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Decluttering the Muddle of Multiple Retirement Accounts
Decluttering the Muddle of Multiple Retirement Accounts Streamlining and consolidating multiple old retirement accounts can help you organize your
How Much Can You Withdraw During Retirement?
How Much Can You Withdraw During Retirement? The magic number for retirement is 4%. If you calculate that portion
Younger Generations Can Help Older Ones With Estate Planning
Younger Generations Can Help Older Ones With Estate Planning How do you approach a conversation with your parents about
IRS Extends a Roth Catch-Up Requirement
IRS Extends a Roth Catch-Up Requirement As the Wall Street Journal pithily summarizes it, “Higher earners age 50 and up will
How To Contest a Will
How To Contest a Will When you hear about wills being contested, you may initially think of famous families
Not Your Grandparent’s Assisted Living Any Longer
Not Your Grandparent’s Assisted Living Any Longer Even if you or a loved one are not enthusiastic about a
QCDs: Tax-Free Gifts to Charity
QCDs: Tax-Free Gifts to Charity If you have an IRA, you are required to take out a certain amount
Refinance When Interest Rates Are on the Rise?
Refinance When Interest Rates Are on the Rise? Homeowners refinance their mortgage loans for several reasons, but most do
Allocating Assets by Life Stage
Allocating Assets by Life Stage When allocating assets, the age of the investor is a key factor — although
Are Your Children and Investments Above Average?
Are Your Children and Investments Above Average? In the fictional town of Lake Wobegon, all the children are above
What Doesn’t Your Credit Score Take Into Account?
What Doesn’t Your Credit Score Take Into Account? FICO credit scores range from 300 to 850, with most lenders
Garage Sales: Clean Life, Clean Finances
Garage Sales: Clean Life, Clean Finances Garage sales can be ubiquitous in some communities, as a driveway is suddenly
Deciding When To Take Social Security Benefits
Deciding When To Take Social Security Benefits How does the Social Security system work, and how do you decide
A New Look at SECURE Act 2.0 Issues
A New Look at SECURE Act 2.0 Issues The SECURE Act 2.0 has a new provision that speaks to
Do You Embrace Risk or Reject It?
Do You Embrace Risk or Reject It? Risk tolerance is a mix of psychological factors and individual balance sheets.
Let Your Home Equity Fund Your Retirement
Let Your Home Equity Fund Your Retirement Strapped for cash? You might be able to liquify some of your
Betting on Red or Black in Global Financial Markets
Betting on Red or Black in Global Financial Markets Those who support “risk on” at a particular moment are
Do You Know Your Debt-to-Income Ratio?
Do You Know Your Debt-to-Income Ratio? Applying for a mortgage? Your debt-to-income ratio is a key number. Lenders care
Why Are There So Many Credit Scores?
Why Are There So Many Credit Scores? Most lenders today rely on your FICO credit score to determine whether
How To Not Outlive Your Money
How To Not Outlive Your Money An annuity normally provides a yearlong or lifetime stream of income, akin to
