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The process of creating an estate plan is filled with emotion-laden decisions. It’s centered on life-and-death issues with personal property and financial assets mixed in.
Giving to others, whether it’s with money, resources, time, services, or assets, may truly help make the world a little bit better for ourselves and future generations. For every reason you may think of to give, there’s probably a charity with a matching need. Perhaps there’s an organization that you want to help reach its… View Article
The Roth versus traditional IRA debate has been around since 1998. Which one is better for you? Of course the answer depends on many factors, but the kind of IRA you choose can have an important effect on your long-term savings. Thus, it helps to understand the differences between the two. First, there are income… View Article
Professor Rick Plum made an interesting comment on our program a little while back. He said that when people are projected to receive a certain amount on their Social Security check, the amount they’re expecting may not be the amount they actually receive. This is partly because of the Medicare premium that will be deducted… View Article
Large ups and downs in the stock market can be scary for a new retiree. When volatility reigns, those who depend on their portfolios for support through their retirement years can start to feel queasy.
You may have seen the many different retirement plans that are out there, along with their associated IRS code sections, but how do you determine which plan is best suited for you?
Most advice on saving for retirement that’s put out by bloggers, columnists, and journalists centers around the concept of asset allocation. They all tell you that you can best reach your retirement goals by placing your funds into different categories, dividing them up based upon age, risk tolerance, or projected retirement date.