular IRA?” Read the answer here: NJMoneyHelp.com
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redifine retiement

Redefining Retirement, Redux

As consecutive blizzards continue to weigh heavy on the Eastern seaboard, it can be tempting to dream of the days that you don’t care if another foot or two comes down … because you’re RETIRED. Throw on an extra sweater, hire the neighbor boy to shovel, and pour that second cup of cof
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Has Up-in-the-Air Social Security Got You Down?

By J. David Principe, CFP®, Senior Advisor A general air of pessimism regarding the stability of our Social Security system has been ongoing for many years. Is the skepticism still warranted? If you’ve been a staunch Social Security pessimist, it may be time to take a fresh look at th
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Giving 403(b) Plan Participants Their Due - Part 2

Giving 403(b) Plan Participants Their Due – Part 2

Part II: The 403(b) Plan: Pocket Change or Life’s Savings? As touched on in Part 1 of our two-part series on 403(b) plans, “A Call for 403(b) Plan “Higher Education,” it was initially assumed that the 403(b) would serve as a supplement – not a replacement – for participants’ tradition
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Giving 403(b) Plan Participants Their Due

Giving 403(b) Plan Participants Their Due

Part I: A Call for 403(b) Plan “Higher Education” When seeking financial advice for managing your retirement plan assets, it seems the 401(k) receives a lot more press than the similar, but different 403(b) plans used by government and tax-exempt groups such as schools, hospitals and
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