Author Archives: Robert Coode

Business Owners: What’s Your Plan for Retirement?

When it comes to retirement planning, do you cross your fingers and hope your business will provide the nest egg you’ll need to live comfortably? Rather than relying on your business to define your retirement lifestyle, consider a tax-advantaged retirement plan to supplement your strategy.

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The Tech Sector Could Be Dominating Your Portfolio

Each business cycle is unique, which makes it difficult to predict which sectors stand to benefit in the months ahead. Although there’s little you can do about the returns delivered by the financial markets, you can control the composition of your portfolio.

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The Financial Implications of a Chronic Illness

When you live with a chronic illness, you need to confront both the day-to-day and long-term financial implications of that illness. Talking openly about your health can be hard, but sharing your questions and challenges with those who can help you is extremely important, because recommendations can be better tailored to your needs.

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Building Confidence in Your Strategy for Retirement

Worker confidence seems to be on the rise, while retiree confidence is on the decline. A deeper dive into the research reveals lessons and tips that can help you build your own retirement planning confidence.

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Marriage and Money: Taking a Team Approach to Retirement

Even when most of a married couple’s retirement assets reside in different accounts, it’s still possible to craft a unified retirement strategy. To make it work, open communication and teamwork are especially important when it comes to saving and investing for retirement.

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Dividend Investing: Small Payments Can Boost Returns

Dividends have long been popular with retirees and others who are looking for regular income. But focusing on dividends can be appropriate for almost any investor, especially if dividends are reinvested to purchase additional shares.

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What Are Some Tips for Creating a Budget and Sticking to It?

Creating a budget is the first key to successfully manage your finances. Knowing exactly how you are spending your money each month can set you on a more clear path to pursue your financial goals.

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College Saving: How Does a 529 Plan Compare to a Roth IRA?

Roth IRAs were created a year later, in 1997, to give people a tax-advantaged way to save for retirement. But a funny thing happened along the way — some parents adapted the Roth IRA as a college savings tool.

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Don’t Wait to Ask Aging Parents These Important Questions

Talking with aging parents about their finances, health, and overall well-being might be a daunting task for some. But best time to start is when your parents are relatively healthy. Otherwise, you may find yourself making critical decisions on their behalf in the midst of a crisis without a roadmap.

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