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Surprisingly, clients often get much more from our financial planning engagement than they ever expected.
When the calendar flipped over to 2015 we were greeted with tax law changes for IRA rollovers. Although many of us won’t be affected by these rule changes, ‘I didn’t know’ is not an excuse when it comes to violating the IRS regulations.
With an estimated 10,000 Americans expected to retire each day over the next 19 years, it’s no wonder that Social Security has become such a hot topic.Through this two part series, we seek to address some common questions surrounding Social Security benefits, and provide an update on the Social Security Administration’s current financial status.
More than 3.5 million baby boomers will retire each year for the next 16 years. 70% of Americans are behind in their retirement savings. Many people are questioning their readiness to retire, and wondering how they can make it happen.
You have been diligently saving for years, and after careful planning you are finally ready to realize your ultimate goal of retirement. However, depending on your pension plan type, you may be faced with a variety of ways to withdraw money from the account. Let’s discuss the three most common options for taking pension distributions, along with the pros and cons of each one.
Another year has come and gone, and it may be time for you to seriously consider adding long-term care insurance to your arsenal of financial products. There are very few things that can eat into your retirement savings quicker than a debilitating illness.
If you are like thousands of Americans who have been in the work force for a while, you may have one or more old 401k plans that are still with your former employer. Generally speaking, many individuals simply do not have the sense of urgency to move their old plan, as most 401k providers will allow you to keep the money invested, regardless of your state of employment.
It seems that virtually everybody agrees that during the last few weeks, the investment markets have been ruled more by emotions than logic. But as we watch the markets rise and fall like giant ocean swells, it's fair to ask: how, exactly, does this happen?