Now Is the Time To Talk to a Financial Advisor About What These New Rules Mean for You Update Your Financial Plan Now The post Terry Savage, Richard Eisenberg and Pam Krueger Explain the New Retirement Law That Just Passed appeared first on Resources | Wealthramp.
In more than 30 years of researching, writing, and advising about retirement and retirement planning I’ve learned that a key to a successful retirement is an open, inquisitive mind. That’s because almost everything about retirement finances changes over time. I could fill a book with only the changes to both income taxes and estate taxes […]
Retirement should be a time of relaxation, reflection checking off items on your bucket list and just enjoying life in general. But with the current economic uncertainty, celebrating one’s golden years is not as straightforward as it used to be. As a result, more and more retirees are having to confront the realities of a […]
Joanna McIsaac-Kierklo in Dublin Many retirees, freed from their work obligations and looking for adventure, dream of living overseas. Edward Kierklo and Joanna McIsaac-Kierklo don’t dream. They just do. In May 2021, the couple, feeling trapped by the pandemic in their sleepy town in the Sierra Foothills east of San Francisco, decided to break out […]
The economy expanded smartly in the years before the Great Recession, just as it did before the COVID downturn. But the two recessions were markedly different, with opposite effects on when older workers signed up for Social Security, a new study finds. In 2008, the stock market slid nearly 40 percent. Older Americans with retirement […]
The baby boomers are aging, and many are looking forward to the retirement years they have worked hard for. Unfortunately, however, their plans for retirement are being disrupted by a volatile stock market and increasing inflation. These retirees are being locked into low-interest bonds, annuities, and other investments that do not keep up with inflation. […]
Retirement is a time of new beginnings and fresh starts. It’s a time to do the things you’ve always wanted to do, and to finally relax and enjoy life! However, it’s important to remember that retirement is also a major adjustment – especially in the first few months. In this article, we will discuss what […]
Wendy – Hey, Boomer No alarm clock jarring me out of sleep. As I roll over, my cat is waiting for me to wake up. She wants her breakfast. The sun is starting to peak out, and the day is supposed to be beautiful. I am a morning person, and I slide into my slippers, […]
Medicare Advantage or traditional Medicare with supplemental insurance: which should you choose? A compelling reason so many 65-year-olds are flocking to Medicare Advantage insurance policies is that they tend to have significantly lower premiums than enrolling directly in traditional Medicare. Retirees are also inundated with advertisements on television, online and in the mail urging them […]
On Thursday, I put my ballot in a nearby drop box. Fortunately, there weren’t any Right-wing election deniers with guns standing nearby as has been reported in some areas of the country. It’s really important for people to vote in the upcoming election. Right-wing fanatics are on the ballot in every state including running for […]
