May 24, 2021 | Retirement
Remember, early planning puts time on your side Whether retirement is around the corner or decades away, there are more options than ever to help you plan for it. Let’s look at Individual Retirement Accounts (IRAs) and 401(k) plans, which offer tax benefits that can...
May 14, 2021 | Retirement
Unless you have accumulated substantial wealth where money is not a concern, you face a critical task when you reach retirement to make sure that your assets will support you through your lifetime. When you retire and no longer earn an income to pay for your bills and...
May 7, 2021 | Investing, Retirement
Only one-in-four Americans (27%) feel very confident that they will have enough money to live comfortably when they retire, according to the 2020 Retirement Confidence Survey Summary Report.11 While the number is up slightly from the 2018 survey (23%), it underscores...
Apr 6, 2021 | Financial Article, Financial Planning, Planned Giving, Retirement
Have you ever considered Qualified Charitable Distributions? Do you have an I.R.A.? As you enter your 70s, you may start to look at that I.R.A. not only as an asset, but also as a problem. By law, you must take required minimum distributions (R.M.D.s) from a...
Feb 3, 2021 | Financial Planning, Retirement, Thoughts from TVAMP, Women
You Can Fall in Love with Your Future Through Financial Planning In honor of Valentine’s Day, it’s a good time to fall in love with your future. This means looking at your finances, debts, and assets and developing a plan to maximize your quality of life in the years...
