by Kenny | Mar 30, 2023 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Answers to frequently asked questions about your retirement benefits Social Security provides benefits to more than 66 million people, and those monthly payments have an enormous impact on older Americans’ financial health. According to Census Bureau data: • Social...
by Kenny | Mar 24, 2023 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
The first question you need to ask yourself is, what are your financial goals? An annuity may be a good option if you are looking for stability in retirement. There are 13 types of annuities, each with its pros and cons. Reasons why an annuity makes a good investment... by Kenny | Mar 18, 2023 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
KEY POINTS This holiday season, it may be possible to lower your taxes while supporting your favorite charity, experts say. If you itemize deductions, consider donating profitable investments or selling losing assets before gifting the cash proceeds. Donors age 70½ or... by Kenny | Mar 12, 2023 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Are emotional health and personal fulfillment part of your retirement portfolio? Retiring successfully requires careful planning to ensure financial and physical health, but what about other important aspects of retirement, such as emotional health and personal...
by Kenny | Mar 3, 2023 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
If you have a dream destination in mind, careful planning and a willing boss could help you make the move ahead of schedule Rob Nehrbas was winding up his career as an executive at an Arizona-based laser device company he’d sold to a bigger competitor when he realized...
by Kenny | Feb 23, 2023 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Tax changes, RMD rules, Social Security COLA and more will affect older Americans’ finances You might have heard about big changes coming to retirement finance due to Secure 2.0, a package of provisions included in the massive spending bill enacted by Congress and...
