Retirement Specialist With Over 40 Years Of Retirement Planning Experience

Category: Financial Education

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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Being named as the executor of a friend’s or family member’s estate is generally an honor. It means that person has been chosen to handle the financial affairs of the deceased individual and is trusted…

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If you receive a distribution from a qualified retirement plan such as a 401(k), you need to consider whether to pay taxes now or to roll over the account to another tax-deferred plan. A correctly…

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Many Americans realize the importance of saving for retirement, but knowing exactly how much they need to save is another issue altogether. With all the information available about retirement, it is sometimes difficult to decipher…

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In 2018, Internet retail sales rose by more than 14% over 2017, while brick-and-mortar sales increased by less than 4%. About $514 billion in goods and services were purchased in cyberspace throughout the year. Even…

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Daily life is full of numbers, and some matter more than others. Here are four financial numbers that could help you understand and potentially improve your financial situation. 1. Retirement Plan Contribution Rate What percentage of…

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Normally, it’s recent college graduates or young professionals that complain about the burden of student debt. However, the number of consumers age 60 and older with student loan debt quadrupled from 2005 to 2015 (see…

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