The Daily Dough

Our team hand picks relevant articles every week. Check out what’s new below.


Thomas Cook Bankruptcy Strands Retirees

Thomas Cook, the 178-year-old British travel company, declared bankruptcy on September 23rd, suspending operations and stranding 600,000 tourists around the world.

4 min read

Planning Continues Upon Retirement

As a business owner, you have invested a great deal of time and effort into building your company over the years. You know the amount of planning needed to maintain daily operations and grow your business. Now, you may be ready for retirement. But, the planning does not end. What you do next, and how you navigate potential tax issues and regulatory pitfalls, can make a big difference in the long-term success of your retirement.

3 min read

Andrew Luck, the NFL and Early Retirement

Indianapolis Colts quarterback Andrew Luck stunned the world when he announced his retirement from the National Football League at the age of 29. But who doesn’t want to retire early? Unfortunately, if you’re like most people you won’t be able to. Here are some reasons that early retirement might elude you.

4 min read

Can the Roth 401(k) Improve Your Retirement Future?

For the first time, companies have the option of offering their employees a new type of tax-advantaged retirement plan in 2006: the Roth 401(k). Not all sponsors of traditional 401(k)s will adopt the Roth feature immediately, but it is not too early to consider whether contributing after-tax dollars to a Roth 401(k) can help you achieve greater financial security in retirement.

Draft a Retirement Wish List for Your Financial Advisor

If you want to make your first meeting more meaningful, come prepared. Here's where to start.

Be Honest With Yourself About Your Retirement Savings

The situation always seems to unfold the same way: Ron and Rhonda Retiree have what they feel is a huge amount of money for retirement but have done no planning.

Beware of FaceApp for Your Retirement Portfolio

A financial advisor is needed to forecast your retirement picture

Retirement Income Perils

Is your retirement income recession-proof?

1 Tax Shift Most People Miss in Retirement

See if you can spot the flaw in the couple's plan

Have You Been Dreaming of Where to Retire?

Consider the tangible financial and economic benefits too, not just sunshine

We are proud to announce that Uplift Financial is getting a new look.

Don’t mind our jumbled look - we’re still committed to matching you with the right financial resources regardless of credit standing.
Over the next few weeks we’ll be rolling out a complete redesign of our company’s logo and website to better align with our mission of empowering our customers by providing straightforward answers and inclusive products.
From all of us at Uplift Financial we look forward to introducing the new and improved website in 2020.

Jung Yub Lee