Posts Tagged ‘retirement finances’
How To Create an Estate Plan Without the Stress
Retirement planning is what we do on a daily basis, but there’s one thing we come across frequently that astounds us: people with millions of dollars in assets don’t have…
Read MoreHow to Have Peace of Mind During Troubled Times
Omicron is here, and it’s a variant that has taken over the news lately. Dealing with bad news means learning how to have peace of mind during troubled times for…
Read MoreTax Planning for Retirement
One of the things we deal with routinely for people retiring or already in retirement is concerns about taxes. People are very worried about their taxes. After all, you’ve worked…
Read MoreFederal Reserve, Inflation and the Economy
We’ve seen a lot of headlines lately, as we’re sure you have, about the federal reserve, inflation and the economy. At the time of our podcast and writing this, Jerome…
Read MoreConsiderations for Charitable Giving
If you have a charity that you’re passionate about or just want to give back, there are a lot of considerations for charitable giving that need your time and attention.…
Read MoreShould I Consider an Annuity In My Financial Plan?
Are you considering an annuity? Does an annuity fit into your financial plan? These are the questions that we’re going to answer today so that you can secure your retirement…
Read MoreThe Market Is High. Should I Sell?
When you invest money in the stock market, there’s an emotional attachment that people have. You’ve saved diligently to build up your retirement and invest, and no one wants to…
Read MoreIRAs – Required Minimum Distributions
Many of our readers are planning to retire, and they want to know about required minimum distributions (RMDs). If you have a tax-deferred vehicle, RMDs are something that you should…
Read MoreInflation and Your Retirement
Inflation is a hot topic today. In fact, inflation is leading to the highest Social Security cost of living adjustment ever in 2022. For over 70 million Americans, they’ll have…
Read MoreHow To Protect Against Being Scammed
We were reading an article on MarketWatch titled “Phishing emails, texts and calls—scamming is getting worse, so stay up on the latest cons.” * The article discusses scammers, and it…
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