Eric C. Eberth, MBA

10/25/2024

If you're afraid you're behind in saving for retirement, it's important to act. You can do something. Here are four ways to help get back on track.

08/23/2024

What's first on your list to do when you retire? This article shares fun ideas that may have tax benefits, too.

What should I do first when I retire? Well, it wouldn’t hurt to save a little on your taxes.

08/20/2024

Are you a Millennial, Gen Z, Boomer, or Gen X? Let's talk about your retirement goals.

A Morningstar report found that boomers and Gen Xers are likelier to face shortfalls in retirement, forcing many of them to rely on Social Security.

08/16/2024

Do you or someone you know have a child making decisions about college?

Changes to the plans allow for the savings to be rolled into a Roth IRA, as long as certain rules are met, if a child decides not to pursue their education.

08/12/2024

How are different generations prioritizing saving for retirement? Let's connect about your plans.

Many Gen Xers haven’t prioritized saving for retirement and face a crisis as the first generation to retire without substantial support from pension plans.

08/02/2024

One frequently overlooked dynamic of retirement planning is considering what kinds of activities will fill your time during your post-career years and how well your health will support those activities as you age.

When retirement planning, it’s best to expect to do the big (and more expensive) stuff early on, when you’re healthier, then slow things down as you get older.

07/30/2024

How much are you saving for retirement? Let's connect about your financial future.

If you're saving too much, you won't meet your other money goals, and you might be overcontributing to your accounts.

07/27/2024

Do you feel financial stress and find at least one money topic intimidating? My door is open to connect and share my expertise with you.

Most Americans feel financial stress and find at least one money topic intimidating, according to a new NerdWallet study.

07/23/2024

Are you 30 or older and wondering if it's too late to save for retirement? Let's connect and discuss your financial goals.

Wondering if 30 years old is too late to start saving for retirement? Here's how we were able to catch up to our retirement goals even after starting late.

07/19/2024

What would you do if you won the lottery?

This thought exercise may serve as a blueprint for aligning your financial decisions with your values and goals. It may inspire you to live authentically, within your means, focusing on what will truly bring fulfillment and joy.

Just because you haven’t won a jackpot doesn’t mean you can’t fulfill your dreams of doing what’s important to you with who is important to you.

07/16/2024

"Your health, your time, your relationships, your skills and your knowledge can be defined as wealth. These are things that money can't buy on its own, and they contribute significantly to overall well-being."

Understanding the why of your decisions, balancing needs vs wishes and looking at money as a resource rather than something to be accumulated can reshape your money beliefs.

07/11/2024

Have you recently inherited IRA or may you soon? What next steps will work for you? Let's talk about your options.

When you inherit an IRA, you likely have a lot of questions. Do you need to take RMDs? When? How long do you have before the account must be cleaned out?