Retirement Planning Archives - Financial Strategies Inc.

Dollar Cost Averaging Establishes Good Saving Habits

Investing small amounts of money regularly establishes good savings habits and can benefit you in the long run. You don’t ...

financial analysis concept What is a Roth Conversion? A Roth conversion is a way of transferring funds from ...

What is the SECURE Act? The SECURE Act was put into action on January 1st, 2020. SECURE stands for ‘Setting ...

Your 401(k) is probably a big chunk of your retirement savings, so it’s important to weigh all your options and ...

Hannah Chavez2023-06-21T08:43:10-05:00June 12, 2019|All Posts, Retirement Planning|

Being fee-only financial planners, we at Financial Strategies Inc act in your best interests by removing the incentive of commissions ...

Hannah Chavez2023-06-21T08:37:39-05:00February 4, 2019|All Posts, Retirement Planning|

Whether you’re looking forward to your last day of work or absolutely love what you do and aren’t in any ...

Hannah Chavez2023-06-21T08:35:27-05:00December 20, 2018|All Posts, Retirement Planning|

According to the Transamerica Center for Retirement Studies, only 1 in 10 people in their 40s are “very” confident that ...

Hannah Chavez2023-06-21T08:19:06-05:00December 4, 2018|All Posts, Retirement Planning|

Your 50s is the time to think seriously about retirement planning. You’ve reached (or are close to reaching) your peak ...

Hannah Chavez2023-06-21T08:17:14-05:00November 8, 2018|All Posts, Retirement Planning|

Balancing saving for college with retirement savings is often a big concern for parents. According to a T.Rowe Price survey, ...

Hannah Chavez2023-06-06T09:11:23-05:00October 30, 2018|All Posts, Retirement Planning|

The idea of not working is hard to think about. Since the age of five, or even earlier, we have ...