Observations, insights, and happenings
The ABC’s (and “D”) of Medicare
For most Americans in their early 60's the thought of Medicare begins to creep into their consciousness. Generally at age 65 a person may qualify for Medicare coverage. According to the Kaiser Family Foundation there were 61.2 million Medicare beneficiaries by year...
Leaving An Employer? What To Do With Your Old 401(k)
Regardless of whether you’re voluntarily making a job/career change or if you’ve been laid off, the task of deciding what to do about the 401(k) you’re leaving behind is likely not high on your priority list. However, addressing this issue is an incredibly important...
9 Retirement Planning Mistakes You Can Easily Avoid
Much has been written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, there are also some classic financial missteps that plague retirees. Calling them “mistakes” may be a bit...
From Kim and Kanye to Melinda and Bill Gates. Basic Steps They (And You) Should Take To Protect Oneself Financially During A Divorce
In February 2021, Kim Kardashian and musician turned fashion designer/shoe mogul Kanye West announced they were getting a divorce. In May 2021 after nearly 30 years of marriage, one of the world's wealthiest couples, Melinda and Bill Gates also announced they were...
Want to MAXIMIZE Your Retirement Savings? A Mega Backdoor Roth IRA Conversion Could Be The Solution.
Reaching retirement is exciting, but having sufficient funds to really enjoy life during retirement cannot be overstated. You may have heard of a backdoor Roth IRA, but for those looking to maximize their withdrawals in retirement, a MEGA backdoor Roth IRA may be...
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