What Is the Best Formula for Your Retirement?
It wouldn’t be a lot of fun to run out of money. What is the number one concern about retirement? Running out of cash is the answer. However, there are […]
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Beware the Common Mistakes Others Have Made
The estate plan is a major tool to protect your family. Okay, you now have an estate plan. What’s the biggest mistake you can make? Not updating the plan as […]
Read MoreSaving for College Education? Trusts, 529 Accounts or Both?
You have options, when it comes to saving for those tuition bills. What is the best way for one generation to save for the next generation to be funded for […]
Read MoreHold Accounts Jointly with Your Child? Give It Careful Consideration
Joint accounts can sometimes be a problem for your estate. Making all of your accounts as Transfer on Death (TOD) or Payable on Death (POD) to avoid probate, sounds like […]
Read MoreWhat Do You Really Know about Social Security Benefits?
It is your future and your money. Learn everything you can about the program. Social Security is an entitlement and you have worked long and hard for it. It would […]
Read MoreHave You Considered an Exit Plan?
You can eliminate stress and expense, as well as save your loved ones a lot of trouble. If you don’t make some decisions on what you would like to happen […]
Read MoreIRS Increases Annual 401(k) Contributions
If you are fortunate enough to have an employer match, the end results are even better. The IRS has raised the contribution limit for a 401(k) plan by $500 next […]
Read MorePlanning Retirement? Consider All Your Options
Thinking of traveling after years of work? Plan for it and save for it. When it comes to planning for your retirement, consider the possibilities that await you. However, you […]
Read MoreWhat Does It Take to Have a Happy Retirement?
Strong finances and a full social life can often be the keys to success. There can be happy retirements and there can be challenging and perhaps even unhappy retirements. However, […]
Read MoreMyths and Facts about Retirement Communities
Consider your planned lifestyle before retiring, in order to choose the right location. As retirement approaches, many people need to decide between remaining in their home of many years, downsizing […]
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