Gifting vs. Inheritance: Which Is Better For My Beneficiaries?
If you know that you want to leave behind money or assets for your family members, is it better to give a gift while you are still living or an inheritance after death?
Retirement eNewsletter for June, 2021
When the Setting Every Community Up for Retirement Enhancement (SECURE) Act became law in 2019, it altered retirement plan contribution and distribution rules. There may be an encore...
6 Common Pre-Retirement Mistakes that Cost Dearly
Even with a good income, there are some big mistakes that can foul up your retirement. And the effects won’t be realized until it’s too late to make financial repairs...
Retirement eNewsletter for May, 2021
A new study from Hearts and Wallets, a research firm founded in 2010 to study American retirement saving and investing trends, hints that the dream of retiring in late middle age is alive and well, although...
The ABCs of Medicare: What Recent Retirees Need to Know About Their Coverage Options
You may be eligible for Medicare soon, but do you know the ins and outs of your coverage options? Here's a breakdown of Medicare Parts A, B, C & D.
Retirement eNewsletter for April, 2021
In March, the Internal Revenue Service announced that it was pushing the deadline for 2020 federal tax returns ahead to Monday, May 17. This extended due date does not apply to all individual taxpayers, though. For example, if you live in Texas, Oklahoma, or Louisiana...