Do you want to reduce your taxes and increase your savings and income for retirement? Of course you do!
6 Critical Questions to Ask Your Financial Advisor
Just having a financial planner isn’t enough.
These 6 questions to ask your financial advisor will make sure you find the right person. Read More
Should I Take My Social Security Early Because of COVID-19?
During these tumultuous times of COVID-19, many older workers are uncertain about their financial future.
Due to rising unemployment, volatile markets, and just the overall fear of COVID, questions about Social Security have come up frequently. Older workers, at least 62 years old, are beginning to consider claiming their Social Security early. In this blog post, we’ll cover the best retirement age (based on your financial goals), whether or not your social security benefits should be accessed early, and what a normal retirement looks like. Read More
Paying For Long-Term Care Insurance
Longevity and demand have made getting (and paying for) long-term care insurance increasingly difficult. But that doesn’t necessarily mean you should go without it.
Here’s how to analyze whether you really need long-term care (plus an inventive way to pay for it). Read More
Fiduciary vs. Broker…Which Do You Have?
Your money is too important to entrust to just anyone.
Let’s take a look at a fiduciary vs. broker and see how the two measure up (and which one you should trust with your money).
New RMD Rules and COVID
This massive piece of legislation was passed as a result of the COVID-19 pandemic. The legislation made significant changes that impact retirees, retirement income strategies, IRAs, income taxes, and qualified retirement plans like 401(k)s, 403(b)s, etc.
One major impact it made was in reference to Required Minimum Distributions (RMD). Read More
What Retirees Should Do Now During COVID-19
In fact, most retirees don’t plan their retirement well and are too dependent on the market. Read More
What Pre-Retirees Should Do During COVID-19
I have found that 55 is usually that arbitrary point where, depending on when you expect to retire, you’re starting to think more seriously about those post-65 years. Read More
How I’m Investing During COVID-19
If you’re fortunate enough to not have your family income reduced during this time, there are some opportunities to protect yourself and grow your long-term wealth if you are under the age of 55. Read More
Looking For the Perfect Investment? Here’s the Secret….
We are in some weird times right now. A few weeks ago, I would have never imagined that I would have to plan for our federal, state and local governments to shut down an entire economy due to a pandemic like the coronavirus (COVID-19).
I have been through several economic downturns in the past and, unfortunately, it’s times like this that many investors will panic and make some big money mistakes.
And one of the biggest mistakes is trying to search for the “perfect investment.” Read More
