How to tap your retirement savings penalty-free

Founder, Unique Financial Advisors, president, CFP™, and Vid Ponnapalli •
Kiplinger

Saving for retirement is an important financial goal, but many people struggle with it. Some are concerned that it means locking up funds and making them inaccessible for other financial goals. But this, in fact, is a myth. For example, a young 28-year-old entrepreneur once asked me if she could use some of these funds

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Steps to take in the year before you retire

Jane Bennett Clark, Senior Editor, and Kiplinger's Personal Finance •
Kiplinger

You wouldn’t dream of running a marathon without undergoing months of training. Or heading into the wilderness without making sure you have adequate provisions. Or betting your life savings on a business venture you haven’t thoroughly researched. But when it comes to entering retirement–when a failure to plan can have devastating consequences–a surprising number of

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Can your financial game plan get you to and through retirement?

Chad Slagle, president, and Slagle Financial LLC •
Kiplinger

I’ve learned a lot about preparing for challenges in life from football. I played college football, coached high school football and now I coach my children’s teams. As an investment adviser, I use the principles of the game every day to build financial strategies that help get clients to and through retirement. Keys to these

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