_ Parenting 5 Tips for Parents to Help Their Kids Get Started With Retirement Planning By Sondra Forsyth article ItΓÇÖs a whole new world for recent college graduates entering the workforce. Their priorities have changed. Now bills, rent, and … Read More→
_ Money Matters Retirement 4 Ways to Reduce Risk in Your Retirement Plan By Sondra Forsyth article Many people are worried about their retirement from a money perspective. According to a survey by Transamerica, most workers think … 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 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 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 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→
_ Is Your Retirement Plan Ready for The Longevity Revolution? By Jane Farrell article Americans are living longer than ever, with the average life expectancy now rising to about 79 years. Some have referred … 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 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→
_ 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 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→
_ Retirement Are You Leaving Your Beneficiaries a Tax Time Bomb? By Sondra Forsyth article When it comes to retirement ΓÇô and to passing on whatever wealth youΓÇÖve accumulated to a spouse or the next … Read More→
_ 3 Monumental Money Mistakes People Make Before They're 50 By Jane Farrell article The saying that youth is wasted on the young may be especially true when it comes to saving for retirement. … Read More→
_ Retirement A Life Insurance Policy Could Be Your Retirement Salvation By Jane Farrell article Americans worry a lot about retirement. Will their savings hold out? Will Social Security still be around? Will healthcare costs … Read More→
_ Money Matters Retirement With Taxes ΓÇ£On SaleΓÇ¥ It Could Be Time to Convert to a Roth IRA By Sondra Forsyth article Retirement can open up a whole new way of life for Americans ready to bring their working years to an … Read More→