How To Make a Retirement Budget: View Spending From the Top Down and Bottom Up
Some individuals have excellent records and can project what they will need. Many cannot. Here are two methods for gauging what your spending needs might be in retirement.
What is Your Life Expectancy?
The major components to life expectancy are genetics and lifestyle.
Understanding Your Annuity Payout Options
The maturity of the annuity at age 85 may actually be a gift to annuity owners to further contemplate their exit strategy of this tax-deferred investment.
What You Need to Know about Tax Loss Harvesting
It’s best to approach tax-loss harvesting cautiously and keep your broader financial plan in mind when making any tax planning decisions.
Converting Paper U.S. Savings Bonds to Electronic Format
Converting your paper savings bonds to an electronic format allows you to access their current rate and value, which is especially important as you plan for retirement.
Is Your Adviser Worthy of Your Trust?
It’s not enough to connect with your financial adviser. Use these 10 questions to find a financial adviser you can trust with your finances.
Investment Strategy
Should you sell when the stock market is high or buy more? We’ll help you plan an investment strategy on this edition of Project Wealth.
How To Title Your Cars To Limit Liability
Understanding how your assets are titled is a major tool to protect your wealth.
Planning Estates with IRAs
People think that naming heirs in a will is enough. We’ll explain why adding them as beneficiaries on an IRA account is important on this edition of Project Wealth.
Three Key Assumptions To Make in Financial Planning
When comparing results between retirement projections make sure you understand the assumptions of each plan.
The One IRA Mistake That Could Cost Your Family Thousands
Each financial institution has a unique default beneficiary sequence.
