Retirement Specialist With Over 40 Years Of Retirement Planning Experience

Category: Financial Education

Selecting beneficiaries for retirement benefits is different from choosing beneficiaries for other assets such as life insurance. With retirement benefits, you need to know the impact of income tax and estate tax laws in order…

READ MORE >

Throughout your career, retirement planning will likely be one of the most important components of your overall financial plan. Whether you have just graduated and taken your first job, or are starting a family, enjoying…

READ MORE >

Planning your retirement income is like putting together a puzzle with many different pieces. One of the first steps in the process is to identify all potential income sources and estimate how much you can…

READ MORE >

Women often face special challenges when planning for retirement. For example, if they are the primary caregivers in their families, their careers may be interrupted to care for children or elderly parents, which means they…

READ MORE >

More women are working and taking charge of their own retirement planning than ever before. What does retirement mean to you? Do you dream of traveling? Pursuing a hobby? Volunteering your time, or starting a…

READ MORE >

Taking Charge of Your Financial Future Women have more opportunities today to achieve financial success than ever before.Yet on their path to financial security, women often face obstacles that their male counterparts don’t. Let’s look…

READ MORE >

401K Questions To Ask When evaluating whether to initiate a rollover always be sure to (1) ask about possible surrender charges that may be imposed by your employer plan or new surrender charges that your…

READ MORE >

Assuming both options are available to you, there’s no right or wrong answer to this question. You need to weigh all of the factors and make a decision based on your own needs and priorities….

READ MORE >

Researchers in the field of behavioral finance study how personal emotions and other cognitive factors can influence financial decision-making. What they’ve discovered is that people don’t always make wise choices when it comes to their…

READ MORE >

Life insurance could play an important role in your wealth-preservation strategy.Although many people allow their life insurance policies to lapse as they get older,there are good reasons to maintain coverage. The most obvious reason, of…

READ MORE >
1 2 3 4 »
Just Ask Freeman