Category: Invest Money

My Trip to Hawaii During the COVID Pandemic: Pre-Travel Requirements, Cost Breakdown, and Overall Experience

My Trip to Hawaii During the COVID Pandemic: Pre-Travel Requirements, Cost Breakdown, and Overall Experience

Have you been feeling cooped up, anxious, uneasy, and even afraid during the pandemic? I sure have. On most days I feel fine, but on other days I don't feel my best. It has been an emotional roller coaster for many of you out there and I wanted to take this time to say, you … Continue reading My Trip to Hawaii During the COVID Pandemic: Pre-Travel Requirements, Cost Breakdown, and Overall Experience

Early Retirement Strategy – Retire Early With $40 a Day

Early Retirement Strategy – Retire Early With $40 a Day

Early retirement is no longer defined as the moment when you stop working forever, it's simply the moment when you no longer have to work for money. While you might be thinking, how can you retire at 50, 40, or even 30? Well, it’s important to first define what early retirement actually means to you. … Continue reading Early Retirement Strategy – Retire Early With $40 a Day

10 Things I Learned From Working For Millionaires

10 Things I Learned From Working For Millionaires

I have worked as a Pension Administrator in the retirement plan industry for over a decade. We handle thousands of 401k plans, pension plans, and 403b plans, and 457's. We complete their annual compliance testing, trust accounting, retirement plan designs, assist with processing loans and distributions, and filings of their tax forms such as the … Continue reading 10 Things I Learned From Working For Millionaires

How Much Money Should I Save Each Month? How Much Do I Need To Retire?

How Much Money Should I Save Each Month? How Much Do I Need To Retire?

We all know that saving money is important, and asking yourself “how much money should I save?” can be a difficult question to answer when beginning. Being someone who has worked in the retirement plan industry for over ten years, I get asked this question a lot. Between saving for emergencies, retirement, vacations, etc. there … Continue reading How Much Money Should I Save Each Month? How Much Do I Need To Retire?