_ RetirementLaddering Fixed-Rate Annuities Offers Combination of Good Rates and Flexibility for Future By Sondra Forsyth articleWith today’s low interest rates, it takes planning to create sufficient retirement income without taking more risk than you need … Read More→
_ Money MattersPension or Lump Sum? Compare Payouts before You Decide By Jane Farrell articleAbout half of pension plan participants can choose to take their money in a lump sum when they retire. If … Read More→
_ Many Options to Reduce Investment Risk in IRAs By Sondra Forsyth articlePeople approaching or in retirement should not have an over-weighted stake in equities. If you need to reduce risk in … Read More→
_ Money Matters Wills & EstatesGreatest Wealth Transfer Could Be Costly Blunder For Beneficiaries And Windfall For IRS By Sondra Forsyth articleAnyone who just inherited a deceased parent’s IRA or 401(k) could be about to commit a costly blunder. You can … Read More→
_ Wills & EstatesWhat the Kids Get: Planning Your Legacy By Jane Farrell articleAfter a lifetime of working hard and saving faithfully, some people just want to enjoy retirement and spend their money … Read More→
_ RetirementA Life Insurance Policy Could Be Your Retirement Salvation By Jane Farrell articleAmericans worry a lot about retirement. Will their savings hold out? Will Social Security still be around? Will healthcare costs … Read More→
_ Money Matters RetirementCan an Annuity Be a Smart Choice in an IRA? By Sondra Forsyth articleIs it a good idea to buy an annuity within an IRA or Roth IRA? At first blush, the answer … Read More→
_ Relax, Boomer Parents: Millennials Are More Financially Savvy Than You Think By Jane Farrell articleMillennials came of age at a time when the job market was weak and their student-loan debt was high. Such … Read More→
_ Money Matters Retirement8 Things Boomers Must Know About RMDs From IRAs By Sondra Forsyth articleAccording to the experts at Kiplinger, It’s a watershed year for the baby boom generation. In 2016, the first of … Read More→
_ Money Matters RetirementWho Controls Your Retirement Money? By Adprime Admin articlePeople make a mistake when they feel as though they’ve lost control of their qualified retirement plans – they never … Read More→
RetirementAvoiding a Government Head Fake on Retirement Savings By articleA government rule on retirement savings may be tricking retirees into looking at their financial situations all wrong, says a … Read More→