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Blog

The Power of the Roth IRA

Apr 3, 2025
Categories
#RothIRA #Retirement #RetirementPlanning #TaxFree #NoRMDRequirement
https://www.wsj.com/personal-finance/retirement/roth-ira-retirement-account-young-workers-fcc63f8c?st=DA8NPV&reflink...
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person holding clear glass glass by Drew Beamer courtesy of Unsplash.

Planning for the Future

Mar 11, 2025
Categories
Future
Retirement
Retirement Planning
Financial Planning
Money
Finance
Sooner than you Think
Don't Delay
Begin with the End In Mind
https://www.wsj.com/personal-finance/retirement/retirement-savings-boost-future-self-65b822fd?st=X4wwJx&reflink...
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depth of field photography of man playing chess by JESHOOTS.COM courtesy of Unsplash.

Financial Wisdom of Americans Over 80

Feb 5, 2025
Categories
Retirement
Retirement Planning
Wisdom
Age
Financial Planning
Life
Wisdom & Regrets
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opened book on person's lap with gray socks by Thought Catalog courtesy of Unsplash.

Holiday Books & Podcasts 2024

Dec 5, 2024
Categories
Retirement
Retirement Planning
Books
Podcasts
Aging
Life Is Good
https://www.wsj.com/health/wellness/books-podcasts-aging-best-of-2024-3cbce354?st=UAvuQZ&reflink=desktopwebshare...
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Venice Canal, Italy by Karsten Würth courtesy of Unsplash.

Living Abroad... A Few Thoughts

Nov 8, 2024
Categories
Life
International
Culture
Retirement
Every think of living abroad?
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man on top of the mountain during daytime by Kalen Emsley courtesy of Unsplash.

Time to Take a Gap Year from Work?

Sep 11, 2024
Categories
Retirement
Retirement Planning
Gap Year
Holiday
Vacation
https://www.wsj.com/personal-finance/mini-retirements-career-breaks-travel-volunteer-ab5ce6f3?st=XBHjhE&reflink...
Read More
seashore during golden hour by Sean Oulashin courtesy of Unsplash.

Are You Ready for Retirement?

Jul 10, 2024
Retirement, Finances, Emotions, SenseofPurpose, MorethanMoney, HoneymoonPeriod
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black and whites logo by Tim Hüfner courtesy of Unsplash.

A Few thoughts/changes to the "Rule of 4%" for retirement income

Jun 3, 2024
Categories
Retirement
Retirement Planning
Retirement Income
Retirement, retirement income, lifetime income,
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seashore during golden hour by Sean Oulashin courtesy of Unsplash.

When Is It Time to Retire?

May 2, 2024
Categories
Work
Career
Occupation
Retire
Retirement
Retirement Planning
When is it time to retire... 55, 65, 70 or never? There's no right answers, simply plenty of options.
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black framed Ray-Ban Wayfarer sunglasses on top of book by Link Hoang courtesy of Unsplash.

Travel with Grandma

Apr 8, 2024
Categories
Travel
Holiday
Grandma
Retirement
https://www.wsj.com/lifestyle/travel/family-travel-grandparents-trend-ditching-parents-and-hitting-the-road-with-grandma...
Read More
MacBook Pro near green potted plant on table by Kevin Bhagat courtesy of Unsplash.

The Silver Tsunami

Mar 6, 2024
Categories
Tsunami
Retirement
Retirement Planning
65
Age
Work
Career
Occupation
https://www.aarp.org/retirement/planning-for-retirement/info-2023/silver-tsunami-late-boomers-turn-65.html
Read More
pink bell alarm clock showing 2:10 by Mpho Mojapelo courtesy of Unsplash.

Rip Van Winkle - Reduce the Anxiety

Feb 2, 2024
Categories
Retirement
Retirement Planning
News
Finance
Emotions
Emotional Investing
https://www.wsj.com/finance/investing/what-i-learned-when-i-stopped-watching-the-stock-market-ccf8bd86
Read More

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Important COVID-19 NY EXECUTIVE ORDER

Securities offered through Cetera Financial Specialists LLC (doing insurance in CA as CFGFS Insurance Agency), member FINRA/SIPC. Investment advisory services offered through Cetera Investment Advisors.  Cetera is under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Registered Representatives of Cetera Financial Specialists LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Financial Specialists LLC site at www.ceterafinancialspecialists.com

 

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We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

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