Blog

The Sum Up: You could be losing money with these common investing mistakes

Read More  

Avoid these retirement savings mistakes and you can be sitting comfortably at 65.

Read More
The Sum Up Retirement Savings

The Sum Up: Here’s how much Americans have saved for retirement at differe...

Read More  

Even more alarming is that 59% of people in their 40s have less than $100,000 saved for retirement and 41% have less than $50,000. Here’s what you need to know about saving for retirement.

Read More
Retirement Investment Myths

7 Retirement & Investment Myths that are Costing You Money

Read More  

Here are seven of the costliest (and most persistent) retirement and investment myths we've heard from members.

Read More
The Sum Up Wall Street 2020

The Sum Up: Almost Everything Wall Street Expects in 2020

Read More  

With many of our Addition Financial members coming to us for investment and retirement advice, we thought we’d take a look at the coming year and make some recommendations based on the financial ...

Read More
Saving for Retirement

5 Best Ways to Save for Retirement in Your 30s

Read More  

At 30, you may have already started a savings account towards your future, but have you started saving for retirement? If you’re wondering where and how to save for retirement, here are five of the ...

Read More
Retirement Strategies

Retirement Strategies: When Should You Start Saving for Retirement?

Read More  

If you wonder when you should start saving for retirement, here are some of the best retirement strategies – and some pointers on when and how to get started.

Read More
retirement savings contribution credit

Who Can Claim the Retirement Savings Contribution Credit?

Read More  

One of the best things about saving money for retirement is that you can claim a retirement savings contribution credit on your tax return. Here's who qualifies for the credit and how to calculate it.

Read More
IRA contribution age limit

What Are the IRA Contribution Age Limits in 2020?

Read More  

Before you make any decisions about your retirement, you should know what your options are. With that in mind, here’s what you need to know about IRA contributions and age limits.

Read More
Traditional IRA vs. Roth IRA

Traditional IRA vs. Roth IRA: 4 Critical Differences

Read More  

Are you considering opening an Individual Retirement Account (IRA)? We’ve put together this guide explaining the four critical differences between a Traditional IRA and a Roth IRA so you can make the ...

Read More
retirement budget worksheet

How to Create a Retirement Expense & Budget Worksheet

Read More  

If you want to get a jump-start on planning for retirement, you need to understand your financial needs and figure out what you must save to achieve your retirement goals. Here’s what you need to ...

Read More
asset allocation in retirement

6 Best Practices for Asset Allocation in Retirement

Read More  

How you allocate your assets will have an impact on how long they last and how much you enjoy your retirement. Here are six best practices for asset allocation in retirement.

Read More
average 401K balance

Retirement Investing 101: What's the Average 401k Balance?

Read More  

One of the most common types of retirement account is the 401k. Seeing how your balance stacks up against people your age can help you see where you stand.

Read More