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An Insurance Policy Made to Order for the Sandwich Generation

An Insurance Policy Made to Order for the Sandwich Generation From: dailyfinance.com Imagine this scenario: You’ll while away your golden years in excellent health and fair financial shape before dropping…

Is 4.5% Still Safe?

Is 4.5% Still Safe? From: fa-mag.com About four years ago, I authored an article for Financial Advisor in which I examined risks to the “4.5% safe withdrawal rule,” which I…

13 Countries With Better Retirement Systems Than U.S.

…earned during an individual’s career; a means-tested safety net for low-income pensioners; and supplementary pension plans which are common amongst major employers.” According to Mercer, these plans typically either adopt…

IRS Releases Updated Rollover Chart

IRS Releases Updated Rollover Chart From: irahelp.com The IRS has released an update on their IRA rollover chart that includes language regarding the more restrictive once-per-year IRA rollover rules that…

How To Raise an Adult with a Trust Fund

How To Raise an Adult with a Trust Fund From: retirementestateplan.com Recently, I had the pleasure of meeting and listening to Julie Lythcott-Haims, the author of the bestselling book, How…

ETF Field Guide – Novemer 2022

ETF Field Guide – Novemer 2022 From: americancentury.com In this month’s feature article, we hit on one theme we’ve seen over 2022, which has been the continued outperformance of U.S….

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Evaluating Financial Planning Strategies & Quantifying Their Economic Impact

Evaluating Financial Planning Strategies & Quantifying Their Economic Impact Kitces Report From: kitces.com For any financial planner who charges for their advisory services, quantifying the value (or value-add) of good…

For Love or Money?

…Will. After considering the testimony of both lawyers, the Fourth DCA commented that if their testimony was accurate, the 2008 Will “drafted itself and miraculously appeared at the drafting lawyer’s…

How to spend your retirement savings without triggering a tax penalty

How to spend your retirement savings without triggering a tax penalty From: cnbc.com It’s not just saving for retirement you need to worry about, but drawing down your money at…

Conventional Wisdom Can Cost A Retiree Money

Conventional Wisdom Can Cost A Retiree Money From: fa-mag.com Conventional wisdom in any area of life is far from infallible, and this is as true in retirement planning as it…