Finding the right gift for kids and grandkids isn’t always easy. Toys break, trends change, and clothes are quickly outgrown. That’s why more families are considering financial gifts that last far longer.
How to Choose the “Right” Financial Advisor for You
Choosing the right financial advisor is about more than investments — it’s about trust, expertise, and a strong relationship. Learn how to evaluate credentials, fiduciary responsibility, and personal fit so you can feel confident your financial future is in the right hands.
Smart Retirement Moves – Effective Tax-Strategies for Retirees
Effective tax planning is essential for those approaching or already in retirement, as numerous tax pitfalls can erode wealth if not carefully managed.
The 529 Plan to Roth IRA Rollover: What Grandparents Should Know – Forbes
For families saving money for college, 529 savings plans are important tools. If you’re a grandparent, you’re likely eager to contribute to a 529 for your grandchild, but what happens to the remaining funds after your grandchild completes their education?
Looking for Something to Do in Retirement? Consider Volunteering
Volunteering is a powerful way to make a difference in your community while reaping numerous personal benefits. Engaging in volunteer work not only enhances the lives of those you are helping but also has profound effects on your own mental and emotional well-being. Let's explore the multifaceted benefits of volunteering, types of volunteer activities, tips on how to get involved, and personal stories that illustrate the transformative power of giving back.
Top Financial Planning Challenges In the First 10 Years of Retirement
Retirement marks a significant and exciting milestone in a person’s life. However, the transition can also present various financial planning challenges, particularly in the first 10 years.
3 Common Money Mistakes Retirees Make
If you’re like most retirees, you’ve worked hard for decades, diligently saving and planning for your ideal retirement. Now that you’ve officially reached your golden years, though, the planning shouldn’t stop.
Are You Prepared for a Market Correction
Financial markets are subject to fluctuations, and while we can’t predict when a market correction will occur, preparing for it is crucial to shield your investments and stay on track with your retirement goals.
What You Need to Know About Medicare
Medicare plays a crucial role in the healthcare plans of many U.S. retirees. Without a clear understanding of how the system works, you could face costly mistakes.
Don’t Miss Out: 5 Financial Moves to Make Before Year’s End
Take the time to prepare before the end of 2024 (it’ll be here before we know it!) by considering these five end-of-year financial actions to cover all your bases.