Latest News
Avoiding the IRS in Retirement
In Joy Taylor’s article appearing on Kiplinger website (www.kiplinger.com), she lists nine red flags that could increase the chances that the IRS will give the return of a retired taxpayer special attention. Read article here… Notice: The link provided in the…
Fiduciary Rule
The Labor Department announced a proposed 60-day extension of the so-called “fiduciary rule”, which would prohibit retirement advisers from accepting incentives for promoting certain funds or overs; to go into effect on June 9th instead of April 10th. Read article…
Changing Strategies
As you near or reach retirement, the strategies and tactics you used to build your portfolio need to be adjusted. Read article here… Notice: The link provided in the text above connects readers to the full content of the referenced article. The URL (internet…
The Power of Social Security
March is Women’s History Month. Nearly 60 percent of people receiving Social Security benefits are women and it serves a vital role in their lives. Read article here… Notice: The link provided in the text above connects readers to the full content…
401(k) Investors Top Savings Ideas
Do you ever wonder what 1,000 401(k) investors’ top retirement savings tips and advice are? Read article here… Notice: The link provided in the text above connects readers to the full content of the referenced article. The URL (internet address) for this link is…
United in Anxiety
In a polled conducted by Greenwald & Associates for the National Institute on Retirement Security (NIRS), found “Americans are united in their anxiety about their economic security in retirement and in their dissatisfaction with national policy maker’s inaction to address…
Sabbaticals Instead of Retirement for Millennials
In the forthcoming book, The Future-Proof Workplace, authors Morag Barrett and Linda Sharkey, believe after many conversations with Millennials, “the future will involve periods of work that fund sabbatical, followed by a return to work to refill the coffers for…
Controlling Your Retirement and Health
According to Jean Chatzky and Dr. Mike Roizen of the Cleveland Clinic, you need to control both your health and your money because if you’re not healthy, you’re going to spend all your money trying to get there. Read article…
Health Savings Accounts and Medicare
Once you enroll in Medicare, you can no longer contribute to an HSA and if you continue to contribute to your HSA after your Medicare coverage starts, you may have to pay a tax penalty. Read article here… Notice: The link…
Social Security Benefits May Be Taxable
Eighty-seven percent of retired Americans rely at least to some extent on their benefits to meet their monthly expenses; it is a surprise to working and newly retired seniors, to find out that their Social Security benefits may be taxable.…