Posts Tagged ‘retirement’
Long-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 MoreKnow 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 MoreSocial Security Timing – Getting it Right!
When should YOU begin taking Social Security? 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 MoreWatch Out for Tax Torpedoes when Collecting Retirement Income
The Tax Torpedo is a special animal that the pre-retiree does not encounter. What is it, and how do you avoid it? Read on to find out!
Read MoreMonday Morning Motivation – Containment
Are you practicing containment and self-regulation when it comes to your emotions?
Read MoreFinancial Freedom Tips (Video): Life Insurance – Term vs. Whole Life
Term vs. whole life? Many families are underinsured because they do not understand how life insurance works. Here we explain the basic differences between term and whole life.
Read MoreFinancial Freedom Tips (Video) – Qualified Charitable Distribution
A QCD can be a win-win for both you and your favorite charity. In this 5-minute video, Josh Duncan explains how QCDs work and the tax benefits—as well as the rules you need to know and the mistakes to avoid.
Read MoreFinancial Freedom Tips (Video) – Paying Debt with a 401(k) Loan
Looking to pay off large debt with a 401(k) loan? In this 5-min. video, learn all the details about how it works—including specific benefits and risks.
Read MoreFinancial Freedom Tips (Video) – Save Half Your Raise
Are you ready to take the save-half-your-raise challenge? This is one of the best habits you can develop. Learn how to overcome the 4 common challenges!
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