Can You Manage Today’s Demands and Still Plan For Retirement?
Regardless of the worries of today, laying out the full picture of your current retirement plan leads you to a better understanding of how to strengthen it for the future.
IRAs, Taxes and Estate Planning 2023
One of the most commonly used retirement savings plans, after 401(k)s, are IRAs. Many folks will pass away with assets in their IRAs yet most of us don’t think of IRAs as a part of our legacy. Post updated with updated values for 2023.
Giving Care Is Challenging - But What About Receiving Care?
Generally, the conversation about needing long term care to get through the day revolves around cost, availability, insurance and demands on care givers and family. Outside of professional caregiver forums, it’s rare to find a discussion of the emotional and physical distress of the person who receives care.
How Can IRAs Affect Estate Planning?
Estate planning is more than wills and powers of attorney. It’s having some control over what happens to your assets when you pass on. One of the most commonly used retirement savings plans, after 401(k)s, are IRAs. Many folks will pass away with assets in their IRAs yet most of us don’t think of IRAs as a part of our legacy.
How Do You Know If Your Retirement Plan Will Work?
When do you want to find out if your retirement plan will work? If your answer is “Before it’s too late!” you are exactly the type of person who can benefit from a Retirement Analyzer review with us. Together we can take a peek into the future – look at the probability of success for your game plan – then work to fine tune it effectively.
How to Make Financial Decisions Today That Strengthen Your Retirement Long Game
Whatever today’s pressing need might be, it stands to reason that when you can see where you are and you’re going a certain type of solution will make more sense than another.
That’s what completing a Retirement Analyzer review can do for you - help you build your long term strategy. Then, as each life stage comes along, you can review your plan and better understand what type of protection can help make the whole plan stronger.
When to Consider Changing Medicare Plans
You might find it liberating just knowing you can change the Medicare plan you have. Knowing when and why you might want to change your plan helps you decide whether changing is worthwhile.
The Power of Zero: How Indexed Life and Annuity Policies Protect Your Investment
A basic principle of investing is diversification - spreading your money over a range of different types of investments so that a single catastrophic event is less likely to drain all your hard-won savings. How you diversify depends on a number of factors starting with your comfort with risk and how soon you need to withdraw from your investments.