This article considers all options for managing funds in a former employer’s retirement plan. In the past, baby boomers and …
PROCRASTINATION IS THE BIGGEST BARRIER TO ESTATE PLANNING
Putting it off and dying “intestate” may not be the legacy you want to leave your loved ones The pandemic …
Optimizing Required Minimum Distributions
Required minimum distributions take on added urgency as you approach (and reach) age 73, with specific rules and tax implications …
The elusive buy/sell strategy of perfect timing
Trying to buy or sell assets based on absolute market highs or lows may produce lower returns. Buying low or …
Rekindle the Romance
Your 401(k) Offers You Valuable Benefits You Just Can’t Find Anywhere Else In the midst of economic adversity, market volatility, …
Making Sense of Your Roth 401k
There are specific rules addressing distributions and rollovers of a Roth 401(k), which combines features of Roth IRAs and a …
When to Begin Collecting Social Security
Deciding when to begin collecting Social Security depends on a number of factors, including how longyou anticipate needing it. Deciding …
FINANCIAL PLANNING FOR WOMEN
AT FIRST GLANCE, IT MAY SEEM ODD TO CONSIDER DISTINCTIONS BY GENDER WHEN IT COMES TO FINANCIAL PLANNING. AFTER ALL, …
High-Net-Worth Individuals and Charitable Giving.
Benevolence does not have to come at the expense of tax savings. LET’S BE CLEAR: CHARITABLE GIVING IS A STANDALONE …
Types of Investments
You have a variety of options when pursuing an investment portfolio. First-time investors often find the process intimidating. and let’s …