Retirement

I hear you mention the GPS on the radio often. What is that? The GPS is our Guided Planning System®. It can help give you a complete look at your financial situation, so you can know more about your financial lifestyle and goals. Check out the video below to learn more! Take a look at this…

Getty GETTY Do you have a traditional IRA that will produce ordinary income on distributions? Would you like to possibly mitigate income taxes on those distributions for yourself as well as your heirs? Financial markets have declined over recent weeks, as investors digested evidence of a steep downturn among the world’s largest economies. The COVID-19…

Volatile markets have made it difficult to look at 401(k) and IRA balances, but the Covid-19 crisis could have farther-reaching consequences for the retirement security of those working for small businesses without plans and in hourly jobs. Women, in particular, could feel that crunch. Retirement security for many Americans was shaky to begin with, especially…

RETHINKING RETIREMENT As you near your 65th birthday, you’ll face a slew of important decisions—and a deluge of mail. Getty Images By BOB NIEDT, Online Editor A few months ago, just before my 64th birthday, I received a piece of snail mail from Anthem HealthKeepers, a blast from the future, taunting and prodding. “It’s your 64th…

My wife and I are both working from home, something we haven’t done before. Like most couples now, we’re together about 24 hours a day. I think the coronavirus is giving us a taste of what retirement might be like. I have heard this same idea from several people in the past few weeks. Yes,…

Will COVID-19 deepen the retirement crisis? Yes and no — here’s how The coronavirus crisis may worsen an already impending retirement crisis. Getty Images Remember when Americans struggled to save for retirement because they were juggling high housing costs, student loan payments, credit card debt and scanty access to workplace savings? Add in…

Revisiting key retirement decisions might increase your risk-protected retirement income. GETTY In the blink of an eye, the coronavirus and the resulting economic downturn have created a new world for retirement planning. I’m sure many of you are feeling worried and stressed about how the short- and long-term effects of our current environment will impact…

What are the pros and cons of having a will or trust? This is such an important question, especially in today’s climate. This question doesn’t really have a one-size-fits-all answer, but we’ll try to lay it out in very general terms: while everyone should at least have a will, not everyone is going to need…

Fitbit recently released data showing a global decrease in physical activity levels among users of its activity trackers compared to the same time last year. As we navigate the coronavirus pandemic, this is not altogether surprising. We’re getting less of the “incidental exercise” we normally get from going about our day-to-day activities, and many of our routine…

How to handle financial rollercoasters if you are retired The new coronavirus outbreak and economic measures to contain it could have a significantly negative impact on retirement preparations for millions of Americans. Account balances have been depleted by the stock market collapse. Many people now need to tap into their accounts to make ends meet.…

Wednesday Q&A – What is the “GPS” I hear you talk about on the Radio?

Proactive Planning In Volatile Markets With Roth Conversions

Wednesday Q&A – What are the pros and cons of having a will or trust?

For older people and those with chronic health conditions, staying active at home is extra important – here’s how

New changes in law will help those near retirement and others weather coronavirus’s financial storm

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