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MutualFunds

Wealth Transfer: How to Avoid the Complications

Wealth Transfer Problems Help your descendants help themselves by learning about these common wealth transfer problems. Money can make even the closest family relationships turn ugly. Anticipating the emotional issues attached to wealth transfer can help you avoid them altogether or deal with them more efficiently if they do arise. Sudden wealth syndrome Coming into a large amount of money … [Read More...]

Retirement2

Retirement Income: Estimating your Needs

Retirement Income Life is full of unanswerable questions, like knowing exactly how much you will need to live comfortably during retirement. Although this number can be difficult to determine, the following article highlights some useful strategies and tools to get you a step closer to finding a dollar amount that will help you feel confident in your retirement plan. Retirement Age The first … [Read More...]

Bonds

Retirement Needs: Top 10 Ways to Save for Retirement

1. Know Your Retirement Needs Retirement is expensive. Experts estimate that you’ll need about 70 percent of your pre-retirement income (90 percent or more for lower earners) to maintain your standard of living when you stop working. 2.Find Out About Your Social Security Benefits Social Security pays the average retiree about 40 percent of pre-retirement earnings. Call the Social Security … [Read More...]

Extra4

Social Security Overview

Social Security Social Security is a federal program that provides financial support to U.S. citizens who are retired or disabled. Run by the Social Security Administration (SSA), the program’s technical name is Old Age, Survivors and Disability Insurance. It was created under the Social Security Act (1935) during the Great Depression when the majority of retirees were living in poverty. The goal … [Read More...]

MedicareAdvantage

Retirement Saving: Start Saving Today for Retirement

Retirement Saving and Planning For Retirement While You Are Still Young Retirement may seem abstract and far in the future at this stage in your life. However, preparing now for retirement is crucial, and the sooner you get started the better. The biggest advantage to starting young is time. If you put $1,000 into an IRA each year from age 20 to age 30 (11 years), and the account earns 7 … [Read More...]