5 Things You Need to Know About Finances When Turning 65
Gone are the days when most people retired at 65, received a gold watch, then lived off their pension and full Social Security benefits. But 65 is still an important…
Gone are the days when most people retired at 65, received a gold watch, then lived off their pension and full Social Security benefits. But 65 is still an important…
With an appropriate strategy, you may be able to reduce taxes on your retirement savings. Although financial services professionals don’t give tax or legal advice, a U.S. News and World…
Unfortunately, some people will be confronted with the challenge of losing their job shortly before they plan to retire. It cancertainly be a scary development, but one of the most…
Given that we’re increasingly becoming a cashless society, the question of how much cash we should keep on hand is difficult to answer. A U.S. News and World Report article,…
We believe it’s perhaps one of the most common question that retirees ask financial services professionals: How do I make my money last for my lifetime? An AARP article, 5…
As 2022 heads to the finish line, those receiving Medicare benefits have received a dose of good news. Medicare Part B premiums and deductibles will shrink next year because the…
For many Americans, a 401(k) is a huge part of their financial strategy. That’s because, for a lot of folks, a 401(k) and Social Security will be their primary sources…
Wondering when it’s an appropriate time to retire? Let’s look at some of the common indicators that you may be ready to leave work for good. An Investopedia article, 6…
Worried about taxes during retirement? Let’s look at some of the ways different types of retirement income are taxed. Traditional 401(k)s and IRAs On the front end, these tax-deferred accounts…
The horizon can tell us quite a bit about what’s coming. On a warm summer night, you can look out at the horizon to see if a storm is brewing…