What you should know about naming an IRA beneficiary. Can your IRA be put directly into a trust? In short, no. Individual retirement accounts (IRAs) cannot be put directly into a…
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Most people just invest for the future. You have a chance to do more. Across the country, people are saving for that “someday” called retirement. Someday, their careers will end. Someday,…
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What steps might help you sustain and grow your retirement savings? “What is your greatest retirement fear?” If you ask any group of retirees and pre-retirees this question, “outliving my money”…
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Should you arrange automatic distributions from your retirement or investment accounts? Some retirees wish they could simplify money management. Estimating investment income, annual retirement plan distributions, and quarterly taxes can be…
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Staying healthy could save you some money. How healthy a retirement do you think you will have? If you can stay active as a senior and curb or avoid certain habits,…
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Are you prepared for the possibility – and expense – of eldercare? Do you have an extra $33,000 to $100,000 to spare this year? How about next year, and the year…
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The answer: a very important one. A good professional provides important guidance and insight through the years. While the value of such a relationship is hard to quantify, the intangible benefits may…
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The right moves for every age. Have you ever mapped out your financial timeline? If you’re like many Americans, it may have been more difficult than anticipated. One of the most…
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The hows and whys of charity in America. According to Giving USA 2018, Americans gave an estimated $410.02 billion to charity in 2017. That’s the first time that the amount has…
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Summer is short and the big day for college Freshman is fast approaching. Are you prepared? First gear: It is going to be rough watching your baby walk out the door and…