Medicare Is Confusing, But It Doesn’t Have to Be
…in when it comes to Medicare. However, this article should help clear things up. The key is to research, digest the info in pieces, ask questions, and, most importantly, relax….
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Prepping 2016 Taxes: 3 Key Tasks to Tackle Today
…is an ideal time to get your ducks in a row when it comes to tax preparation. Use the following tips to get some work done now and avoid the…
Retirement Planning for Expats and Immigrants
…entirely and invest your savings after getting out of your dues. Get to Know Available International Pension Options Large companies are starting to acknowledge the need to provide their mobile…
Looking Ahead: What to Consider for 2021
…and individuals over the years. Our firm uses a “team approach” to focus on retirement issues, estate planning needs and other various financial challenges. For a FREE consultation: Call (855)…
You Asked, We Answered: Investing with Self-Directed IRAs
You Asked, We Answered: Investing with Self-Directed IRAs From: www.theentrustgroup.com Q: Can I transfer real estate property held in a Solo 401(k) into my self-directed IRA? A: If you have…
This is how much it costs to retire comfortably in each state
This is how much it costs to retire comfortably in each state From: www.marketwatch.com The “fattest state” in the country also sounds like a pretty great place to go out…
Hurricane Ian and the new retirement risk
Hurricane Ian and the new retirement risk From: www.investmentnews.com In the wake of the devastation caused by Hurricane Ian, future retirees ought to factor ‘Florida risk’ into their retirement decision-making….
Bad Behavior Cost Mutual Fund Investors 8 Percentage Points in 2014: Dalbar
…the average fixed-income mutual fund investor. Long-term returns exhibit the same pattern, albeit on a compounded basis. The S&P 500 returned an average of 9.85% per year compared with the…
For Love or Money?
For Love or Money? From: wealthmanagement.com Florida Appellate Court affirms finding of spousal undue influence Statistically, undue influence is the most frequent legal basis for invalidating a will in Florida.1…
Tips for Effective Networking as a Senior
…even though you may have changed over a couple of months or years, your connection is easy to restore. Besides, their experiences could complement yours and stir something new that…
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