Category: Retirement Planning

Volunteering in Retirement

“This generation got no destination to holdWe are volunteers of America”“Volunteers” by Jefferson Airplane¹ Those of a certain age will recall these Jefferson Airplane lyrics

May 23, 2022

Should You Borrow from Your 401(k)?

The average credit card balance in March 2014 was $15,252, down from its peak of $19,000 in early 2009.¹ With the average credit card annual

May 23, 2022

Medicare and Social Security: A Good News, Bad News Story

The good news for Medicare is that the program’s outlook has improved considerably in the past year. According to the trustees, Medicare’s Hospital Insurance Trust

May 23, 2022

The Challenge of Supporting Your Grown Children

Say so-long to the days of “empty nesters,” when parents would make life changes once their children had moved out and moved on. It is

May 23, 2022

Sequence of Returns — A Critical Factor in Shaping Your Retirement Outlook

One of the key determinants of retirement income planning is the expected rate of return on your investments. Conventional analysis typically relies on long-term performance

May 23, 2022

Role Reversal: When Children Should Talk to Parents About Money

As Baby Boomers grow older — and presumably wiser about economic matters — more are finding themselves in a position of caretaker for elderly parents.

May 23, 2022

Are Women and Financial Strategies a Mismatch?

Although 90% of women say they are the chief bill-payer and shopper at home, more than 70% believe they are behind schedule when it comes

October 26, 2022

Target-Date Funds Will Garner Majority of 401(k) Contributions by 2018

Target-date funds continue to gain ground in the employer-based retirement plan arena. It is estimated that by 2018, they will garner more than 63% of

May 19, 2022

Following Court Ruling, IRS Clarifies IRA Rollover Rule

In January of this year the U.S. Tax Court ruled that the “once a year” IRA rollover rule applies to all of an individual’s IRAs,

May 19, 2022

Employers Ramping Up Retirement Plan Features, Advisory Services

Employers are enhancing their retirement plans and increasing access to professional investment advice in an attempt to bolster employee retirement readiness.A new study by Aon

May 19, 2022

rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning, and investment management services to individual and institutional clients. To get a more detailed description of the company, its management, and practices, view our (form ADV, Part2A) and Disclosures.
Fiduciary & Fee-Only Financial Advisors and Planners

Category: Retirement Planning

Volunteering in Retirement

Should You Borrow from Your 401(k)?

Medicare and Social Security: A Good News, Bad News Story

The Challenge of Supporting Your Grown Children

Sequence of Returns — A Critical Factor in Shaping Your Retirement Outlook

Role Reversal: When Children Should Talk to Parents About Money

Are Women and Financial Strategies a Mismatch?

Target-Date Funds Will Garner Majority of 401(k) Contributions by 2018

Following Court Ruling, IRS Clarifies IRA Rollover Rule

Employers Ramping Up Retirement Plan Features, Advisory Services

About

Downloads

Privacy Policy

Contact Us