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Iris Sagrado | Aug 24, 2023

Personal Experience with Phased Retirement

retirement
Retirement planning
taxes
Personal Finance
Financial Planning
Reboot, Rewire or Retire: Personal Experiences With Phased Retirement and Managing a ‘Life Portfolio’ This 78-year-old former actuary and retirement consultant
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Iris Sagrado | Aug 5, 2023

6 Steps to Determine Your Retirement Deadline

retirement
Retirement planning
taxes
Personal Finance
Financial Planning
Much of the confusion of retirement planning has to do with folks not understanding that it's more than simply saving. Good planning involves actionable steps
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Iris Sagrado | Aug 5, 2023

3 Retirement Roadblocks for Women – and 4 Ways to Get Around Them

retirement
Retirement planning
taxes
Personal Finance
Financial Planning
Women need to plan for an independent retirement. Statistically speaking, women live longer than men. 1 U.S. census figures show that 59 is the median age of
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Iris Sagrado | Jul 21, 2023

Retirement Strategy: When and How to Update Your Retirement Plan

retirement
Retirement planning
taxes
retirement
Personal Finance
Financial Planning

While you and your trusted retirement professional will work to create an overall retirement strategy, this does not mean that you won't need to make changes

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Iris Sagrado | Jul 21, 2023

Retirement Strategy: Planning Your Retirement Lifestyle

retirement
Retirement planning

Some retirees succeed at realizing the life they want; others don't.

Fate aside, it isn't merely a matter of investment decisions that make the difference

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Iris Sagrado | Jul 12, 2023

What To Know Before Retiring Early

retirement
Retirement planning
taxes
retirement
Personal Finance
Financial Planning

Early retirement may seem like a dream come true. However, you need to be well prepared if you want to retire early. If you’re not prepared, you might run into

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Iris Sagrado | Jul 12, 2023

Retirement Planning: What do Military Families Need to Know?

retirement
Retirement planning
taxes
retirement
Personal Finance
Financial Planning

Retirement is an exciting life milestone that requires careful planning and budgeting. For military families, it requires even more knowledge, because you need

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Iris Sagrado | Jul 5, 2023

The Surprising Student Debt Problem of High Earning Millennials

College Savings

Sixty-five percent of college seniors graduating from private or public college have accumulated student loan debt.1 That debt averages out to around $28,950

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Iris Sagrado | Jul 5, 2023

Savings Accounts vs. Money Market Accounts

College Savings

When you want to stash away some of your money, it’s likely you’ll turn to the account options provided by local banks and credit unions. While it’s common to

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Iris Sagrado | Jun 26, 2023

Retirement vs. Funding Your Children's College Education

College
college education
college planning
College Savings

As many parents start ramping up their retirement planning efforts, their children are also preparing for an important next step in their lives: higher

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Iris Sagrado | Jun 12, 2023

Are You Paying Off Student Loans? 3 Financial Tips to Keep in Mind

College
college education
college planning
College Savings
Education planning

Graduating from college is a momentous occasion and one that any student should be incredibly proud of doing. As you leave the confines of your college campus

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Iris Sagrado | Jun 12, 2023

Smart Things to Do With Your Extra Student Loan Money

college education
college planning
College Savings

When you embark on your college career, there is a good chance that you may have to seek additional funds through the procurement of student loans to pay for

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