Archives for September 2017

Monthly Archives: September 2017

Retirement

If Your Retirement Savings Aren’t Diversified, You Aren’t Ready

If your equities, bonds and other investments aren’t diversified, you aren’t prepared. According to a new study from financial services firm Edward Jones, ...
Read more Comments Off on If Your Retirement Savings Aren’t Diversified, You Aren’t Ready
Income Retirement

Love Those High Stock Prices? They Could Reduce Your Future Retirement Income

The bull market of the past eight and a half years has pushed stock prices to record levels, boosting retirement account balances in ...
Read more Comments Off on Love Those High Stock Prices? They Could Reduce Your Future Retirement Income
Retirement

37 States That Don’t Tax Social Security Benefits

Although the IRS imposes income tax on the Social Security benefits of certain senior citizens, the majority of states don’t. In fact, only ...
Read more Comments Off on 37 States That Don’t Tax Social Security Benefits
Retirement Financial Advisor – Long Term Care
Retirement

Your Retirement Financial Advisor Should Address Long-Term Care

One of the most important topics your retirement financial advisor should cover with you is your risk for needing long-term care in retirement. ...
Read more Comments Off on Your Retirement Financial Advisor Should Address Long-Term Care
News Taxes

IRS loosens rules for retirement plans to lend money to Hurricane Harvey victims

The Internal Revenue Service granted additional relief to victims of Hurricane Harvey on Wednesday by making it easier for 401(k)s and other employer-sponsored ...
Read more Comments Off on IRS loosens rules for retirement plans to lend money to Hurricane Harvey victims