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Year: 2021

When to Name a Trust as your IRA Beneficiary

IRAs are popular choices as a retirement vehicle, today holding over $11 trillion in assets, estimated to comprise more than one-third of all retirement assets. What’s interesting is that naming trusts as IRA beneficiaries has become more common.

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June 24, 2021

Women and Social Security Land Mines

Bad decisions can create time bombs, and few decisions can be as disastrous as those that result from the mistakes many women make when it comes to claiming Social Security benefits. This is particularly true for widows, divorced spouses, and stay-at-home parents.

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May 20, 2021

IRA Rollover Mistakes Can Be Irrevocable

IRA rollover mistakes are easy to make and could be impossible to correct. It’s worth understanding that every time IRA or 401(k) money is touched, it’s a gamble for those who don’t know what they’re doing.

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April 20, 2021

Noise vs News

In a social media world, many believe whatever they read on the internet – and accept credentials at face value. Media noise and news can be hard to differentiate.

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February 24, 2021

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Will My Money Last?

August 2, 2024

If you are one of those asking the ‘will my money last’ question, there’s a way you can find out just what your probabilities are!

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