_ Money Matters Retirement Taking a 401(k) Loan Can Be a Smart Move By Sondra Forsyth article Most financial planners say borrowing from your 401(k) is a bad idea, period. I disagree. Borrowing from your 401(k) plan … Read More→
_ Money Matters SECURE 2.0 Act Lets Retirees Defer Taxes on Retirement Plan Money Longer By Jane Farrell article A retirement crisis looms. Americans arenΓÇÖt saving enough, and the aging of the population may require trimming Social Security benefits … Read More→
_ Money Matters An Income Annuity with a Time Limit Can Be a Great Solution By Jane Farrell article Immediate income annuities with a lifetime payout are popular for a good reason. By providing immediate monthly income thatΓÇÖs guaranteed … Read More→
_ Retirement Use these 7 killer strategies to never run out of money in retirement By Jane Farrell article Are you concerned that you will run out of money in retirement? It’s a real issue, given that people live … Read More→
_ Retirement New IRS Rule Lets Early Retirees Take More Money from Plans By Jane Farrell article Fixed-annuity guarantees more income for penalty-free early withdrawals from retirement plans. Post-pandemic, more people want to tap their retirement plans … Read More→
_ Be Your Own Best Advisor: Learn These 6 Fundamentals for Wealth Management By Jane Farrell article There is no shortage of information someone can find on the internet, and thatΓÇÖs part of the problem for people … Read More→
_ Retirement Has COVID Clouded Your Retirement Picture? 3 Tips to Plan Clearly By Jane Farrell article Some people planning for retirement may do most of the right things in terms of saving and investing. But they … Read More→
_ Retirement Want Or Need To Retire Early? Tips On How To Pay For It By Jane Farrell article Delaying retirement has become common for many Americans, either because they saved too little or they just want to continue … Read More→
_ Annuities Offer Powerful Tax Advantages Plus Some Avoidable Pitfalls By Jane Farrell article Annuities are designed to build wealth and income for your retirement through tax deferral. Interest earned in a deferred annuity … Read More→
_ Retirement Stressing Over Your Retirement Plan? 5 Ways To Boost Savings, Reduce Anxiety By Sondra Forsyth article Many Americans have long stressed over their finances, and the COVID-19 pandemic has increased that anxiety, a survey shows. Well … Read More→
_ Money Matters Creating Holidays with Meaning: Tips to Spend Less, Enjoy More in the COVID Era By Sondra Forsyth article Among predictions for the 2020 holiday season, the pandemic is expected to set new records for e-commerce while straining delivery … Read More→
_ Tax Time During Coronavirus: What Retirees Need to Know By Sondra Forsyth article Retirement and the effects of aging come with a lot of changes, but at least one thing remains constant. Every … Read More→
_ Money Matters A Year-End Checkup for Long-Term Financial Success in 2020 and Beyond By Sondra Forsyth article As 2019 wraps up and 2020 approaches, itΓÇÖs a great time to make sure your savings and investments are aligned … Read More→
_ Deferred AnnuitiesΓÇÖ Flexibility Provides Powerful Tax Advantages By Sondra Forsyth article Deferred annuities offer powerful tax advantages. While annuity tax rules arenΓÇÖt too complex, understanding them and naming beneficiaries properly assures … Read More→
_ Money Matters Spring Savings Tips to Plant a Prosperous Future By Sondra Forsyth article Two-thirds of Americans are limiting their spending each month, and among those 36 percent are doing it to save more … Read More→
_ Money Matters Cut Your Taxes in 2019 and Beyond By Sondra Forsyth article January is a good time to reassess your financial situation, including taxes. The first step is to estimate your 2018 … Read More→
_ Four Big Retirement Threats and How to Protect Yourself By Sondra Forsyth article Four big expenses can wreak havoc with your retirement. Here are our big expenses to consider and how to best … Read More→
_ Money Matters 4 Life Changes That Warrant An Investment Tune-up By Jane Farrell article If youΓÇÖre 45 to 65 and are going through some serious changes in your life, you should be thinking about … Read More→