Get Your Finances in Order in 2021 By Rodney A. Brooks Monday, January 11 If ever there was a year that offered retirees the opportunity to get a gut check on their finances, this is it. For many people, their lives, finances and their spending habits were all changed in dramatically – and some say permanently – by the pandemic. In addition, there were changes in tax laws affecting retirees and retirement accounts. “Build a plan that plans for the worst.” [...]
4 last-minute smart financial gift ideas that go a lot further than cash It’s getting to be holiday gift-buying crunch time. Maybe you’ve procrastinated and need to find a curbside pickup deal. Maybe you shopped online early, but just received that dreadful email informing you that, sorry, it looks like your package may not arrive in time to make it under the tree. If by this late date you’re at a loss for what to give, consider purchasing an investment for your recipient [...]
Retire with Confidence using a Retirement Focused Independent Fiduciary and CFP® West Hartford, Connecticut – May 20, 2020 – Perhaps the biggest dread in retirement is that of a downturn and how it could influence retirement income. Be that as it may, working with an advisor who is a CFP® and fiduciary, can be a huge step in mitigating the effects of a recession. The ups and downs in the market can take a serious toll on the country’s economy, causing the news [...]
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Learn how how to take control and SECURE your 401(k) when leaving your job.
This Guide Will Cover: • Options for your 401(k) • What to do with company stock • CARES Act 401(k) and IRA provisions • Concerns if you’ve been laid off or furloughed • Social Security claiming strategies • Ways to minimize your taxes
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