Retirement Planning
How Can I Find Out If I Qualify for Discounted Health Insurance?
Social Security may be your largest or one of your largest assets. How you manage it, by deciding which benefits to collect and when, can make an absolutely huge difference to your lifetime benefits. And those with the highest past covered earnings have the most to gain from maximizing their Social Security.
ABCs of RMDs
For the 2.1 million baby boomers who will turn 70 throughout 2016, the Internal Revenue Service (IRS) will require individuals to start pulling Required Minimum Distributions (RMD) from their retirement plans.
The Consequence of Not Updating Beneficiary Designations
While it may seem like a small detail, it is always important to update the beneficiary designations on financial documents from time to time. There are real and serious consequences for not updating the beneficiary information on financial documents.
Parents With Memory Problems
It is always hard to watch our loved ones age so much to the point that they begin to become forgetful of almost everything. For those with aging parents, it might be in your best interest to ask them if they have Durable Power of Attorney (DPOA) document.
6 Strategies for Social Security Benefits
Earlier this fall the Bipartisan Budget Act of 2015 was passed. There are still strategies that can allow you to maximize Social Security benefits. The first four apply to anyone and the last two strategies only apply to married couples.
Two Big Ways To Enrich Your 401(k)
The most expensive colleges are now over $65,000 per year. At the same time, student loan debt is over $1 trillion and escalating right along with the cost of college. Student loans, however, are not the only way families can borrow to help pay for college. The following is an overview of the 8 common types of loans used in education funding, followed by a bit of guidance to help you understand which loan(s) might be best for you and your child. 2015 Guide To FAFSA, CSS Profile, College Financial Aid And Expected Family Contribution (EFC)
Social Security Survivor Benefit Coordination
The most expensive colleges are now over $65,000 per year. At the same time, student loan debt is over $1 trillion and escalating right along with the cost of college. Student loans, however, are not the only way families can borrow to help pay for college. The following is an overview of the 8 common types of loans used in education funding, followed by a bit of guidance to help you understand which loan(s) might be best for you and your child. 2015 Guide To FAFSA, CSS Profile, College Financial Aid And Expected Family Contribution (EFC)
When You Should Flee Your 401(k)
The most expensive colleges are now over $65,000 per year. At the same time, student loan debt is over $1 trillion and escalating right along with the cost of college. Student loans, however, are not the only way families can borrow to help pay for college. The following is an overview of the 8 common types of loans used in education funding, followed by a bit of guidance to help you understand which loan(s) might be best for you and your child. 2015 Guide To FAFSA, CSS Profile, College Financial Aid And Expected Family Contribution (EFC)
Why The New Retirement Involves Working Past 65
The most expensive colleges are now over $65,000 per year. At the same time, student loan debt is over $1 trillion and escalating right along with the cost of college. Student loans, however, are not the only way families can borrow to help pay for college. The following is an overview of the 8 common types of loans used in education funding, followed by a bit of guidance to help you understand which loan(s) might be best for you and your child. 2015 Guide To FAFSA, CSS Profile, College Financial Aid And Expected Family Contribution (EFC)
5 Vital Questions To Ask Before Retirement
Retirement is one of the biggest life changes you ever make. Think through all the smaller changes also likely to happen to you. Be prepared before the big day comes.
What is next? You spent your entire adult life working. Now it’s time to move from your job into retirement. Better first define what “retirement” means to you.
