The Truth About “Retirement Planning”
Thu, Aug 08, 2024
The 2020 Mind Over Money survey (1) finds that 77% of Americans feel anxious about their financial situation, with 68% concerned mostly about having sufficient income during retirement. They should be. Read More
By Michael T. Koenig, CFP®, J.M.
Why You Want To Spend Your IRA Money Before You Die
Tue, Apr 30, 2024
Prior to 2020, passing wealth from generation to generation through an IRA was a straightforward strategy. A family could take a pot of money and grow it tax-free or tax-deferred, passing it down the family tree. Read More
By Christopher Smith as seen at Clark Howard.com
How will Social Security impact your future? As seen at AARP online
Thu, Oct 19, 2023
Whether you’re concerned about paying bills or expect to live comfortably during retirement, AARP’s Social Security Resource Center provides answers and guidance to help you make the best choices for your situation. Read More
By AARP Online Magazine
Quit Using 401(k) Financial Jargon, Once and For All
Wed, Jun 28, 2023
...........The damage an overreliance on financial jargon can do to participant confidence and, by extension, the advisor’s business is well-documented. Still, a new survey brings it (yet again) into stark relief. It might make the advisor sound smar... Read More
By John Sullivan
Are Roth IRAs Really as Great as They’re Cracked Up to Be?
Thu, May 18, 2023
".......In reality, the Roth is just another tax strategy with pros and cons like all the others. If you choose to save your retirement dollars in a Roth IRA or Roth 401(k) instead of a traditional IRA or 401(k), you will be giving up some tax breaks... Read More
How to Find a Financial Adviser
Wed, Jan 04, 2023
......And while we’re on the topic of ethics: Fiduciaries are required by law to put your interests before their own.. In addition to that, a subset of fiduciary firms are fee-only, which means they don’t sell any products or services beyond their r... Read More
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