Articles & Books From Retirement

Article / Updated 08-31-2023
Protecting your retirement funds from disaster is a critical part of retirement planning. That’s where insurance comes in. You want to make sure your plan can withstand an unexpected event. Typically, health scares are the culprits in disrupting a plan, but home and auto accidents can be major expenses, too. Find your insurance declaration pages.
Cheat Sheet / Updated 04-14-2023
Inflation has become a big part of our lives lately. You need help to quickly determine just how much of a bite inflation takes out of, or will take out of, your hard-earned money, especially when you need precise and tailored calculations.This Cheat Sheet summarizes some important factors to keep in mind when you're considering retirement plans like Registered Retirement Savings Plans (RRSPs) and Tax-Free Savings Accounts (TFSAs).
Cheat Sheet / Updated 12-07-2022
Knowing how to build your 401(k) retirement plan, devising investment strategies, and making the most of your plan can all help to financially secure your path to retirement. During economic difficulties, you may be tempted to tap into your 401(k) funds, but most often, you're much better off financially if you can leave the funds alone.
RRSPs & TFSAs For Canadians For Dummies
Get the low-down on Canadian savings plansRRSPs & TFSAs For Canadians For Dummies will give Canadians a crash course in saving, investing, and holding their money in RRSPs and TFSAs. Readers will find the latest in Canadian tax laws, get the low-down on minimum and maximum balances, and real life examples to set themselves up for a stable financial future.
401(k)s & IRAs For Dummies
From the basics down to investing, get the most out of your 401(k) and IRA in any economic environment  When you’re ready to start setting aside (or withdrawing) money for your retirement—whenever that might be—401(k)s & IRAs For Dummies is here for you! It covers both types of retirement plans because they each have valuable tax benefits, and you may be able to  contribute to both at the same time.
Cheat Sheet / Updated 10-01-2021
When you’re ready to start setting aside (or withdrawing) money for your retirement — whenever that might be — take a look at the valuable benefits of each of these types of retirement plans. Consider investment recommendations including bundling, pre-tax contributions, and how life circumstances may change your opportunities.
Cheat Sheet / Updated 03-14-2021
No two retirement plans are completely alike. You may have heard that you’ll have a comfortable retirement if you save a certain amount of money by a certain age. “Just save a million bucks and you’re good,” such advice goes. But how long a million dollars will last in retirement is up to you, which you can figure out pretty easily.
Navigating Your Later Years For Dummies, Portable Edition
As we get older, a host of complicated decisions awaits us, and many of us tend to put them off. Now, there’s a handy guide to help you organize your thoughts and determine what’s best for you. The book covers just about every issue you could face in the future, including whether to stay in your current home, health insurance options, and the creation of wills, trusts, advance directives, and more.
Article / Updated 03-04-2020
Keeping track of your pension, which is important for planning your retirement, isn’t as easy as logging onto your online brokerage. Most companies are eager to get out of the pension business, so they farm the entire thing out to firms that specialize in pensions, such as Willis Towers Watson.If you need to call for pension help, you'll probably be talking to people who work for the firm your employer hired to handle the pension plan.
Article / Updated 03-04-2020
Getting money into your IRA is where the magic begins. You can’t build a portfolio until a source of funds exists. IRAs give you not only big leeway in what investments you buy but also lots of control over how you buy those investments. Set up IRA deposits When you’re talking about putting money aside that you can’t touch for decades, it’s easy to understand why lots of people put off retirement savings.