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A sound retirement plan
We all have heard the saying “Worry most about the things you can control – but don’t ignore the rest.” In the recently released J.P. Morgan Chase’s 2019 Guide to Retirement, one of its leading charts looks at the factors…
Social Security tips for 2019
Millions of seniors count on Social Security to pay their bills and enjoy their retirement. If you expect to count on those benefits, you will need to have a strategic plan. The attached article gives you a few keys things…
After age of 65, the rules change for HSA withdrawals
You may be tempted to withdraw money from your health savings account for non-medical expenses before the age of 65, but you will have to pay a 20 percent penalty plus income taxes. However, after age 65, the penalty disappears,…
You still have until April 15 to make contributions to your IRA for 2018
You still have until April 15 to make contributions to your IRA for 2018 even though that tax year has come and gone. And you may want to consider getting a head start on your retirement savings for 2019, by…
A simpler framework to build a solid financial retirement plan
Does it all come down to these three major money decisions about your retirement? According to a recent blog post from Of Dollars and Data, the financial aspect of retirement planning boils down to the three things. Read attached article to…
What are the wild cards that can financially deplete your retirement savings
As life expectancy rises, more retirees will face late-life financial risks according to the Center for Retirement Research at Boston College. Those financial risks include but not limited to high health costs, financial mistakes due to cognitive decline, and death…
What is covered by Medicare for vision services
What does Medicare cover for vision services? Many people are unsure what Medicare does and doesn’t cover when it comes to vision services. The attached article gives a breakdown on what is and isn’t covered by Medicare. Click here… …
If you plan to relocate for retirement, it’s time to get real
For those baby boomers planning to relocate for retirement, it is time to get real and drop the fantasies. Retirees who want to relocate should begin by reviewing their finances and then start to build pro and con lists for each…
Do you want to be self-employed? If so, you will need to be responsible for these hidden taxes
Do you want to be self-employed? If you are considering making the move, there are two common pitfalls to avoid. There are two simple items that your employer pays for today that you will be responsible for paying and it…
Don’t make these mistakes with your Social Security benefit
There are plenty of great features of Social Security, but you must understand how the program works. But there are also traps for the unwary if you are not familiar with the ins and outs of its rules. Here are…