What’s the Limit for Earning with Social Security?
Knowing when to retire and when to begin claiming benefits comes down to understanding yourself — and your finances.
What are the Biggest Retirement Costs Often Overlooked?
Does your retirement budget account for all of these costs?
Will Moving to a New State Impact My Estate Planning?
However, if you are retired and no longer generating employment income, you should make sure you weigh the financial implications of any potential move.
What Planning Should I Do in My 50s?
If you are one of the many people who start getting serious about their finances as they reach their 50s, enjoy this guide for your next steps.
What If Your Nest Egg Runs Dry in Retirement?
Americans say this is where they would turn, if they found themselves in a financial crisis during retirement.
Relieve Regret About Retirement Savings
A 2019 survey by Global Atlantic Financial Group, which sells annuities, asked more than 4,000 Americans, pre-retirees and retirees, about their retirement savings. Of those surveyed, 55% said they had regrets. The top three were that they: Did not save enough. Relied too much on Social Security. Did not pay down debt before retiring. However,…
What Do I Need to Do During Medicare Open Enrollment?
It’s hard to escape the Medicare ads that fill the airways each fall, when insurance companies vie for beneficiaries’ attention during the annual open enrollment period. Running from Oct. 15 through Dec. 7, this period is when the more than 63 million Medicare beneficiaries can pick a new Medicare Part D drug plan, a new Medicare Advantage plan, or switch from Original Medicare into a Medicare Advantage plan or vice versa.
Will Inflation Ruin My Retirement?
As America’s economy reopens, we’re seeing higher inflation rates. This unwelcome surge should prompt retirees to consider the threat it could pose to their financial security.
What Should Small Business Owners Know about Estate Planning?
Small business owners have their hands overflowing with issues, and they devote most of their time to matters related to the smooth running of the business. Having no time to think about other matters, they do not bother about estate planning for them.
Proposed Changes in Tax Laws and Possible Retroactivity
As we enter into a new era of tax code proposals from the Biden administration, it’s important to be thinking about what those changes may mean when planning for the upcoming tax season and retirement.
