MIND THE AGE GAP. Retirement decisions are always complex. But they can be doubly so when a big age gap between spouses means wide variations in retirement dates, life expectancy,…
Tag: retirement savings
Tax Exemptions for Charitable Giving
With the holidays nearing – as well as the end of the fiscal year – now is a great time to consider charitable giving. Not only can you directly impact…
Could This One Expense Ruin Your Retirement?
There are many unexpected expenses you’ll undoubtedly come across in your golden years. But this one in particular could be detrimental to your retirement years. Most people expect their spending…
Why You Should Never Delay Retirement Planning
Americans’ finances are being squeezed as inflation pushes up prices on things such as rent, groceries and gasoline. As a result, many are putting off saving for retirement. But the…
Understanding RMDs With CKS Summit Group
Congress allowed people to suspend taking required minimum distributions as part of COVID-19 relief, but since 2021, RMDs are back on. Here’s how to avoid aggressive penalties for taking out…
How To Stop Your Grown Kids Draining Your Retirement
Saving for retirement? You might want to have a look at how much you’re spending on your kids — not the little ones, but the adults. Many of us have…