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Retirement Income: Spotlight on Annuities

Readers will note that annuities—which are seeing renewed interest since the Setting Every Community Up for Retirement Enhancement (SECURE) Act’s safe harbor was enacted for plan sponsors regarding annuities selection—rank highly ...
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Featured Money Retirement

Feeling altruistic? This tax strategy can keep Medicare premiums in check

This fall, older savers who are feeling generous may want to consider using their individual retirement account to help fund their favorite charities. There’s an incentive for being ...
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Featured Income Money Retirement Taxes

How A Contested Election Can Affect Your Retirement Plan

November 3rd is getting closer and closer and people are beginning to cast their votes for the 2020 presidential election. Regardless of who you want to win, not having ...
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Featured Income Retirement Taxes

Your guide to the tricky tax rules of retirement

When you’re doing your retirement planning, it’s easy to ignore one vital topic: How much taxes will I owe on my retirement income? Frankly, it’s a hornet’s nest. ...
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Featured Money Retirement

Good News, Seniors: Medicare Premium Increases May Be Capped for 2021

If there’s one expense that tends to increase for seniors from one year to the next, it’s healthcare, and that extends to Medicare. While Medicare Part A, which covers ...
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Annuities Featured Income Retirement

How to Invest for Capital Preservation

Retirees and those approaching their final working years typically rank safe investing over capital growth investments. Capital appreciation is the goal of growing assets. An investor’s comfort with ...
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Featured Money News US

Why the Market Is Booming and the Economy Is Struggling

WHY IS THE STOCK MARKET going up when the economy is in trouble? If you’re an investor, this question has likely been on your mind. After all, we’re in ...
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Opinion: 5 retirement planning mistakes to avoid during COVID-19

These days, older workers and retirees are understandably concerned that their retirement plans will be disrupted by the COVID-19 pandemic and the resulting economic downturn. There are concerns ...
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Featured Money

Tips for Working with a Financial Adviser Virtually

Without a doubt, 2020 has more than earned its nickname, “the year of uncertainty.” With the evolving COVID-19 pandemic and its economic repercussions, anxiety and financial stress have ...
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Annuities Featured Income Money Retirement

How Can I Make My Retirement Savings Last?

It’s not uncommon to worry about making your retirement savings last. Retirement may go on for decades, through good markets and bad. The money you’ve saved needs to ...
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