While retiring at 55 is very much possible, planning early and planning correctly are imperative. Retirement advisor Nicholas Bunio, CFP® helps us get to the...
Nicholas Bunio, CFP
Articles by this author
Portfolio Management: How to Minimize Risk and Maximize Returns
Managing your investment portfolio during your working years is relatively easy—you can stash your 401(k) money in target-date funds, all-in-one portfolios designed to simplify retirement...
Comprehensive Guide to Assets: Examples, Types, and How They Impact Your Finances
How best to assess one’s assets? A quick glance at a brokerage statement might seem to provide a sufficient summary of someone’s assets, but reality...
When Can I Retire?
The average age of retirement today is 62. But the US retirement age for Social Security is currently 66 to 67…and it may rise even...
Preretirement Caution: Taking Early 401(k) Withdrawals
Withdrawing money from your 401(k) before age 59½ can leave you with a big bill for penalties and taxes if you don’t know what you’re...
Rule of 55: What You Should Know for Early Retirement
People who are looking for information on how to retire early often perk up when they hear about the “Rule of 55,” an exception that...
Solo 401(k) vs SEP IRA: Which Is Better for You?
Either a solo 401(k) or a SEP IRA can be a compelling retirement-savings vehicle for self-employed people and small business owners. But which is the...
