Beyond Salary: 7 Top Employee Benefits
…situation, make sure you’re aware of a company’s potential perks, and more importantly, make sure you’re taking advantage of them. Here are seven benefits to know: 1. Matching retirement contributions…
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9 Worst Financial Mistakes Seniors Can Make This Year
…even taking some cash out would help you, it’s important to check your eligibility here. Checking your eligibility is quick and completely free! For the full article: Click here →…
5 Tips for Enjoying Your Retirement to the Fullest
…can afford to spend a little more for extra comfort and convenience. You’ll be able to prepare for potential emergencies with low-risk investments while creating some wiggle room in your…
The importance of pets for seniors
…are fortunate enough to have our loved ones as close as we would like, but we are lucky to enjoy the company of our furry family that help to keep…
Giving and Receiving Wealth: What to Know
…planning are always important, and in the interest of smooth family relations, communication is key when it comes to understanding the giver’s wishes when using various funds. Whether you’re planning…
Are you prepared for tax season?
…may also have to prepay some of your quarterly estimated payments before Tax Day. To dive deeper into these topics, feel free to refer to IRS.gov or reach out anytime…
4 risks to retirement income
…three types of tax advantages: tax- deferred accumulation potential, the opportunity for income-tax-free loans and withdrawals, and a death benefit that is generally income-tax-free to beneficiaries. 3. Volatility The market…
Is the 60/40 Portfolio Dead? Long Live the 60/40 Portfolio
Is the 60/40 Portfolio Dead? Long Live the 60/40 Portfolio From: smartasset.com 60/40 portfolio allocation is a popular investing approach. Put simply, it’s an allocation strategy that consists of 60%…
ASK THE EXPERT: Answers to Common Questions About IRA Trusts
ASK THE EXPERT: Answers to Common Questions About IRA Trusts From: ultimateestateplanner.com By: The Ultimate Estate Planner The IRA Inheritance Trust® (also known as a “Standalone Retirement Trust”, “IRA Beneficiary…
3 Pitfalls That Can Impact Your Retirement Savings
…taken over an extended period of time. Make sure you’re on track by avoiding these common mistakes. Underfunding Retirement Accounts Are you among the 71 percent of Americans who aren’t…
