Stack Wealth Management

03/09/2015

http://fortune.com/contentfrom/2015/02/20/long-term-care-event-affect-retirement-savings/ntv_a/fKwBAdFQCAfxgFA

11/21/2014

Good article if you are nearing retirement and you need guaranteed income for life.

http://annuityjoes.com/set-pension-income/

In this post we will be discussing how you can set up a personal pension income. As you probably know, and likely the reason you have found this post is because most companies do not offer pensions any more. If you are unaware of what a pension is, don’t worry…we will explain what it is, …

11/12/2014

We are looking forward to seeing the folks who are coming out to Octane Sunday morning for some free coffee. If you have any questions about any specific investments or strategies, feel free to write them down and bring them with you!

11/10/2014

It's never too late to start saving for retirement...but the sooner the better - The power of compound interest is one of the most important factors in building wealth. As always, if you have questions on how compound interest can affect your savings, shoot us a message.

http://fortune.com/2014/11/10/why-55-to-65-year-olds-are-missing-out-on-americas-economic-recovery/?utm_content=buffer434d9&utm_medium=social&utm_source=facebook.com&utm_campaign=buffer

Many are approaching retirement with only their Social Security to support them and a mortgage that is far from paid off, says Dean Baker, co-director of the Center for Economic and Policy Research.

11/07/2014

http://www.investmentnews.com/article/20141107/FREE/141109935/how-social-security-annual-increases-are-calculated

11/05/2014

http://finance.yahoo.com/blogs/top-best-most/worst-states-for-women-185659383.html

It's a man's world. Well, in some places more than others. On average, American women make only 79 cents for every dollar American men earn. Yet when it comes to unequal pay, not all states are equal.

10/30/2014

Good luck to our friend Dr. Austin Cohen Corrective Chiropractic, on his Iron Man this weekend. If you've never been to his office, you should check him out, the guy is the best chiropractor in Atlanta, not to mention a soon to be Iron Man.

10/30/2014

Health and Wealth...

http://www.forbes.com/sites/nancyanderson/2014/10/27/5-ways-to-keep-your-health-and-your-wealth-in-retirement/

Shockingly, many American women have an irrational fear of becoming bag ladies. In the “Women, Money and Power” study by Allianz, almost half the women surveyed responded that they “often” or “sometimes” fear losing all their money and becoming homeless. This fear permeated all income levels — a thi…

10/28/2014

Great article discussing women and retirement. A reminder how important it is to have a plan. It's never too early to start saving and planning for the future. If you have questions, we are happy to help get you pointed in the right direction!

http://www.lifehealthpro.com/2014/10/22/retired-women-face-smaller-nest-eggs-higher-povert

Women are at a higher risk than men for downward income mobility and poverty, despite saving more of their paychecks.

10/23/2014

If you're wondering what to do with those old 401k's you've left behind at your former employers, then this is a great read. As always, if you have any questions, feel free to reach out and we'll email you over our "How to Rollover my 401k",and make sure you know why and how to accomplish it!

Cheers,

http://www.marketwatch.com/story/how-to-benefit-from-new-irs-ruling-on-roth-ira-conversions-2014-10-22

If I have after-tax money in an employee retirement plan, can I convert that to a Roth IRA tax-free? Until recently, the general answer was no.

10/23/2014

If you or know someone who is wondering how your Social Security Benefits work or when you should elect to start receiving them, here is a good article...and as always feel free to reach out if you have any questions and we'll get you pointed in the right direction.

http://www.marketwatch.com/story/if-you-love-your-spouse-youll-wait-to-claim-social-security-2014-10-23?dist=lcountdown

In almost all cases, beginning Social Security by some number of years later for one spouse or the other or both will be a great help in retirement.

10/22/2014

http://blogs.wellsfargo.com/retirement/2014/10/retirement-saving-tips-children-during/

Jean Chatzky shares retirement savings tips with her children during national Save for Retirement Week.