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I worked at a company headquartered in NC for 20+ years. That company was one if the few remaining companies to offer a pension. I have left the company but haven't started taking my pension. Word on ...
Be sure to read our latest Advisor Perspectives article about the “buckets” used to fund essential and discretionary expenses in retirement under the Actuarial Approach....
Listener Michael asks about how Social Security is taxed, the rationale behind the 50% and 85% tax thresholds, and the implications of these taxes on Social Security and IRA withdrawals. James respond...
A quarter of participants surveyed are also borrowing from their retirement accounts, finds…...
Still, adoption among advisors is growing in small doses, finds Cerulli...
Over half of women in the "Peak 65" demographic have less than $100,000 in retirement…...
Does anyone have experience with an ACO (Accountable Care Organization? I read some of the material provided but still not sure if this really is a no cost added benefit. Sounds more like an HMO-type ...
Here's a song I found on YouTube yesterday that I can't recall having heard for a very long time. It is one of the most beautiful songs ever released. One of its composers and lead singer passed away ...
How is Kimberly’s strategy for reducing her retirement taxes by doing Roth conversions and qualified charitable distributions? Is Patrick’s tax loss harvesting transaction a wash sale? At ...
My favorite scene in the movie Arbitrage (spoiler alert) is where Richard Gere's character, Robert Miller, negotiates the sale of his business to a rival, James Mayfield. Miller, who has become increa...
Identifying and understanding 5 simple marriage money talk steps you can take to improve your understanding of finances within a marriage and work towards a common goal. Money is one of the most conte...
The Retirement Law Group today announces rebrand to FLC and the addition of Matthew Eickman…...
A new report by PGIM analyzes whether the U.S. is undergoing a retirement crisis, and how…...
New ICI research shows lower fees have helped savers earn higher returns, balances in retirement...
New research from F&G shows 2 of 3 pre-retirees over 50 are considering postponing their…...
The deadline to submit nominations is August 26...
Caregiver’s Guide to Smart Home Tech...
Your retirement plan isn't complete unless you have figured out how to lessen the impact of taxes on your nest egg. Here's where to start....
You could see some high returns, and if you stash dividend stocks in a taxable account, you can minimize the taxes you pay on them....
My friend said it was the hardest thing she's ever done in her life. She moved from Illinois to one of the Carolinas when she retired. She had a pretty nice little rural homestead. I'd love to move bu...
Again on a post I read a few minutes ago, people talk about how long-term care is so expensive per month. And, yes it is. Overall, the cost of healthcare, including long-term care, is high. But what I...
So I'm a little ways out from retiring. I'm planning on buying a house soon. I'm going to have to continue paying on the house through part-time contracting work even after I retire from my full-time ...
Photo credit: jb I’ve written about this topic a few times in the past, such as in this article on tax diversification of your investment accounts. It’s an important topic, but probably th...
Everyone with children should contribute to a 529 plan. It is a tax-efficient way to save for college since none of the gains are taxable if used for approved college expenses. Today, it costs about $...
My understanding is that you have to file a witholding form to have taxes withheld from Social Security payments. I'm curious about whether you have money withheld, if so how much, and what is the rea...
Ok retired 3 days ago. Married, both retired. I m no financial brain surgeon so please be aware of this. So i retired half-way through the year and have to figure out our tax bracket. I don’t wa...
Save on Car Insurance Today Explore and compare rates from over 50 top insurance companies, including Progressive, Travelers, AAA, and Nationwide, to find the best car insurance deals. Get Your Free Q...
If you’ve ever searched for a financial professional you may have seen an endless string of letters after their names. Trying to figure out the financial advisor alphabet soup is exhausting. One...
You probably know that I’m a big advocate of trying out new and sometimes adventurous things. Not only can it be fun to learn or do something completely different, but it helps you to find new p...
Assess Your Loved One's Driving Skills...
The more time you have to save, the more likely you are to reach your goal....
Dear Colleagues: When trying to determine the value of survivor benefits. SSA is telling us the survivor benefit amount is based on the deceased persons "basic" benefit calculated at full retirement a...
Thinking of rolling over a 401(k) into an IRA? There are tax and flexibility advantages. But tread carefully....
Estate planning is critical to ensure heirs don't get hit with millions in estate taxes after you die. You can also protect your digital assets from litigation....
Women are saving less for retirement than men – and not just by a little. Prudential’s 2024 Pulse of the American Retiree survey found, “Across all age groups, women are particularly...
Retirement savings might not have to take a back seat just because your partner doesn't earn income....
These hybrid securities blend a bond and a derivative and are customizable to clients' savings needs....
Even — or especially — for financial planners, retiring isn't easy. Here's how to let go of the business and embrace what comes next....
Wealth managers typically focus on other people's retirement plans. But how do they want to spend their own golden years?...
It’s that time of the year, folks. Elections are coming up, there’s a bunch of infighting going around, and lots ... Read more...
Thebrief’skey findings are: To encourage small firms to adopt retirement plans, policymakers have made it easier to participate in Multiple Employer Plans (MEPs). MEPs involve less administrativ...
There are costly changes coming to Medicare Part D drug plans. The 2024 Medicare Open Enrollment period is you chance to get ahead of those changes....