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How to Use Jemstep When Working With Your Advisor
You’ve decided to hire a face-to-face financial advisor. You like the idea of having a conversation with another person, rather than a computer screen. Could you still benefit from Jemstep’s services,...
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How Much Do I Need to Retire?
It sounds like a simple question: how much money do you need in your nest egg in order to retire? The answer, however, is anything but simple. There’s no hard number that provides a one-size-fits-all...
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How to Invest Your Next $10,000
You got a bonus at work. You’ve been stockpiling cash for a while. Your Great Aunt Mabel left you a small inheritance. However you’ve received the money, you have an extra $10,000 to your name, and...
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It’s Open Enrollment Season. What Should I Do?
Some important dates are coming up on the calendar. Open enrollment for healthcare coverage in 2015 begins November 15, 2014 and runs through February 15, 2015. This is the time during which you’re...
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What’s the Problem with Market Timing?
Market timing has a certain allure to it. Much like playing the lotto, it promises a fantastic high if you’re able to “strike it rich.” And unlike the lotto, it gives a certain illusion of control—the...
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How Likely Are You to Meet Your Retirement Income Goal?
Putting aside enough money for a comfortable retirement is a big goal that stretches over decades. It’s easy to feel overwhelmed by the numbers and wonder if you’re really on track to save as much as...
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What’s Your Retirement “Number”?
When most people wonder how much money they need to retire, they think about the total amount that should be in their portfolio. Is a million dollars enough? Two million? Finance experts are still...
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Should You Hire a Financial Advisor?
Everyone’s telling you that hiring a financial advisor is a “must.” In most of the articles you’re reading, the author states that although they offer general advice, it’s always wise to talk to a...
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Do You Need to Be a “Millionaire” When You Retire?
Imagine saving $1 million by the time you retire. Does that seem like a lot of money? One million might sound like a large number, but the reality is that it may not be enough to guarantee you’re able...
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The Difference Between Retiring at 62 vs. 65
When do you envision retiring? Do you want to retire the traditional age of 65, when you can collect full Social Security benefits? Or do you dream of retiring earlier? If your spouse is older than...
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Financial Advice for the New Year
A new year means a new start, and not just when it comes to your health or your relationships. Money is a big part of your overall happiness and success, and the start of another year is a great...
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7 New Year’s Resolution Ideas for Your Money
The start of another New Year is just around the corner, and with it come the usual resolutions: eat better, exercise more, quit some bad habit. These are all well and good, but what about your...
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Does The Santa Claus Rally Exist?
There have been rumors of Santa sightings. No, it’s not the kind NORAD announces on the radio each year to the delight of small children. Rather, this Santa sighting is the kind that financial pundits...
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How to Handle Your Holiday Bonus
Santa Claus has arrived, in the form of a handsome holiday bonus from your employer. If you’re like many people, the temptation to run out and treat yourself is tempting—after all, your bonus is a...
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Your Beginning-of-Year Financial Checklist
The New Year is upon us, and with it comes the chance to start over fresh in many areas of your life — including your finances. To make sure 2015 is your best year yet money-wise, make sure to add each...
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6 Mistakes Investors Make at the Start of a New Year
If one of your New Year’s resolutions is to manage your money more soundly, you’ll certainly need to focus on your investments. But to increase your chances that 2015 is a year to remember — for all...
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8 Tips for Achieving Your New Year’s Retirement Resolution
The New Year is upon us, and with it comes resolutions to do things differently (read: better) in 2015. For many of us, that includes improving our money management. Nearly 7 out of every 10 people...
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Close to Retirement? Keep These Six Factors at the Forefront of Your Plans
Are you ten years away (or less) from your retirement date? If you’re on the brink of retirement, you might not be able shake the feeling that you may be missing some crucial element of planning....
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