Retirement

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The Small Business Owner’s Guide to the CARES Act

4 Ways to Evaluate a Financial-Aid Award Letter

TEN BASIC QUESTIONS OF ESTATE PLANNING

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Planning for Dental Costs

One reason to have insurance of any kind is to protect against potentially high out-of-pocket costs associated with events that may or...

Americans Lose Trillions Claiming Social Security at the Wrong Time

A lack of knowledge leaves individual retirees dumping thousands of dollars out of their own pockets. The graph below says it all. The...

Inherited IRA Beneficiaries Separately Responsible for Taxes on Separate Shares

A new PLR confirms: When multiple beneficiaries inherit an IRA, each beneficiary is independently responsible for any income taxes and/or...

A 5-Step Digital Estate Plan

Here are five steps to help you create a digital estate plan: Step 1: Make inventory lists of your digital assets and how to access them....

What Are Your Medicare Options if you Retire BEFORE age 65 vs AFTER age 65

While working, people generally have employer-sponsored insurance. Some 58% of people in the U.S. today get their health insurance...

Are You Thinking About Retiring? 10 BEST Countries To Retire

Where can a couple live for $2500 or less a month, including health care? And still enjoy a mild climate, modern amenities and plenty of...

Essential TAX Tips for IRAs (AKA: Grab your notepad and start taking notes!)

WOE!! to the taxpayer who runs afoul of the numerous and confusing IRA rules. There are forms to file, contributions to make,...

Planning For a 30-Year Retirement

Funding a 30-year retirement will take financial planning prowess as you juggle the effects of inflation, distributions, taxes, asset...

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