RETIREMENT PLANNING HELP FOR SENIORS
As older adults transition from employment to retirement and settle into new routines, there are many different things to think...
February 17, 2020
Retirement Planning
Retirement Planning
IRS PROPOSES CHANGES FOR IRA DISTRIBUTIONS (RMD)
The IRS has issued proposed regulations changing the life expectancy tables and distribution period tables for computing the required minimum...
November 5, 2019
Retirement Planning
Retirement Planning
THE 2020 SOCIAL SECURITY INCREASE WILL BE SMALLER THAN 2019’S
The Social Security Administration has announced a 1.6 percent increase in benefits in 2020, nearly half of last year's change....
September 6, 2019
Financial Planning, Retirement Planning
Financial Planning, Retirement Planning
After Death, A Final Retirement Account Distribution Must Be Made
Federal law requires that beginning on April 1 of the year after you reach age 70 1/2, you must begin...
June 24, 2011
Financial Planning, Retirement Planning
Financial Planning, Retirement Planning
How Much Money / Income do I Need in Order to Retire?
The key to retirement is “cash flow.” If at all possible, you want enough monthly “cash flow” to exceed your...
June 20, 2011
Financial Planning, Retirement Planning
Financial Planning, Retirement Planning
What Do Most of Us Want More Of?
What would make most people happier? Better health? More friends? More time with children and grandchildren? Most people of any...