"Forbes" Articles
Weekend Reading: 8 Things You Need to Know About Taxes Once You Reach Age 65
Ask yourself: Are you checking all the possible boxes to maximize your tax efficiency? Or is it time to roll up your sleeves and do some work?
Weekend Reading: Congress Says You Can Delay IRA Distributions, But it’s a Tax Trap
While SECURE 2.0 allows for delayed RMDs, it may not be in your best interest.
Weekend Reading: This Number Predicts Your Quality of Life in Retirement
Your income and cholesterol level are important numbers that lend to living a long, happy retirement. However, another number that can impact your longevity is your zip code.
Weekend Reading: Index Universal Life Can Enhance Retirement Income
If you’re considering the addition of cash value life insurance into your retirement plan for accumulation, it’s important to understand the differences between whole life insurance and index universal life insurance (IUL).
Weekend Reading: Four Ways Indexed Universal Life Insurance Can Present Powerful Savings
If you’re looking for an alternate route to grow savings in the midst of investment volatility, indexed universal life insurance (IUL) is a powerful option.
Weekend Reading: Is Financial Planning As Good As Couples Therapy?
When you make aligning on money a priority with your partner, you’ll be surprised to find the positivity it brings to many other facets of your relationship, including one of the biggest areas: Communication.
Weekend Reading: Warning: Medicare Does Not Pay for Long-Term Care
This is the primary reason our team speaks to the families we meet with about the importance of long-term care. In addition to being costly without a plan in place, it also does not fall under your Medicare benefits.
Weekend Reading: What Taxes Will You Owe on Retirement Income?
While your taxes could be lower in retirement than your working years, the reality is, the more income you have, the more taxes you will owe. The first step to mitigating the amount of dollars that go to Uncle Sam is understanding what income is taxed and how.
Weekend Reading: Why Indexed Universal Life Insurance Might be New 401(k)
In today’s economic climate, finding ways to outpace inflation is key. This is why investors are beginning to leverage indexed universal life insurance (IUL) policies, which are comparable to whole life insurance.
Weekend Reading: Keep These Medicare Facts In Mind When Planning For Retirement
Medicare doesn’t need to be complicated; especially if you know the facts!
Weekend Reading: A Holocaust Survivor’s Financial Planning Advice
In his book, titled Man’s Search for Meaning, holocaust survivor and psychiatrist, Viktor Frankl, wrote: “Don’t aim at success — the more you aim at it and make it a target, the more you are going to miss it. For success, like happiness, cannot be pursued; it must ensue…”
Weekend Reading: Retirement Is One of Life’s Major Transitions — Maintaining Cognitive Health Can Make It Easier
Those who cultivate purpose from work or define themselves by their job can experience more difficulty when they are no longer in their day-to-day career. Not only can it take an emotional toll, but can lead to overall cognitive effects as well.