Year: 2023

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…

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…

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…

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…

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…

When it comes to estate planning, women have unique concerns. The fact is that women live an average of 5.8 years longer than men.* That’s important because it means there’s a greater chance that you…

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…

The Rule of 72 is a simple rule that you can use to estimate how long it will take for your money to double. For example, if you have $5,000 today, how long will it…

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…

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….