Congratulations on reaching your retirement! However, the journey doesn't end here; it's time to start building income strategies to ensure financial security throughout your golden years. Balancing income, expenses, and portfolio growth is crucial for a sustainable retirement. Here's a comprehensive guide to help you navigate this phase of life. Considering income sources Previously, people ...
Plenty of people in the late stages of their careers and in the pre-retirement age range may find themselves focusing on covering immediate financial needs and postponing their retirement needs. If this sounds like you, we get it, but this could be more costly than you think. It’s important to understand the potential drawbacks associated ...
Preparing for healthcare expenses in retirement may be a good idea because studies suggest that most couples will spend approximately $315,000 on healthcare during their retirement years.[1] This staggering figure underscores the importance of developing a robust strategy to manage such costs effectively. Creating a well-structured retirement plan may be an important step to mitigating ...
Losing a loved one can be an emotionally challenging time, and dealing with the financial aspects of an inheritance can add an extra layer of complexity to an already difficult situation. Here are some key considerations to help you navigate this process. Don’t rush: It’s important to remember that you don’t have to rush into ...
As you look forward to enjoying the fruits of your labor in retirement, you probably want to ensure that the money and assets you’ve built up over the years are safeguarded. One aspect of retirement planning that people tend to forget is wealth protection. Failing to implement a robust wealth protection plan may lead to ...
If part of your retirement plan involves leaving money for your family and supporting them financially after you pass away, then you want to make sure that you do it right. Complications with wills, trusts, and your wishes can lead to a lot of legal headaches and difficulties for your children. In this article, we’ll ...
The gift tax exemption is the key financial tool that can help you preserve your estate for generations to come. If you’re at risk of exceeding your state’s estate tax exemption limit, by gifting your estate—or portions of it—while you’re alive, you can avoid the hefty estate tax on whatever you decide to give to ...
You may find that all of the terminology in the finance world (and the retirement world) makes your head spin. There are so many acronyms and technical terms that it can be hard to follow. To help you out, we’re going to define some of the most important terms when it comes to retirement planning ...
Being unaware of RMDs can cause you to lose a chunk of your retirement savings. Taxes on RMDs can be huge if you miss a distribution or are not aware of the rules that surround RMDs.[1] If you’re not sure what an RMD is, or you want to make sure you’ve got your info correct ...
You may be thinking: “My kids have their finances, and I have mine. How could they possibly affect my life?” But adult children can sometimes affect your financial life, even if right now it seems like they’re on their own. Here’s an example: Your child lost their job and is having trouble making their rent ...
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