From: www.forbes.com
Retirement planning is about more than just saving money – it’s about generating an income plan for spending money. You can break saving for retirement into three main goals: automate savings as much as possible during working years; invest in long-term growth investments with low fees; and stay engaged and employed…
Go to page: Ideas for Safeguarding Your Wealth in 2020From: REAP, LLC. | Retirement & Estate Advisors & Professionals
You’ve worked hard to earn what’s yours. Thoughtful decisions and smart planning have helped you find financial stability, and now it’s time to go the extra mile to ensure your assets will stay secure for years to come.
You probably already have a good start, but make sure you’re keeping these five steps in mind if you…
Planning for retirement sometimes is filled with numerous preparations. One step at a time you put your life and your finances in order so that the remainder of your years are spent enjoying the lifestyle and security you have worked so hard to achieve.
Preparing for retirement includes steps to prepare your children for the decisions you have made. Sitting down with them and laying out your plans is an important step in the…
Financial abuse can be a complicated subject, but at its most basic level it involves taking advantage of an older adult through manipulation or intimidation to steal their money or property.
What are the risk factors for financial abuse?
Elderly adults are some of the most vulnerable to financial abuse. Some of the biggest risk factors for older adults include:
• Isolation
Isolation can cause extreme loneliness in seniors, leaving them desperate for any sort of social connection….
From: REAP, LLC. | Retirement & Estate Advisors & Professionals
On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). The SECURE Act, which is effective January 1, 2020. The Act is the most impactful legislation affecting retirement accounts in decades. The SECURE Act has several positive changes: It increases the…
From: retiredinamerica.com
Retiring early seems like a distant dream. But with determination, motivation and careful planning, you could become financially independent and able to retire early. In other words, become a member of the FIRE movement.
In order to accomplish your FIRE goals, you might need to make some sacrifices along the way and cut down or even downright eliminate some things you…
From: www.iamsinc.com
On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Act into law. The SECURE Act marks the most significant overhaul to retirement policy in years. And with these changes, comes a need for many people to review, or even revise, their retirement plans. This presents multiple prospecting and marketing opportunities for financial advisors.
In total, the SECURE Act…
From: legalguidancenow.com
Are Social Security benefits really taxable? Well, yes and no; it all depends on the state you live in. Vermont, for example, views Social Security benefits the same way as the feds. Meanwhile, Conneticut taxes them only if your income tops $50,000.
Regardless if you’re planning to move to another state soon or just travel there for a…
From: advisorperspectives.com
The Grinch who stole Christmas is alive and well this year – in the U.S. Congress. Our representatives and senators passed a bill that negatively affects the middle and working class by changing the rules of passing an IRA to one’s heirs. Now adult children who inherit IRAs will be required to drain them within 10 years and pay all…
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