Retirement
Social Security Report Indicates Benefit Cuts May Be On The Way.
The Social Security Board of Trustees released its annual report on the long-term financial status of the Social Security Trust Funds.
September 2, 2021
Archive
Family Issues
17 Unexpected Retirement Expenses
I wish I could take credit for this list, but I can’t. This is from the Society of Actuaries who outlined these unexpected or shocking expenses in its 2015 Risks and Process of Retirement Survey. I doubt it’s changed much since. Here they’re ranked by the likelihood of it happening.
July 23, 2021
Investing
Should You ALWAYS Wait to Claim Social Security Benefits?
There may be times when you might decide it’s worth claiming your Social Security benefits early!
July 15, 2021
Economy
Higher Taxes Ahead?
What could those tax hikes look like? Let’s consider the possibilities.
July 10, 2021
IRAs
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.
June 24, 2021
IRAs
SECURE Act 2.0?
Remember when we heard the SECURE Act eliminated the stretch IRA for most all non-spouse beneficiaries?
June 9, 2021
Planning
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.
May 20, 2021
IRAs
Retirement Income Planning Gains Importance.
Retirement Income Planning Gains Importance.
May 7, 2021
Investing
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.
April 20, 2021
Uncategorized
What Does A Tax Strategy Look Like?
There are many possible tax strategies available. The question, of course, is which, if any, are appropriate for you.
March 11, 2021
