You likely didn’t plan to be alone during retirement, but that doesn’t mean you can’t enjoy it. There are ways to live an enriching and fulfilling life — both financially ...
Read more
Comments Off on Single in Retirement? 20 Ways To Live a Richer Life on Your Own
Money
54 Eric Reed July 16, 2023·8 min read Will you have to downsize in your retirement? Many families plan to adjust their lifestyles in retirement. They swap the family ...
Read more
Comments Off on 50% of Americans Can’t Afford Their Lifestyle in Retirement: How to Avoid That Fate
Tax planning doesn’t necessarily get easier as you age. There are times when taxes get more complicated as you get older. When taxes are complex, there are more ...
Read more
Comments Off on 8 Things You Need To Know About Taxes Once You Reach Age 65
An indexed universal life insurance policy can help you with tax mitigation and extra retirement income in addition to death benefits for your beneficiaries. Read more at Kiplinger ...
Read more
Comments Off on Retirement Planning with Life Insurance
New and soon-to-be retirees can minimize the “sequence of returns risk” by adjusting both their portfolio and their investing mindset. Investors who don’t manage this risk might wish ...
Read more
Comments Off on Don’t Let Sequence of Returns Risk Cook Your Goose
A retirement financial advisor can help you get your financial life in order as you prepare for retirement and during your golden years, helping you to secure resources ...
Read more
Comments Off on What is a retirement financial advisor?
Some of the nation’s money management giants are tackling the growing concern that more Americans may begin to outlive their retirement savings. Starting in the fall, Fidelity will let ...
Read more
Comments Off on More retirement plans will soon have annuity options amid what one money manager calls ‘the silent crisis of financial insecurity
You can always use some professional tax tips when it comes to saving taxes. Some financial decisions, like filing your income tax, should be diplomatic indeed. With effective ...
Read more
Comments Off on 2023 Tax Tips From a Retired Tax Accountant
If you’re planning on making tax-deferred retirement accounts the last pot of money you tap after retirement, you’ve got a lot of company. And why not? The idea that your ...
Read more
Comments Off on Want to Minimize Retirement Taxes? Don’t Follow This Popular Strategy
Retail sales of annuities have been booming on higher interest rates even as new data shows that workers want lifetime income products more than other employer resources aimed to boost ...
Read more
Comments Off on Research Shows Workers Favor Guaranteed Income Over Financial Wellness Tools
