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The Road to a Secure Financial Future
Almost half of American families have no retirement savings. With the aging population growing, the government is hoping to find a way to help. Financial professional Jack Teboda talked with Business First AM about two new bills being proposed in Washington, and offered steps we can take to secure our own
financial future.
• Take Inventory
• Utilize Tax-Advantaged Accounts
• Set a Social Security Strategy
• Click here to determine your Full Retirement Age
• Create a Retirement Spending Plan
Money Personalities
The secret to financial success starts by finding out what drives the decisions we make with our money. Financial professional Jack Teboda talked with Business First AM about 5 personality types and ways to improve our behavior to achieve our money goals.
• Money Worshiper
• Click here for a budget worksheet
• Big Spenders
• Careful Saver
• The Avoider
• Risk Taker
Money Rules to Break
Age-old financial rules might be helpful, but times are changing and how we manage our finances needs to evolve. Financial professional Jack Teboda talked with Business First AM about rules we might consider breaking.
• Save 10% of Your Income
• Pay Off Your Mortgage Before Saving for Retirement
• Don’t Use Credit Cards
• Get a Tax Refund
•Click here for the IRS withholding calculator
4 Rules for a Financially Healthy Relationship
Listen as financial advisor Kevin Sanders shares tips for making the money conversation talkable.
Financial Infidelity: Is Your Spouse Cheating on You?
Financial advisor Amanda Jager shares red flags that may signal your partner is hiding money problems from you — and what to do about it.
Don’t Fall for These Social Security Myths
Get the facts about three Social Security misconceptions from financial professional Amanda Jager, including when to begin taking benefits.
Retirement Savings: How Much Do You Need?
Keep funding your retirement plan by taking advantage of an employer’s savings plan and catch-up contributions. Here’s how.
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Live Long and Prosper: 3 Realities of Longevity and Your Retirement
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Hard-charging entrepreneurs turn their dreams into reality. And that's not easy.
It's not enough to innovate, overcome obstacles and woo investors and customers...
Navigating the 3 Stages of Retirement
People often view retirement as just one more stage of life.
But that’s not exactly the case. Retirement isn’t just one stage; it’s at least three – although all three do share something in common...
Is Your Retirement Plan Ready for The Longevity Revolution?
Americans are living longer than ever, with the average life expectancy now rising to about 79 years. Some have referred to this trend as the “longevity revolution,” but it’s also creating a revolution in the way people think about retirement...
Is that retirement plan ready for longevity?
Sometimes a whole crate of birthday candles might not be enough. Americans are living longer than ever, with the average life expectancy now rising to about 79 years. Some have referred to this trend as the “longevity revolution,” but it’s also creating a revolution in the way people think about retirement...
The 2018 Tax Reform Is Out- How Will It Affect You and Your Family? (6 Crucial Changes You Need to Know About)
The votes are in, and we have a new tax system. The sweeping $1.5 trillion 2018 tax reform spearheaded by the Trump Administration changed taxes dramatically for the first time in three decades...
Navigating The 3 Stages Of Retirement
People often view retirement as just one more stage of life.
But that’s not exactly the case. Retirement isn’t just one stage; it’s at least three – although all three do share something in common...
Navigating the three stages of retirement
People often view retirement as just one more stage of life. However, that’s not exactly the case. Retirement isn’t just one stage; it’s at least three— although all three do share something in common...
Navigating the three stages of retirement
People often view retirement as just one more stage of life.
But that’s not exactly the case. Retirement isn’t just one stage; it’s at least three – although all three do share something in common...
Navigating The 3 Stages Of Retirement
He says people need to consider a number of factors – taxes, longevity and market risks, among others – to improve the odds of a joyful retirement, which is one reason Teboda says his firm takes a team approach to advising, using financial professionals with different areas of expertise...
Navigating The 3 Stages Of Retirement
He says people need to consider a number of factors – taxes, longevity and market risks, among others – to improve the odds of a joyful retirement, which is one reason Teboda says his firm takes a team approach to advising, using financial professionals with different areas of expertise...
Is Your Retirement Plan Ready for The Longevity Revolution?
Sometimes a whole crate of birthday candles might not be enough.
Americans are living longer than ever, with the average life expectancy now rising to about 79 years...
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