Blog & Helpful Articles

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How Far Could $1 Million Go in Retirement?

19th Sep, 2022

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How Far Could $1 Million Go in Retirement?

From: financeinsights.net

A million dollars used to be the ultimate target for retirement portfolios. Retiring as a millionaire brought status and confidence that you could live comfortably during your golden years.

If you retired with $1 million in 1970, you probably didn’t have to worry about your nest egg running out, even with a lavish lifestyle. It would be like retiring with $6.9…

Why Everyone Needs an Estate Plan

14th Sep, 2022

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Why Everyone Needs an Estate Plan

From: theamericanretiree.com

Many people have the idea that estate planning is only for the wealthy. However, it may be time to reconsider because an early estate plan helps ensure that your retirement years are stress-free. Remember that good estate planning will go a long way toward safeguarding and developing your money over time.

Although each person’s circumstances will vary, there are several common considerations when planning…

Everything You Should Know About a Roth Ira

13th Sep, 2022

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Everything You Should Know About a Roth Ira

From: theamericanretiree.com

You may want to consider Roth IRAs if you wish to add to your 401(k) or don’t have a 401(k) and need an alternative way to save for retirement. We’ll talk about Roth IRAs, how they differ from other retirement accounts, and how you can decide if you want one.

What is an IRA Roth?

In a Roth IRA, you can invest money…

Estate Planning for ‘Black Sheep’ Beneficiaries

12th Sep, 2022

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Estate Planning for ‘Black Sheep’ Beneficiaries

From: www.kiplinger.com

Every family has one – or maybe more – black sheep. They’re people who march to their own drum, and handing them an inheritance could be problematic. Here are some tips for managing them in your estate plan.

Every family faces a unique set of circumstances when it comes to wealth, financial planning and thinking about the future. But no matter the situation –…

A Guide to Social Security for Seniors

6th Sep, 2022

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A Guide to Social Security for Seniors

From: www.caring.com

Whether you’re nearing retirement age, have a significant disability or are struggling to meet your basic needs, you may be entitled to Social Security. This federal program includes several different components that can provide valuable financial assistance regardless of your age. Here’s what you need to know about eligibility and how to claim your benefits.

What Is Social Security?

The…

Seven Key Elements of Estate Planning

4th Sep, 2022

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Seven Key Elements of Estate Planning

From: retirement.tips

Most people agree that, in theory, estate planning is a necessary task regardless of wealth. But it tends to be an uncomfortable process for many people, as it involves confronting your own mortality – not to mention having some potentially difficult conversations with family members

Many people also aren’t aware of the various estate planning tools that are available for protecting…