If your Required Minimum Distribution is not managed properly you may be exposed to additional tax liability. Determined by the fair market value of qualified retirement accounts, a Required. . .
Journalist Jane Bryant Quinn wryly observed that “The shortest period lies between the minute you put some money away for a rainy day and the unexpected arrival of rain.” . . .
Learn the miracle of compound interest and harvest the benefits! We’re just past the halfway point in the year, and around this time of year I often get asked:. . .
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“Only money left over after paying taxes can be spent. For the average person in the U.S., 34.5% of that sum goes to pay interest alone, to finance car purchases,. . .
Have you delayed retirement because the obligation to raise and educate your children stayed way too long, long after college? Don’t feel alone, and many Baby Boomers are experiencing. . .
I am not a tax attorney, nor do I play one on TV. I am, however, a financial guide who understands the need for thorough, complete estate planning. In. . .
Two of the benefits of Fixed Indexed Annuities I talk about daily in my practice are 1) their ability to protect retirement accounts from market volatility, and 2) protection from. . .
One of the biggest concerns my prospective clients have when researching annuities is accessibility. As big as a myth that this is, the reality is, annuities have more liquidity. . .
Many people have mixed feelings about retirement. They also don’t have the correct mindset of retirement because they are still employed. Some even dread retirement because they don’t have a. . .
Volatility in the stock market again is back, and it might be a warning shot. More people are waking up wondering could this be the Big Correction everybody’s been worried. . .
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