Invest & Retire

“Investing can seem so complicated that you might shut down and do nothing about it — or feel you need to hire someone to guide you. However, it doesn’t need to be complex. You probably already have the opportunity to get started right where you work.”

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Latest Investing & Retirement

Think twice before taking out a 401(k) loan
Think twice before taking out a 401(k) loan Money & Credit March 22nd, 2017
Three years ago I was purchasing a house and ended up taking out a 401(k) loan. At first glance, 401(k)…
Think twice before taking out a 401(k) loan
How To Work 7 Summers And Have $1 Million By 65 Children & Pets March 22nd, 2017
More than a decade ago, Clark put up a chart on clark.com and in one of his books that showed…
Think twice before taking out a 401(k) loan
New gold vending machine highlights gold mania Money & Credit March 22nd, 2017
CLARKONOMICS: Want to turn your dollars into gold? You can do that, literally, thanks to a new gold vending machine…
Gold fever means you should tread carefully
Gold fever means you should tread carefully Investing & Retirement March 22nd, 2017
As I travel around the country on book tour for Living Large in Lean Times, I've been asked questions about…
Target-retirement funds help take the mystery out of investing
Target-retirement funds help take the mystery out of investing Money & Credit March 22nd, 2017
When you started your 401(k) at work, you were probably handed a plan document that nobody but a Wall Streeter…
Clark’s golden rule for investing in gold
Clark’s golden rule for investing in gold Money & Credit March 22nd, 2017
Gold has fallen from its peak a few years ago down to $1,100 an ounce. Some analysts even think it…
Should I Pay Off My Mortgage Early?
Should I Pay Off My Mortgage Early? Homes & Real Estate March 22nd, 2017
When people ask me whether or not they should pay off their mortgage, my answer is always, unequivocally YES. There…
Is a Financial Planner Worth the Cost?
Is a Financial Planner Worth the Cost? Money & Credit March 22nd, 2017
Is a financial planner worth the cost? Is it a smart money move to dedicate some of that hard-earned cash…
A Financial Advisor’s 3 Key Rules To Getting Rich Slowly
A Financial Advisor’s 3 Key Rules To Getting Rich Slowly Investing & Retirement September 26th, 2022
THE FINANCIAL WORLDgenerates a lot of noise. As a financial planner, I see that every day. Being in my 20s,…
A Retiree Answers 11 Common Retirement Questions
A Retiree Answers 11 Common Retirement Questions Investing & Retirement August 2nd, 2022
I SPEND SIGNIFICANTtime reading the viewpoints of people who are planning for retirement or who are already retired. My frequent…
Should You Follow the 4% Rule When You Retire?
Should You Follow the 4% Rule When You Retire? Investing & Retirement January 22nd, 2023
I JUST READ THATthe 4% rule is making a comeback. From where, I thought? Under the 4% rule, you withdraw 4%…
5 Biggest Financial Risks in Retirement
5 Biggest Financial Risks in Retirement Investing & Retirement September 7th, 2022
BOSTON COLLEGE’SCenter for Retirement Research just published a study that explores what Americansthinkare the biggest risks to their retirement—as opposed…
4 Factors That Help Make Investors Successful
4 Factors That Help Make Investors Successful Investing & Retirement June 8th, 2022
A FEW WEEKS BACK, I discussed the notion of “the four horsemen of the investor apocalypse.” A concept proposed by Morningstar Managing Director Don Phillips,…
Social Security cards and $100 bills
How Does Inflation Impact Social Security Benefits? Investing & Retirement June 8th, 2022
ARE YOU IN YOUR 60sand worried about rising consumer prices? It’s worth understanding how inflation affects Social Security benefits—especially its…
3 Keys To Happiness in Retirement
3 Keys To Happiness in Retirement Investing & Retirement January 30th, 2023
WE LIKE TO ESCAPEthe Northeast’s cold each winter, so we just spent 10 days in Sarasota, Florida. Like many others…