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Posts Tagged ‘Retirement community’

Beneficiaries – What you need to know!

By angelicacomahig | May 5, 2021

When you secure your retirement and have been diligent in your retirement planning, you’ll quickly find that your concerns may grow. One of the most common questions we get from…

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How the SECURE Act and Cares Act Affect Your IRA

By angelicacomahig | April 19, 2021

Changes made in 2019 have affected a lot of people’s retirement accounts and how they work for their beneficiaries. It’s important for anyone with an IRA to know how the…

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Continuous Care Retirement Community – Understanding Your Options

By angelicacomahig | March 22, 2021

Becoming a member of a continuous care retirement community (CCRC) is something people nearing retirement should be considering. These communities are often called life plan communities because you’re making a…

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  • Why Reviewing Your Beneficiary Designations Could Protect Your Family 

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