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Are You Planning on Working Until Your 70?
If you are part of the almost 25 percent of Americans that say they aren’t planning to retire until age 70, then there are few things that you need to be aware of. Read article here… Notice: The link provided in…
Older Americans Have Become Steadily More Pessimistic About Their Economic Prospects
According to a new study by United Income, retirees may be overly pessimistic about their future financial health and that may lead them to spend less than they could otherwise. Read article here… Notice: The link provided in the text above connects…
Roth IRA for the Grandchildren
You can give your grandchildren “a huge head start” in building a nest egg by contributing to a Roth IRA on their behalf. Read article here… Notice: The link provided in the text above connects readers to the full content of the referenced article.…
Free Money
Do you want “free money”? Saving for retirement can be hard but one easy decision is to participate in an employer match. You make a basic contribution at a certain level and your employer will match a set percentage. Read…
Moving in Retirement, It’s Not All About Location
In real estate it’s all about location, location, location, but there is another key when you are planning to move in retirement: timing. If you buy too many years before you leave work, you may find yourself saddle with unnecessary…
When to Work with a Dually Licensed Financial Professional
Although the Baby Boomer generation has become savvy about preparing for retirement, they are aware there are issues they should be addressing. Sometimes, they just aren’t sure how and that’s when you may want to work with a dually licensed…
New Medicare ID Cards
By April 2019, Centers for Medicare and Medicaid Services will issue new Medicare ID cards to the approximately 60 million Medicare beneficiaries removing the Social Security number. Read article here… Notice: The link provided in the text above connects readers to the…
Can You Spot a Social Security Scam?
If anyone asks for your social security number, do you ask them why do you need that? If not, maybe you should. Read article here… Notice: The link provided in the text above connects readers to the full content of the referenced article. The…
Social Security Administration’s Cybersecurity Update
The Social Security Administration announced beginning June 10, 2017 users of their online services “My Social Security accounts” will need a one-time code to log into their personal account. Read article here… Notice: The link provided in the text above connects readers to…
Annuity: The Older You Are, The More You Get Paid
In an annuity, actuarial-designed product, distribution amounts are calculated based on your age and life expectancy, so the older you are, the more you get paid. Read article here… Notice: The link provided in the text above connects readers to the full…