There’s an old saying that “No decision is a decision.” By creating a strategy for extended care, you’ve made the decision to be prepared in the event of an unexpected turn.
The secret is out on health savings accounts (HSA), and people of all ages are starting to embrace them as a way to pay for healthcare expenses.
When it comes to taking distributions from retirement accounts, the most important concept to understand is that there’s no “one-size-fits-all” approach.
Only 33% of today’s pre-retirees expect that social security will be a major source of retirement income – nearly 67% of retirees say Social Security is their major source of income.
Everyone aspires to leave the world a better place, sometimes that means planning a more defined approach to their charitable giving strategy.
If you’re on Medicare, put an X on your calendar for October 15th, and mark another X for December 7th. This is the open enrollment period for existing Medicare enrollees who want to make changes to their coverage, and those changes go into effect beginning on January 1st, 2024.
With personal finance, understanding the numbers can be critical for your long-term financial health. In this article, you’ll learn about net worth, credit scores. credit card debt, mortgage balances, interest rates, and social security benefits.
One of the best resources for “real-time updates” on how retirees are settling into retirement is the Retirement Confidence Survey, which has been conducted for the past 33 years by the Employee Benefit Research Institute.
When our nation’s lawmakers updated the retirement rules in late 2022, they “tilted the table” a bit toward Roth Individual Retirement Accounts (IRA), providing several updates that make them more accessible to individual investors.
In the final days of 2022, our nation’s
lawmakers came together and approved a slate of changes designed to help Americans save more for retirement.