Archive for May 2019

Four Financial Questions to Ask in Retirement

Enjoying a comfortable retirement depends on how well you prepared ahead of time to support your desired lifestyle, and how well you keep a pulse on your financial well-being after you retire. You may need to check periodically to ensure you can continue to afford retirement and health-care needs, no matter how much planning you…

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The Cost of Healthcare and Elder Care in Retirement

When preparing for retirement, imagining the new lifestyle that awaits you can be exciting. From travel to family time to relaxation, a fulfilling retirement looks different to each individual. Preparing for the quality of life you desire goes beyond simply ensuring you can support your daily costs and fulfill your dreams. You should address two…

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Reasons to Revisit Your Life Insurance Policies

For most of your adult life, you may have had the protection of life insurance to help safeguard you and your family. But as your life changed, so did your family’s needs and financial goals. With every transition and milestone, you should take the time to reexamine your life insurance policy to make sure you…

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Why You Need to Name Your Beneficiaries

Life insurance and annuities can bring protection and retirement income that help people meet their financial needs and goals. When you buy these items, you get the opportunity to name beneficiaries who will receive distributions after you pass away.[i] This article provides insight into why you name beneficiaries and how that helps protect you and…

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Investment Challenges of the Affluent Investor

High net worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenets of investing apply just as equally to them as any other investor, but these investors need to be mindful of issues that typically arise only from substantial wealth. Let’s examine a few of these. Being Too…

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Avoiding Non-Spouse Beneficiary Mistakes in 5 Easy Steps

How can I avoid making costly mistakes when I inherit an IRA from a person who was not my spouse? Inheriting an IRA can be a financial windfall, but it’s important to understand the complex, specific rules that apply to non-spouse IRA beneficiaries to avoid critical errors. At first, don’t do anything! Especially, don’t take…

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