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 …
BEYOND RETIREMENT: CONSIDER YOUR OTHER GOALS
Retirement savings isn’t the only financial goal you should consider in your lifetime. There are other milestones that you ought …
Taking a Hike
Four ways interest Rate Hikes Can Affect Your Finances Unless you live on another planet, you are fully aware of …
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, …
Managing a Budget During Your Retirement
Retirees face a critical task in managing their income and expenses to ensure that they can support their lifestyle and …
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 …
Making Sense of Medicare Parts A, B, C, and D
With its four distinct parts, Medicare can be an alphabet soup of complexity. We provide an overview of the various …
How to Tally Your Social Security Benefits
While the Social Security Administration has stopped mailing annual statements, you can still calculate your (approximate) retirement benefits. In an …