The Wealth Counselor this month discusses Settling an Estate by the Executor; Targeting a Monthly Retirement Income Goal; New Tax Law Deductions; Working and Social Security Retirement Benefits and the New Gift and Estate Tax Rules.
This issue of the Wealth Counselor deals with 2017 Federal Income Tax Filing Deadlines; Four Tips for Downsizing in Retirement; How 529 Plans for College Saving Compares to Roth IRAs; How does working affect Social Security retirement benefits; and How Government Pensions may affect Social Security Benefits.
This issue of The Wealth Counselor deals with How Much Risk Can You Take; Key Retirement and Tax Numbers for 2018; Baby Boomer Required Minimum Distributions (RMDs); Reflecting on your 2017 Financial Situation and Long-Term Care Options.
This month’s newsletter discusses the Concentration Risk of Company Stock; Ten Year-End Tax Tips for 2017; Financial Tips for Young Adults; How can families trim college costs and 2018 Financial Resolutions to Consider.
Topics in this month’s newsletter includes Women’s Pay Gap on Retirement; Medicare and Your Employer Health Plan; Life is for the Living, and So is Life Insurance; Donating Your Car to Charity and Tax Deductions; and Documentation Needed to Donate Used Property to Charity.
Topics in this month's newsletter include the Impact of Rising Interest Rates, The Health-Wealth Connection, Understanding Student Loan Debt, Tax Implications of Selling your Home, and What happens to your property if you die without a will.
This month’s newsletter discusses Smart Beta Investing, Tax Benefits of Homeownership, Pension Lump Sum Payouts, Deciding to Retire and Tips for Creating a Home Inventory.
This issue of The Wealth Counselor deals with 2016 Federal Income Tax Return information, Why Diversification is Important, Why a Life Insurance Claim May Be Denied, Preparing Financially for Severe Weather and Tips for Creating a Home Inventory.
The Wealth Counselor this month discusses Balanced Funds which seeks growth and stability; Growth and Value for investment strategies; Caring for your Aging Parents’ Finances; Using Technology to Manage your Money and information on Matured U.S. Savings Bonds.
Topics in this month's newsletter include Catch-Up Contributions for your 401(k) or IRA, Year-End Tax Tips, Smart and Effective Charitable Donations, Medicare Changes during Open Enrollment and Medical Coverage for Early Retirement.
This month’s newsletter discusses The Human Side of Investing, Calculating Social Security Benefits, Preparing to Retire in a Volatile Market, the new Cutting-Edge Employee Benefits and Paying off Student Loans vs. Contributing to Workplace 401(k).
The Wealth Counselor this month deals with Life Insurance Options after Retirement, Common Financial Beliefs and Realities, Unclaimed Property, Financial Firsts with Starting College and College Financial Offerings.
Topics in this month's newsletter include 401(k) Rollover Pitfalls to Avoid; What to Consider Nearing Retirement; Grandparents and Grandchildren Learning Together; IRA Charitable Contributions and a Charity as Beneficiary of an IRA.
This issue of The Wealth Counselor deals with Assessing Portfolio Performance; Reaching a Million Dollars; What's New in the World of Higher Education; College Financial Aid Myths vs. Facts and the Federal Funds Rate.
This month's newsletter discusses How a Military Buyback May Increase your Pension Payout; Performing a Retirement Plan Annual Checkup; Tips for Going Back to College at Any Age and Phased Retirement Options for Private and Federal Employees.