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retirement

8 Things You Must Know About Retiring to the Carolinas
retirement

8 Things You Must Know About Retiring to the Carolinas

From the mountains to the beaches, North Carolina and South Carolina offer retirees plenty of incentives.
August 14, 2020
Veterans with Children Get Second Chance for Extra $500 Stimulus Check
Coronavirus and Your Money

Veterans with Children Get Second Chance for Extra $500 Stimulus Check

The IRS set a new deadline for VA benefit recipients who didn't get an extra stimulus check payment for dependent children.
August 14, 2020
Social Security Recipients Get More Time to Request Extra $500 Stimulus Check
Coronavirus and Your Money

Social Security Recipients Get More Time to Request Extra $500 Stimulus Check

The IRS is reopening the registration period for seniors who didn't receive the additional payment for dependent children earlier this year.
August 14, 2020
An Advocate for End-of-Life Care
Caregiving

An Advocate for End-of-Life Care

Without a health care proxy, your written instructions for future medical care may not be carried out if you become incapacitated.
August 14, 2020
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Land a New Job With an Ageless Resume
Making Your Money Last

Land a New Job With an Ageless Resume

Build a resume that focuses on your skills and experience, not your age.
August 13, 2020

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Get the Most from a Zoom Meeting with Your Financial Adviser
retirement planning

Get the Most from a Zoom Meeting with Your Financial Adviser

Done right, virtual financial planning meetings can be just as productive (or even more so!) than in-person ones.
August 11, 2020
What a Payroll Tax Cut Would Mean for You
Tax Breaks

What a Payroll Tax Cut Would Mean for You

If Congress can't pass another stimulus bill, President Trump says he will initiate a payroll tax cut by executive order. How much would that save you…
August 8, 2020
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Drawing Down Retirement Savings in a Pandemic
Coronavirus and Your Money

Drawing Down Retirement Savings in a Pandemic

Tapping the right accounts at the right time matters. Knowing how much a retiree can spend each year without running out of savings in old age is even…
August 7, 2020
Not All 401(k)s Are Alike: SDBAs Come with More Control
401(k)s

Not All 401(k)s Are Alike: SDBAs Come with More Control

More employers are offering 401(k) self-directed brokerage accounts, and if you’re a hands-on, motivated investor, they could be for you.
August 7, 2020
12 Cheapest Small Towns in America 2020
real estate

12 Cheapest Small Towns in America 2020

Affordable small towns aren't necessarily the best places to live for everyone, but each cheap small town on our list has its charms.
August 6, 2020
Shrink Your RMDs in 2021 and Beyond
annuities

Shrink Your RMDs in 2021 and Beyond

QLACs are a special type of annuity that lets you cut RMDs from your IRAs next year and beyond, reduce the taxes you pay and guarantee more lifetime …
August 6, 2020
Planning for Retirement in the New Normal of Covid-19
retirement planning

Planning for Retirement in the New Normal of Covid-19

Here are four ways we all need to adapt to keep our financial plans on track as the nation grapples with the coronavirus pandemic.
August 6, 2020
20 Dividend Stocks to Fund 20 Years of Retirement
dividend stocks

20 Dividend Stocks to Fund 20 Years of Retirement

Each of these high-quality dividend stocks yields roughly 4%, and you can expect them to grow their payouts even more. That's a powerful 1-2 combo for…
August 5, 2020
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Calculating Taxes on Social Security Benefits
social security

Calculating Taxes on Social Security Benefits

Uncle Sam can tax up to 85% of your Social Security benefits if you have other sources of income, such as earnings from work or withdrawals from tax-d…
August 4, 2020
Who Can Still Do a Stretch IRA after the SECURE Act: Explaining the Exceptions to the Rule
IRAs

Who Can Still Do a Stretch IRA after the SECURE Act: Explaining the Exceptions to the Rule

Many beneficiaries who inherit IRAs lost a major tax break recently, but five types of people still qualify for this “stretch IRA” benefit. Are you am…
August 3, 2020
7 Surprisingly Valuable Assets for a Happy Retirement
happy retirement

7 Surprisingly Valuable Assets for a Happy Retirement

If you want a long and fulfilling retirement, you need more than money. Here are the most valuable retirement assets to have (besides money), and how …
August 3, 2020
Turning 60 in 2020? Expect Lower Social Security Benefits
Coronavirus and Your Money

Turning 60 in 2020? Expect Lower Social Security Benefits

When you file for Social Security, the amount you receive may be lower.
July 30, 2020
6 Money-Smart Ways to Spend Your Stimulus Check
Tax Breaks

6 Money-Smart Ways to Spend Your Stimulus Check

If you don't have to use your stimulus check for basic necessities, consider putting the money to work for you. You'll thank yourself later.
July 30, 2020
The Joys of Being Retired
Empty Nesters

The Joys of Being Retired

More freedom, being able to give back, and time to deepen relationships are common themes in your e-mails.
July 30, 2020
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Get Your Retirement Plan Back on Track
Making Your Money Last

Get Your Retirement Plan Back on Track

Whether the damage to your savings was self-inflicted or unavoidable, we’ll help you revive your retirement plan.
July 30, 2020
These 2 Words Could Send Your Retirement Money to the Wrong Beneficiary
estate planning

These 2 Words Could Send Your Retirement Money to the Wrong Beneficiary

"Per stirpes" vs. "per capita." Making the wrong choice could cause an estate planning disaster.
July 30, 2020
Post-COVID Savings and Protection Strategies to Implement Now
retirement planning

Post-COVID Savings and Protection Strategies to Implement Now

Ongoing market volatility and economic strain caused by the pandemic are derailing many retirement strategies, but there are steps you can take to sho…
July 30, 2020
Hidden Costs of Roth IRA Conversions
Roth IRAs

Hidden Costs of Roth IRA Conversions

Yes, Roth IRAs are pretty great, but they can come with some potentially costly complications.
July 29, 2020
The (Only) 3 Reasons You Should Have an Irrevocable Trust
estate planning

The (Only) 3 Reasons You Should Have an Irrevocable Trust

Should you really agree to give up control of your assets? There are some good reasons to get this type of trust, but there are some major drawbacks a…
July 27, 2020
14 Reasons You Might Go Broke in Retirement
retirement

14 Reasons You Might Go Broke in Retirement

Consider all the ways you may run out of money in retirement -- and the steps you can take to avoid that fate.
July 24, 2020