Financial Advice Blog

Showing posts for "Retirement". Show all posts

Mark These Important Birthdays on Your Retirement Calendar

by User  JosephMontanaro  |  Retired, Army  |  San Antonio, TX  |  12-18-2015

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They may not hold the excitment of your 21st, but there are some key milestone birthdays associated with retirement planning.

6 Things You Should Know About RMDs

by User  JosephMontanaro  |  Retired, Army  |  San Antonio, TX  |  12-07-2015

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It pays to understand the ins and outs of required minimum distributions. If you make a mistake, you could be hit with a 50% penalty.

5 Reasons to Be Impressed by the Survivor Benefit Plan

by User  JosephMontanaro  |  Retired, Army  |  San Antonio, TX  |  11-16-2015

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Although you may find it hard to get excited about the nitty-gritty of financial planning, SBP is a program that might buck that trend. At the very least, it's something you should consider seriously as you leave the service.

Can Military Service Make You a Millionaire?

by User  JosephMontanaro  |  Retired, Army  |  San Antonio, TX  |  11-02-2015

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Financial freedom may be within the grasp of those that serve our country, even if it's not the primary reason they do what they do.

The One Fund Investment Portfolio

by User  JosephMontanaro  |  Retired, Army  |  San Antonio, TX  |  09-15-2015

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Evaluating your retirement investment options? A target retirement date fund may be worth exploring.

Switching Jobs? Know These 5 Options for Your Old Retirement Plan

by User  JosephMontanaro  |  Retired, Army  |  San Antonio, TX  |  09-03-2015

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With Americans changing jobs on a regular basis, old retirement plans are more and more common. Understand your options and keep your retirement on track.

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