The SECURE Act changed the rules for distributing assets from an inherited IRA upon the death of an IRA owner. Here’s what you need to know… IRAs come with their…
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Retirement Hacks for Those in Their 60s
Retirement planning at any age can be complex. Still, there are certain steps to take when you’re in your 60s and beyond to make sure you’re ready to live those…
Paying Off Debt vs. Investing Your Money
The age-old dilemma; use your extra cash to invest or pay off existing debt. Either choice can make sense depending on your unique circumstances. Let’s delve a little deeper… Should…
Reverse Mortgages and Retirement Income Planning.
A reverse mortgage loan, like a traditional mortgage, allows homeowners to borrow money using their home as security for the loan. But is a reverse mortgage the right tool for retirement planning?…
4 Benefits of Hiring a Wealth Manager
What are some of the responsibilities wealth managers take on, in addition to trying to find good investments for clients? Here are just a few. Finances are a crucial part…
Does Divorce Affect Retirement?
When it comes to planning for retirement, divorce presents some unique challenges. Going through a divorce is emotionally challenging, but it doesn’t have to derail your financial future. By taking…