Retirement Specialist With Over 40 Years Of Retirement Planning Experience

Year: 2021

Medicare premiums, deductibles, and coinsurance amounts change annually. Here’s a look at some of the costs that will apply in 2021 if you’re enrolled in Original Medicare Part A and Part B. Medicare Part B…

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Many IRA and retirement plan limits are indexed for inflation each year. While some of the limits remain unchanged for 2021, other key numbers have increased. IRA contribution limits The maximum amount you can contribute…

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If you own a home, you may be wealthier than you think. The equity in your home could be one of your largest assets, especially if your mortgage has been paid down over the years…

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Caring for your aging parents is something you hope you can handle when the time comes, but it’s the last thing you want to think about. Whether the time is now or somewhere down the…

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You know how important it is to plan for your retirement income, but where do you begin? One of your first steps should be to estimate how much income you’ll need to fund your retirement….

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When you determine how much income you’ll need in retirement, you may base your projection on the type of lifestyle you plan to have and when you want to retire. However, as you grow closer…

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In general, yes, a 403(b) plan for teachers is a good place to begin your retirement planning. Also known as a tax-sheltered annuity, a 403(b) plan is an employer-sponsored plan designed for employees of specific…

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It’s a YES! Yes. Unless you absolutely cannot afford to set aside any dollars whatsoever, you should contribute to your employer’s 401(k) plan. A 401(k) plan is one of the most powerful tools you can…

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Whether you’re a veteran or just starting out in the military, planning and preparing your estate is of vital importance. Why is estate planning so critical? Because, at your death, you leave behind the people…

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You will need to think about the disposition of your assets at your death and any tax implications. Statistically speaking, women live longer than men. So if you are married, you’ll also probably have the…

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