“Most people do not know that a Health Saving Account can be used after your working time to help offset medical expenses that Medicare does not pay, this can be. . .
Can you depend on company dividends for your retirement income? The definition of a dividend is payments made by a corporation or organization such as a mutual life insurance company. . .
Mike and Susie were searching for more guarantees. The other day I met with a couple, Mike and Susie, ages 60 and 56; they had heard my radio show on. . .
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Are you a woman who tosses and turns at night, worrying about money? Insurer Allianz surveyed women in 2019 found that 67% of female survey respondents reported worrying about their. . .
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“If you are preparing to purchase an annuity, you will need to decide when you want your stream of periodic payments to begin. The time when the income stream turns. . .
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If you have been looking for a financial advisor or retirement and income specialist recently, you may have run across the term “fiduciary.” Fiduciary rules have been in the news. . .
There are few things we can control in life; we cannot control tax increases, inflation, crashes in the market, or unexpected health crises. You can control how you plan. . .
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In September 2020, the Federal Reserve ended its two-day policy meeting by announcing its intention of keeping interest rates at their current all-time lows until 2023. Since 70% of the. . .
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There’s a gremlin nibbling away at your wealth as fast you can accumulate it. It’s a real threat operating under a rather benign-sounding name, “opportunity cost.” Opportunity cost is a. . .
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If you are over 50, your financial advisor, agent, or CPA has probably mentioned the need for some protection against the potentially disastrous costs of long-term care. Knowing that retirees. . .
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