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Monday, October 7, 2019

The largest wealth transfer in the history of the world is currently in process. It's estimatedthat around $68 trillion will switch hands over the next 25 years. Baby Boomers arecurrently retiring, and many of them will pass of the...

 

Tuesday, October 1, 2019

Should You Delay Retirement?Retirement is a dream for most Americans. Sure, there are people like Warren Buffett who love towork. Most people do not. If you're one of those people who want to retire, the question arises of whena good...

 

Friday, September 27, 2019

The possibility of being targeted for a scam or a malicious scheme is well-known, and youmay be aware of some of the more common or outdated scams. Today’s criminals,however, are increasingly devious. They know that many people...

 

Monday, September 9, 2019

September is Life Insurance Awareness Month which gives us a reason to talk about a subject that sometry to avoid. Life insurance can conjure up dark images. Many people are jarred into realizing theimportance of buying life insurance...

 

Tuesday, September 3, 2019

There has been a lot of chatter recently by economists and news outlets using the word “recession”.Understanding that it could happen and understanding how to handle it are different matters. If youare one of those nearing...

 

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Tuesday, August 27, 2019

Raising children is something often done by parents in the prime of their life, typically between theages of 20 and 50. By the time retirement comes around, most of the children are off on their own,leaving the parents to finally take...

 

Monday, August 12, 2019

When couples get married the finances are typically left to one person. It is rare for bothparties in a marriage to handle the finances together. In some cases, it is the wife that isleaving the husband to handle all financial issues....

 

Tuesday, August 6, 2019

This topic is not comfortable for everyone to talk about but planning now can make a world ofdifference later. More than a third of long-term care residents are younger than 65 years ofage. This statistic reminds us that we should...

 

Monday, July 29, 2019

With all the day-to-day demands on your finances, sometimes it is difficult to have a strong grasp on what your overall financial picture really looks like. While many people may be very in tune with one segment of their financial...

 

Monday, July 22, 2019

You’ve put your time in and the day you’ve been waiting for has finally come. It’s time to retire!You’re done working 40+ hours a week and ready to enjoy the money you’ve been saving for years.Slow down...

 

Monday, July 8, 2019

Your 2019 IRA Guide When it comes to retirement savings, one of the best options available to thosewho don't have a workplace retirement plan is an IRA. These savings vehiclesallow for future retirees to save up to $6,000 per year in a...

 

Tuesday, July 2, 2019

Everyone faces the concept of retirement at some point. The closer an individual gets to retirement age, the more concerned he may become about his ability to live comfortably after retirement. It may also make him wonder whether his...

 

Tuesday, May 28, 2019

Although we assume many of our readers know what a 401(k) and an IRA are, let’s cover these quickly. What is a 401(k)? 401(k) retirement, savings, and investment accounts are places to store money in which your contributions are...

 

Tuesday, May 21, 2019

Individuals working for years and planning for retirement ultimately lead to be dynamic go-getters who don't want to think about the limitations and possible incapacitations of old age. However, with smart planning in your 50's and...

 

Tuesday, May 14, 2019

Social Security is one of the main benefit programs for workers in the United States. At some point, almost everyone will collect something from Social Security. If you are getting close to collecting from Social Security, you might be...

 

Tuesday, May 7, 2019

One of the crucial decisions in life if you have minor children is to make arrangements for theguardian or guardians who will finish raising your children if you and your spouse shouldhappen to die in a common accident or weather...

 

Monday, April 29, 2019

This years tax deadline is behind us. If you received a refund, what’s your plan? Some taxpayers choose to spend the entire check on clothing, shoes, and their appearance. They never look into investing their money for their own...

 

Tuesday, April 23, 2019

Two years ago, the current government built their own mark on the United States with what some call the most necessary and important tax reform. The retirement reform that they are planning might be the long shot of 2019 since there...

 

Tuesday, April 16, 2019

Taxes are on the minds of many as we just passed the 2019 tax deadline. Unfortunately, many retirees every year fail to properly account for taxes when deciding things such as budgets, withdrawal rates, and whether or not they have the...

 

Monday, April 8, 2019

Many people spend years dreaming about the day they will retire. They envision spending time in their vacation home's with their family and friends at their sides. However, for some, this vision doesn't become reality. Instead, they...

 

Tuesday, March 19, 2019

With each passing year, more baby boomers are reaching retirement age. There is a lot of discussion surrounding the management of retirement savings and how to turn this money into an income stream. This conversation is becoming...

 

Tuesday, March 12, 2019

Tax season is once again in full swing. While many concerned taxpayers file tax returns to meet the required deadline, criminals work harder to cash in taking advantage of the hectic tax season. Tax fraud remains a growing concern...

 

Tuesday, February 12, 2019

Millions of people in the U.S. are unable to care for themselves and need long-term care services. These people need assistance in performing one or more self-care activities of daily living such as eating, bathing, dressing, and...