Taxing deadlines

Remember Retirement When You Change Jobs

WHEN YOU CHANGE JOBS You May Have an Important Decision to Make… What to do with your money in an employer-sponsored retirement plan, such as a 401(k) plan. Since these funds were originally intended to help provide financial security during retirement, you need to carefully evaluate which of the following options will best ensure that…
Read More

Dog Ready to Read

The 3 Sources Of Retirement Income

  What Are the Available Sources of Retirement Income? When you retire and your earning power ceases, you will have to depend on three primary sources for your retirement income:   Social Security According to the Social Security Administration, the average retired worker in 2015 receives an estimated $1,328 monthly benefit, about 40% of average…
Read More

Beware of the RMD crash

Understanding Required Minimum Distributions

The primary  goal of most retirees is to have adequate retirement money they will not outlive.  This goal could conflict withthe objective of the required minimum distribution rule which is to ensure that the entire value of a traditional IRA or employer-sponsored qualified retirement plan account will be distributed over the IRA retiree’s life expectancy. The big question is what happens…
Read More

sr on beach ocean

What Is Trust?

The word “trust” is applied to all types of relationships, both personal and business, to indicate that one person has confidence in another person. For our purposes, a trust is a legal device for the management of property. Through a trust, one person (the “grantor” or “trustor”) transfers the legal title to property to another…
Read More

financialLife

Free Download- Managing Your Financial Life

Taking control of your finances and your financial future can help you reach your desired destinations in life. You want to control your finances, not let them control you.  You can do this by creating a strong financial foundation upon which you then build or live a satisfying retirement. The Managing your Financial Life guide…
Read More