Winning The Credit Score Game
Saving for Retirement Without a 401(k)
Our last SquareOne blog covered retirement savings for individuals with defined contribution retirement plans through their employer – the 401(k) with the Employer Match. However, suppose you are one of the 36% of private industry workers whose employer does not offer a defined contribution plan. In that case, you may be looking for options on […]
Winning The Retirement Game
Could delaying Social Security be the key to winning the retirement game? For many couples, the answer is a definite “Yes.” For most pre-retirees, the full SS retirement age is sixty-six (and a few months). That is the age when you can receive your full benefits based on your work history. However, you can begin […]
Wealth Creation Made Easy: Part II
Wealth Creation Made Easy: Part II
Last week’s article, Wealth Creation Made Easy, discussed a few time-tested rules to help you achieve significant wealth. The article highlighted three areas – that should you have consistent success in achieving, will provide you with a framework in creating wealth. Let’s take a deeper dive and discuss a few additional thoughts to make following […]
Wealth Creation Made Easy
Wealth Creation Made Easy
What does it mean to be wealthy? While there is no right or wrong answer, a recent 2021 survey conducted by Charles Schwab suggests Americans believe $1.9 million in net worth qualifies as wealthy. While most consider accumulating this kind of wealth a herculean task, only reserved for a select few, the truth is anyone […]
Winning the Psychology of Retirement
Winning the Psychology of Retirement
PIMCO is a leader in fixed income markets with more than $2 trillion of assets under management. They recently completed a study involving 750 wealthy investors who were either near retirement or already retired. The research focused on the changing psychology of retirees versus the ‘numbers’…how much money you need to retire and how much […]
Ask the Right Questions of Your Financial Advisor
If you want to achieve financial freedom by retirement age or earlier, you are going to have to invest a lot of money. To invest successfully, you will need to spend the time learning how to invest or hand over at least a portion of the responsibility to a professional investment advisor. Choosing an advisor […]