7 Inflation-Fighting Strategies for Clients in or Near Retirement From: www.thinkadvisor.com Inflation is at the highest level we’ve seen in decades. This has affected virtually all aspects of our economy…
Does the 4% rule still make sense for retirement in the 2020s? From: www.financial-planning.com Rules of thumb are popular for a reason. They’re simple, familiar and can set a good…
IRS Announces Higher Estate And Gift Tax Limits For 2020 From: www.forbes.com The Internal Revenue Service announced today the official estate and gift tax limits for 2020: The estate and…
3 Reasons to Wait Until 70 to Start Taking Your Social Security Benefits From: www.kiplinger.com In a rush to file for Social Security benefits at age 62? Many people are,…
5 Ways to Lower RMDs, Help Clients Reduce Medicare Surcharges From: www.thinkadvisor.com As your clients who are using Medicare know, Part A is free, but there is a monthly premium…
…companies have had their databases hacked recently. So what can you do if you think your personal data may have been compromised? Here are four key steps to take if…
…easier than ever to check up on your credit standing. Many credit card companies automatically provide your score as part of your account details, and various free online services will…
…affect how you approach saving for retirement. If you earn above a certain amount, you cannot make direct contributions to a Roth IRA, for example. Are you wondering about the…
Read more…complete. One example is when you’re updating a kitchen; instead of a complete renovation, you can replace cabinet doors, a countertop, put up a new backsplash, or install an affordable…
…up in your pocket. Since this money comes from pretax contributions, you will likely owe income tax on your distributions. Part of your Social Security benefit may be taxable as…
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