_ Money Matters Retirement Navigating the 3 Stages of Retirement By Sondra Forsyth article People often view retirement as just one more stage of life. But thatΓÇÖs not exactly the case. Retirement isnΓÇÖt just … Read More→
_ Money Matters Top 5 Considerations for Retirees Purchasing Travel Insurance By Sondra Forsyth article ΓÇ£While travel can be complicated at any age, retirees are faced with additional considerations, especially when it comes to medical … Read More→
_ Money Matters Pre-Retirees and Retirees Can Beat Inflation and Reduce Risk by Splitting Savings By Sondra Forsyth article Financial planners agree that pre-retirees and retirees need investment growth to beat inflation. But while equities have outperformed fixed options … Read More→
_ Money Matters 3 Ways the New Tax Law Will Hit Seniors Hard in Health Costs By Sondra Forsyth article TrumpΓÇÖs new Tax Law, which will result in a $1.5 trillion tax cut, was seen by some as a Christmas … Read More→
_ Money Matters Annuities Beat CDs by Offering Higher Guaranteed Rates and Tax Savings By Sondra Forsyth article Older Americans love certificates of deposit. But fixed-rate annuities, which function like CDs, usually pay much higher guaranteed rate. And … Read More→
_ Money Matters Asset Location, A Strategy to Cut Taxes, Is Often Overlooked By Sondra Forsyth article A new tax law may call for tweaking strategy but probably not big changes Asset allocation comes first, then comes … Read More→
_ Money Matters Updating Beneficiaries When Life Changes is Crucial By Sondra Forsyth article Once youΓÇÖve bought an annuity or a life insurance policy and named your beneficiaries, you may never think about your … Read More→
_ Money Matters Make These Year-End Financial Moves NowΓÇöand DonΓÇÖt Make This Mistake By Sondra Forsyth article As 2017 lurches toward its end, investors need to plan their tax and investment moves before itΓÇÖs too late. But … Read More→
_ Money Matters 3 Saving Tips to Help Prepare You for Unexpected Expenses By Sondra Forsyth article It happens to everybody: The dreaded, unexpected big expense ΓÇô major car repairs, a broken air conditioner, a plumbing problem, … Read More→
_ Retirement As Retirement Age Creeps up, the Health of Those Close to Retirement is Getting Worse By Sondra Forsyth article Ten years from now, Americans born in 1960 will be able to start collecting their full Social Security retirement check, … Read More→
_ Money Matters Two Ways to Reduce Risk if the Bull Market Has Skewed Your Asset Allocation By Sondra Forsyth article In the current bull market, many people have made so much money they now find their asset allocation is out … Read More→
_ Money Matters Wealth Secrets of the Rich, Kind & Happy By Sondra Forsyth article What rich means for each person is different. In our minds, itΓÇÖs a way of being and functioning in the … Read More→
_ Money Matters Wills & Estates Greatest Wealth Transfer Could Be Costly Blunder For Beneficiaries And Windfall For IRS By Sondra Forsyth article Anyone who just inherited a deceased parentΓÇÖs IRA or 401(k) could be about to commit a costly blunder. You can … Read More→
_ Money Matters Retirement Delaying RMDs from Your IRA: ThereΓÇÖs Only One Way to Do It By Sondra Forsyth article When you reach age 70┬╜, you must start taking required minimum distributions (RMDs) from your IRA, 401(k), SEP or other … Read More→
_ Money Matters Wills & Estates 3 Tips to Make The Finances Add Up for the Spouse Left Behind By Jane Farrell article Traditional wedding vows usually include the phrase ΓÇ£till death do us part,ΓÇ¥ but itΓÇÖs not a part of the ritual … Read More→
_ Money Matters Retirement Tax Deferral and Guarantees Make Annuities a Compelling Way to Save for Retirement By Sondra Forsyth article If youΓÇÖre contributing the annual maximum to your IRA and/or 401(k) plan, youΓÇÖre ahead of most people. But tax-qualified contributions … Read More→
_ Money Matters Retirement Taking a 401(k) Loan Can Be a Smart Move By Sondra Forsyth article Most financial planners say borrowing from your 401(k) is a bad idea, period. I disagree. Borrowing from your 401(k) plan … Read More→
_ Wills & Estates What the Kids Get: Planning Your Legacy By Jane Farrell article After a lifetime of working hard and saving faithfully, some people just want to enjoy retirement and spend their money … Read More→