by Kenny | Mar 24, 2023 | Uncategorized
The first question you need to ask yourself is, what are your financial goals? An annuity may be a good option if you are looking for stability in retirement. There are 13 types of annuities, each with its pros and cons. Reasons why an annuity makes a good investment...
by Kenny | Mar 18, 2023 | Uncategorized
KEY POINTS This holiday season, it may be possible to lower your taxes while supporting your favorite charity, experts say. If you itemize deductions, consider donating profitable investments or selling losing assets before gifting the cash proceeds. Donors age 70½ or...
by Kenny | Mar 12, 2023 | Uncategorized
Are emotional health and personal fulfillment part of your retirement portfolio? Retiring successfully requires careful planning to ensure financial and physical health, but what about other important aspects of retirement, such as emotional health and personal...
by Kenny | Mar 3, 2023 | Uncategorized
If you have a dream destination in mind, careful planning and a willing boss could help you make the move ahead of schedule Rob Nehrbas was winding up his career as an executive at an Arizona-based laser device company he’d sold to a bigger competitor when he realized...
by Kenny | Feb 23, 2023 | Uncategorized
Tax changes, RMD rules, Social Security COLA and more will affect older Americans’ finances You might have heard about big changes coming to retirement finance due to Secure 2.0, a package of provisions included in the massive spending bill enacted by Congress and...
by Kenny | Feb 16, 2023 | Uncategorized
KEY POINTS Longevity can have a greater impact on how long retirement money lasts than today’s record high inflation, according to a new report. Surya Kolluri, head of the TIAA Institute, recommends a three-pronged approach to savings combining Social Security...
