Browsing: Retirement

Johnny Cash said, “Success is having to worry about every damn thing in the world, except money.” Whether in life, work, or money, the word “success”…

As folks approach retirement, they often start mentioning their “bucket list” more frequently. The bucket list is generally an itemized agenda of experiences or achievements that…

Saving for retirement requires dedication and time. During those years of dedication, however, market movements will make significant jumps that you can then celebrate. And we’re…

It feels like everything costs more these days—and some homeowners are looking for ways to increase cash flow without invading retirement assets. One way to do…

I recently did a webinar on Medicare basics for over 600 consumers. During the Q&A session, I realized why Medicare is so confusing. The first question…

Defined benefit pensions are a reliable source of retirement income and remain extremely popular among workers today. Despite claims of their demise, DB pension plans are…

The Federal Deposit Insurance Corporation (FDIC) changed its deposit insurance coverage for some accounts effective April 1, 2024. The basic insurance limit of $250,000 per account…

The IRS recently announced that in 2024, for the fourth consecutive year, IRA beneficiaries don’t have to take the annual required minimum distributions (RMDs) described in…

My friend is going on a river cruise in October. She has already started her packing list because this trip is very special and she doesn’t…

Most people are confused about how much money they need to retire comfortably, and financial services firms often add to the confusion. Two recent surveys show…