I Love Roth IRAs and Roth Conversions!

Kiplinger refers to Roth IRAs as “a gift from the government.” But many people don’t utilize this gift. This article discusses why now is the time to do just that.   Enjoy this complimentary download: By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.…

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When to Take Social Security: The Complete Guide

Should you file Social Security or should you wait? Investopedia gives a complete guide on when to take Social Security.   Enjoy this complimentary download: By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products. Source Article: https://www.investopedia.com/retirement/when-take-social-security-complete-guide/ Investing involves risk, including the potential loss…

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Make These 6 Savvy Retirement Moves and You’ll Be Cooking with Gas

Retirement planning can be much more exciting when you have a financial plan in place to get you to your goals. Here are a few tips by Motley Fools that may help you reach your financial goals.   Enjoy this complimentary download: By submitting your contact information, you consent to be contacted regarding retirement income…

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3 Reasons You Won’t Regret Saving in a Roth IRA

Roth IRAs have low annual contribution limits and income limitations, but you shouldn’t overlook them. Motley Fool gives three reasons you should consider opening one.   Enjoy this complimentary download: By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products. Source Article: https://www.fool.com/investing/2022/04/14/3-reasons-you-wont-regret-saving-in-a-roth-ira/ Please remember that…

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Odds are, you’re better off buying an index fund. Here’s why

Mutual and exchange-traded funds are generally actively managed or passively managed. If your investments were actively managed in 2021, your returns may not have been up to par. According to this CNBC article, index funds are more likely to replicate their holdings and returns.   Enjoy this complimentary download: By submitting your contact information, you…

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Where to start if you want your kids to grow up financially savvy

Starting with a strong financial foundation at a young age can pay off. According to CNBC, if you want to raise financially savvy kids, stop the lectures and start with an allowance.   Enjoy this complimentary download: By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and…

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A Moderate Retirement Portfolio in 3 Buckets

Originally appearing in Morningstar, this article discusses how to divide your retirement portfolio into the three buckets – cash flow, transfer, and longevity.   Enjoy this complimentary download: By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products. Source Article: https://www.ncoa.org/article/your-retirement-portfolio-in-three-buckets Investing involves risk, including…

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5 savings mistakes people make when building their financial life

Originally appearing in CNN Business, this article discusses the five most common mistakes young adults make when starting ­­­out their financial lives.   Enjoy this complimentary download: By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products. Source Article: https://www.wishtv.com/news/business/5-savings-mistakes-people-make-when-building-their-financial-life/ Investing involves risk, including the…

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93% of HSA Holders Are Making This Huge Mistake

Healthcare will likely be one of your largest expenses in retirement. If you’re saving for this in a health savings account, make sure that you’re making the most out of it. The Motley Fool discusses ways that may give you the most opportunity out of your HSA.   Enjoy this complimentary download: By submitting your…

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Hidden Italy: where to stay and what to do off the beaten track

Two years after the start of the pandemic, people are ready to travel. If you fall in that group, here are some tips by The Guardian on where to stay and what to do in Italy.   Enjoy this complimentary download: By submitting your contact information, you consent to be contacted regarding retirement income strategies…

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