Woulda, Coulda, Shoulda: What You Can Learn From Pre-Reitrees’ Top 3 Mistakes

Footstep

By Walter Updegrave, RealDealRetirement, @RealDealRetire

Researchers recently asked people nearing retirement what specific things they wish they’d done differently to better prepare for their post-career lives. Here’s your chance to go to school on their answers. More»

Should You Hire A Financial Adviser?

By Walter Updegrave, RealDealRetirement, @RealDealRetire

Help-Adviser?

Ask Real Deal Retirement

My wife and I have accumulated more than $1 million in our retirement accounts without the help of a financial adviser. But as we get older I wonder whether we’re making a mistake by not having one. What do you think?

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5 Retirement Investing Pitches You Should Ignore

By Walter Updegrave, RealDealRetirement, @RealDealRetire

Danger

You’re probably already wise to many schemes designed to separate you from your money—emails from Nigerian princes, phishing scams, etc. But does your BS detector go off when confronted with slick come-ones for perfectly legal-but-dubious investments? To see, check out these five pitches that are often targeted to people investing for retirement. More»

Are You Smart Enough To Boost Your 401(k)’s Return? Take This Quiz

By Walter Updegrave, RealDealRetirement, @RealDealRetire

Brain

Can knowing more about investing and finances boost your 401(k)’s returns? A recent study suggests that may be the case. But you don’t have to be a savant to improve performance. Even if you don’t know a qualified dividend from a capital gain, lessons from this research can help you fatten your investment accounts.

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Can I Double My Nest Egg In the Final Decade of My Career?

By Walter Updegrave, RealDealRetirement, @RealDealRetire

Nest Eggs

Ask Real Deal Retirement

My wife and I are in our 50s and contribute 12% of our salary each year to our retirement accounts that we invest in a mix of 90% stocks and 10% bonds. We would like to double the size of our nest by the time we retire at 65. Are we being too aggressive?

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5 Things You Need To Know About Reverse Mortgages

By Walter Updegrave, RealDealRetirement, @RealDealRetire

HouseCash-Wider

Ask Real Deal Retirement

I’ve seen a lot of commercials on TV about reverse mortgages.  How do they work and who should consider a reverse mortgage, if anyone?

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Doing An IRA Rollover? Ask These 3 Questions To Avoid Getting Fleeced

By Walter Updegrave, RealDealRetirement, @RealDealRetire

Sheep-1

To you, the money you’re thinking of rolling over into an IRA represents a lifetime of saving you’re counting on to sustain you in retirement. But to some financial advisers, it’s a commission honey pot. So before you move it anywhere, be sure to ask yourself these three questions. More»