Don’t Fall into the Gap
Don’t Fall into the Gap From: blackrock.com Even with 401(k) savings and Social Security retirement benefits, American workers still face an income gap in retirement. There was a famous commercial…
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When underperforming the S&P 500 is a good thing
When underperforming the S&P 500 is a good thing From: investmentnews.com Matching the index last year would have involved too much risk. As financial advisers roll through annual client reviews,…
Which comes first: Social Security or IRA withdrawals?
Which comes first: Social Security or IRA withdrawals? From: financial-planning.com It is a retirement dilemma. When planning for retirement cash flow, should a client start Social Security as early as…
Social Security: What’s New in 2017
Social Security: What’s New in 2017 From: wealthmeethealth.com Why It Matters: • Social Security isn’t static. Many years there are adjustments and changes. • For 2017, there is an increase…
11 Expenses You No Longer Need in Retirement
11 Expenses You No Longer Need in Retirement From: retiredinamerica.com Retiring early seems like a distant dream. But with determination, motivation and careful planning, you could become financially independent and…
Top 3 Estate Planning Must Haves
Top 3 Estate Planning Must Haves From: aaepa.com Regardless of a family’s financial situation and assets, estate planning is an important matter that should be addressed ahead of time. While…
Harvard Neurosurgeon Confirms The Afterlife Exists
…products of the human imagination. Dr. Alexander changed his mind after he was in a coma for seven days caused by severe bacterial meningitis. During his coma he experienced a…
An insider’s guide to bond opportunities
An insider’s guide to bond opportunities From: wellsfargofunds.com If you’ve been thinking that bonds are only a play on interest rates and you’ve been waiting and waiting for a spike…
Money Conversation with Your Kids
…involved in the process so that they have the time to prepare themselves and their own financial future. Communicate Your Plans Nearing retirement means you are getting older. Any discussion…
What Happens to My IRA When I Die?
What Happens to My IRA When I Die? From: independenceadvisors.com Key Takeaways Every situation is as unique as you are, so don’t shortchange yourself with an off-the-shelf, cookie-cutter solution. The…
