Posts Tagged ‘retirement’
Know your ABC’s (and D) of Medicare!
Curious about Medicare’s intricate alphabet of parts and plans? Read on to learn how to get fully covered—and be safe from unpleasant financial surprises.
Read MoreLong-Term Care: The Elephant in the Room of Retirement Planning
Retirement—Most of us think of hobbies, vacations, and time visiting family, but what about long-term care? Read on to learn what you need to know!
Read MoreTo Roth or not to Roth, that is the question!
Is a Roth IRA or traditional IRA your best option now? Read on to learn about several tax scenarios that may surprise you!
Read MoreSocial Security Timing – Getting it Right!
When should YOU begin taking Social Security? Read on to learn what you need to know!
Read MoreFinding A Financial Advisor Even Your Mom Could Trust
You’ve come to the conclusion that you need the help of a financial advisor. Multiple friends have given you “their guys” name. You’re confused and overwhelmed. You don’t want to make the wrong choice and you’re worried that you may inadvertently hire the next Bernie Madoff. Sound familiar? That’s not surprising at all. For most…
Read MoreMaking Sure You Can Collect a Paycheck in Retirement
You’ve spent the last thirty-plus years of your life building a nest egg. You watched your expenses, saved a fair amount each month, and used a good strategy to build up a 401(k) balance bigger than you would have ever imagined was possible. As the last person leaves the room from the retirement party, several…
Read More5 Things to Know About Taxes in Retirement
Are you retired—or planning to be? Today, I cover the 5 key things you need to know about your taxes!
Read MoreAll About Exchange-Traded Funds or ETFs! (vs. Mutual Funds)
Today we dive into ETFs, the new kid on the block! We compare ETFs with Mutual Funds, so that you can better understand your retirement accounts.
Read MoreWhat Is the Key to Retiring Successfully?
Today I cover the 3 key principles for retiring successfully. Tune in to find how to apply this wisdom to your future retirement!
Read MoreAre You Ready to Take the Pill?
Failing to plan is planning to fail. Are you ready and willing to take your medicine? Read on to learn the 8 steps needed to build your financial plan!
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