Freelancers face distinct challenges in retirement planning, lacking traditional employer benefits like sponsored retirement accounts and HR support. With fluctuating incomes, saving consistently for retirement can be challenging. Financial advisors […]
I’m a Financial Advisor: Here Are 9 Retirement Planning Tips for Freelancers Read More »
Discover the startling financial realities faced by over 60% of Americans living paycheck to paycheck, as revealed by PYMNTS. Dive into the latest data from the Federal Reserve, exposing the
Prepare for the inheritance wave! Millennials and Gen Xers are set to inherit an astonishing $84.4 trillion between 2021 and 2045, as baby boomers pass on their wealth. Surprisingly, it’s
How to Plan for a Potential Inheritance Read More »
Cheers to a successful retirement transition! As you embark on this exciting new chapter, ensure a rock-solid financial foundation with scenario planning. Guard against the top retiree fear—running out of
How Is Your Post-Retirement Stacking Up? Three Key Questions Read More »
Your lifelong financial companion: Taxes. If you’ve amassed a substantial IRA, navigating this expense is crucial. Despite hopes for lower taxes, the reality, with over $32 trillion in government debt,
Four Reasons to Consider Doing Partial Roth IRA Conversions Now Read More »
The retirement fear we all share: running out of money. Whether it’s $1 million or $2 million, the worry persists. Market volatility adds to the anxiety, with memories of the
Are You Taking Too Much Risk in Retirement? Read More »
IRS sets sights on high-earners: Unpacking the recent crackdown initiative. Amidst the shift, the IRS emphasizes the legal distinction between tax avoidance and evasion. In a notable move, audit rates
The IRS is auditing the rich. Can you fly under the radar if you’re not wealthy? Read More »
Boost your retirement savings in 2024! The IRS has announced an increase in the 401(k) contribution limit to $23,000, up from the current $22,500. Individuals aged 50 or older can
Next year, you can put more money away for retirement and get a tax break Read More »
Navigating the retirement decision: As people enter their 60s, the question of when to retire becomes a common concern. Beyond financial considerations, the transition involves lifestyle adjustments for a fulfilling
Are You Ready to Retire? Find Out With This 10-Item Checklist Read More »
Embrace the joy of retirement with a smart plan for the future! While the prospect of aging care expenses can be daunting, investing in a long-term care insurance policy can
5 reasons why retirees should buy long-term care insurance Read More »