Manzanillo Sun

Avoid Mistakes Now, Live a Happy Retirement Later

By Yann Kostic on the July 2019 Edition It’s easy to make financial mistakes when you’re young, because you can generally recover from them over time. Unfortunately, the same can’t be said as you approach retirement, when you’ll have less room for error. With that in mind, here are five mistakes that are easy to make […]

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Manzanillo Sun

Try These Three Tips for Retiring with Minimal or No Debt

By Yann Kostic on the May 2019 Edition Ideally, we would all retire debt-free, but we are a nation of borrowers. As of December 2016, the average American household debt totals more than $135,000, according to a Nerd Wallet credit card debt study. Credit card debt for the average household carrying a balance totals more than […]

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Manzanillo Sun article

What Should You Do with a Financial Windfall?

By Yann Kostic  the March 2019 Edition When it comes to investing a windfall such as an inheritance or retirement-account rollover (IRA, 401K, etc..)you’ll likely find a large number of different options being discussed in the financial media. But which one of these many approaches is best for you? Dollar-cost averaging, or investing the new […]

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Manzanillo Sun article

How to Work With Multiple Retirement Plan Balances

By Yann Kostic and Tom Zachystal from the January 2019 Edition Are you getting close to retirement or have you already retired? If so, it is likely you have more than one retirement plan. You’re not alone. Many investors have multiple retirement plans; unfortunately they believe that having several plans makes it difficult to calculate […]

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