Retirement Savings Tips for 55 to 64 Year Olds
If you're 55 to 65, here's a few great retirement savings tips. Plus, important information about college financial aid forms for your children or grandchildren. https://www.investopedia.com/retirement/top-retirement-savings-tips-55-to-64-year-olds/
15 Key Provision Changes That Affect Retirement Accounts
President Biden signed the 2023 Omnibus Appropriations package on December 23, 2022. Included in this funding bill for federal government operations was the SECURE 2.0 Act. The new version of the 2019 SECURE Act has key implications for retirement plans and outcomes....
6 Types of Insurance for Retirement
Here's a wonderful article talking more about why these various types of insurance are so important for retirement: https://www.newretirement.com/retirement/types-of-insurance-for-retirement/
The Effects of Longevity on Your Retirement Money
For more about how your longevity can impact your retirement fund, here's a great article worth reading. https://www.cnbc.com/2023/01/16/longevity-can-have-a-greater-impact-on-retirement-money-than-inflation.html
A Little-Known Downside of Medicare Advantage Plans
Plans are limiting one type of coverage, and the federal government has taken notice. As seen in MoneyTalksNews By Chris Kissell, January 5, 2023 If you have a Medicare Advantage plan and require a brief stay at a nursing home or rehabilitation facility, you could be...
Local Financial Consultant Completes Advanced Training from America’s IRA Experts at Ed Slott and Company, LLC
FOR IMMEDIATE RELEASE October 31, 2022 Local Financial Consultant Completes Advanced Training from America’s IRA Experts at Ed Slott and Company, LLC Members of Ed Slott’s Elite IRA Advisor GroupSM Attend Semiannual Workshop on the Latest Retirement Account...