Posts by Jon Magoch
Money Matters – Pregame
Important pregame planning before actual retirement.
Read MoreMoney Matters – Your Risk Number
The power of a risk score.
Read MoreMaking Your Nest Egg Last
How do you do that? Today Jon makes suggestions to help extend your retirement savings to make sure your income is always there for you, and how to position your money to best assure that happens.
Read MoreFreedom and Independence: Similarities of Retirement & Start-ups
Working for a startup can be a very stressful enterprise. While it may seem glamorous to those toiling away at a traditional 9 to 5 grind, the reality is a bit starker. Disregard whatever preconceived notions you may have about quitting your job and building something from scratch – this won’t be like working for Facebook or Google. They are well-defined, carefully manicured corporate cultures that defied the odds and did the near impossible: spread their wings and somehow managed to survive and thrive. The reality is that most start-ups don’t make it.
Pull back the rose-colored curtain and look past the casual dress code, impromptu afternoon ping pong tournaments and well-earned after work liquid libations bought on the company credit card. What lies beyond are 16-hour work days and a dizzying array of multitasking hats (which might not necessarily be your style, size or color, but boy-oh-boy you better find a way to make them fit if you want to survive). Along with the demanding work, frantic pace, ever-shifting job duties and overall trial by fire that are hallmarks of life inside a startup, there lie the possibilities of freedom and independence (should the enterprise succeed). These same goals of financial freedom and independence are at the heart of retirement planning goals and expectations.
Read MoreMoney Matters – Accumulation vs Distribution & Preservation
What type of financial specialist is right for you in retirement?
Read MoreFour Questions About Retirement Preparedness
Do you wonder if you are truly prepared for retirement? Is there a key piece you are overlooking for retirement savings? Jon addresses this by posing four important questions involving Social Security benefits, health-care, inflation and other sources of retirement income.
Read MoreMoney Matters – Old 401Ks
Thoughts related to old 401K funds
Read MoreKnow Where Your Money Goes in Retirement
Do you know what you will be spending when you retire and paychecks stop? Today Jon examines how to make sure you have enough income to cover those expenses and how to save enough to be sure you have it.
Read MoreMoney Matters – Retirement Coach
Top performers gain from top coaching.
Read MoreMoney Matters – Tax Forms & Investments
Some things to consider as you review year-end tax forms for investment accounts.
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