Save for retirement Archives • Page 2 of 2 • SUM180

Your Home and Your Retirement Plan

October 23, 2019March 1, 2020Buy a house, Save for retirementbuying a home, retirementLeave a comment

As we enter the final 10-20 years before retirement, the equity we have in our home often represents a large part of our retirement savings. To make the most of this hard-earned asset, it’s important to make thoughtful decisions about our mortgage and home ownership in general. We may also need to challenge common assumptions – what’s right for one homeowner approaching retirement may not be right for another.

Know Where To Save

October 3, 2019February 28, 2020Save for retirementSave for retirementLeave a comment

Sum180 Lead Coach

Your first 401(k): 5 tips to jump-start your retirement savings

August 8, 2019February 29, 2020Save for retirementblog post, money, personal finance, retirement, Save for retirement, savingsLeave a comment

Sum180 Lead Coach

Thinking of starting your first 401(k)? Congratulations! Saving for retirement is a tremendously important step towards securing your financial future. Adopt the following strategy as a young person and stick to it, and you have an excellent chance of getting where you need to go.

Should you get long term care insurance?

July 24, 2019February 29, 2020Navigate life changes, Save for retirement3 Comments

Sum180 Lead Coach

A SUM180 member recently asked us about long term care insurance. “Is it worth it? Couldn’t I just start saving in an IRA or Roth IRA account myself, and eventually use that for long term care?” Here’s how I see it.

Webcast: Retirement crisis: Do you have enough?

June 9, 2019February 29, 2020Save for retirement, Webcast1 Comment

Sum180 Lead Coach

Women on average have $25,000 in investments for their retirement, while men have $37,000 on average for retirement. Neither number is enough. The good news is, for most people, there’s a way to make it work, with the right amount of planning.