_ Retirement Want to Travel Post-Retirement? Here Is How to Get Started By Sondra Forsyth article When I was young, my parents loved to travel, and they always included my sister and me. That was the … Read More→
_ Retirement Beyond the Bucket List: 5 Tips for Reinvigorating the Retirement Paradigm By Sondra Forsyth article Baby Boomers are┬áheading into retirement in droves. Each day, about 10,000 close the doors to their offices for the last … Read More→
_ Money Matters Retirement Retirees With a Guaranteed Income Are Happier & Live Longer By Sondra Forsyth article Retirees who are surrounded by their family and friends – and who also have a substantial check coming in every … Read More→
_ Money Matters Common Challenges Young People Face in Choosing Health Plans By Jane Farrell article While recent grads are already worrying about student loan debts, thereΓÇÖs another pressing financial problem. In a recent survey, eHealth … Read More→
_ Money Matters Retirement Two Ways to Get Lifetime Income By Sondra Forsyth article To get a guaranteed lifetime income in retirement, you can annuitize an existing annuity when youΓÇÖre ready to begin receiving … Read More→
_ Money Matters What You Must Know About Hospital ΓÇ£Observation StatusΓÇ¥ By Sondra Forsyth article In a hypothetical scenario, letΓÇÖs say you break a hip. A call to 911 gets an ambulance to your door … Read More→
_ Money Matters Retirement Does Your Retirement Plan Pass the 3-Point Check-Up? By Sondra Forsyth article If you’re like most people, you started a retirement account like a 401(k) or IRA years ago because your employer … Read More→
_ Money Matters How to Protect Yourself Against Mortgage Fraud By Jane Farrell article Mortgage fraud occurs when a potential homebuyer, seller, or lender lies or omits key information that leads to a mortgage … Read More→
_ Money Matters 3 Tax-Savings Ideas to Help Seniors with Long-Term Care Expenses By Sondra Forsyth article One huge expense awaiting a large percentage of Americans near the end of their lives is long-term care. Coming up … Read More→
_ Money Matters Retirement 3 Retirement Tax Traps and How to Avoid Them By Sondra Forsyth article There was a time when older Americans received a lot of tax breaks, but no more. Congress and state and … Read More→
_ Money Matters 2017 Tax Return Points the Way to Tax Savings in 2018 and Beyond By Sondra Forsyth article Your 2017 tax return provides valuable clues for planning for your 2018 taxes. But with tax reform, the exercise is … Read More→
_ Money Matters Want to Do Better Than Bonds? Consider Fixed Indexed Annuities and Fixed-rate Annuities By Sondra Forsyth article Bond yields are low. How can investors get a better return without taking on more risk? Both plain fixed-rate annuities … Read More→
_ Money Matters Maturing Life Insurance Policies Create Tax Bills and May Shortchange You By Sondra Forsyth article Permanent life insurance isnΓÇÖt quite permanent. Many permanent policies mature at age 100, sometimes at 95, and then pay out … Read More→
_ Money Matters Retirement Bear Market Plus Withdrawals in Retirement Can Cause Portfolio Death Spiral By Sondra Forsyth article If youΓÇÖre a retiree with an equity-heavy portfolio and have to make a withdrawal in a bear market during the … Read More→
_ Money Matters 4 Reasons ItΓÇÖs Urgent to Understand the Cost of Growing Old By Sondra Forsyth article Many young, healthy Americans may not realize that they share something troubling in common with each other. ThereΓÇÖs a good … Read More→
_ Money Matters Money Buys Happiness - but Only Up to a Certain Amount By Jane Farrell article In order to be happy, researchers say, you donΓÇÖt need unlimited amounts of money. “That might be surprising as what … Read More→
_ Money Matters How to Overcome Investor Paralysis By Sondra Forsyth article Many people feel paralyzed about investing, especially if theyΓÇÖve invested little or nothing in the market before. Investors are bombarded … Read More→
_ Money Matters Longevity Insurance Is Underused in Retirement Planning By Sondra Forsyth article More people are living into their late 80s, 90s and even past 100. But longevity isnΓÇÖt so great if you … Read More→