The end of the year is the perfect opportunity to look at your finances and make adjustments. Whether you are newly retired or have spent years in retirement, ...
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Retirement
The retirement industry needs to retool its arsenal of advice. It should focus on targeted saving and dividend growth investing. It should not focus on total portfolio value. ...
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Do the ups and downs of the stock market make you panic? Does your stomach drop every time there’s a correction? How you answer these questions will help ...
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There’s a big misconception that financial planning is only for the wealthy. The truth, however, is that financial planning is a path for anyone to actually gain wealth. ...
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Comments Off on This myth debunked: You don’t have to be wealthy to hire a financial advisor
By Ann Schnorrenberg, Ph.D. After spending most of your adult time working, you have decided to retire. Congratulations! Retirement is an exciting time but is accompanied by ...
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Comments Off on How to Create a Tax-Efficient Retirement Income Plan
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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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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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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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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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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Comments Off on Good News, Seniors: Medicare Premium Increases May Be Capped for 2021
