How to Manage Withdrawals Throughout Retirement

COVID-19 is changing the way business is conducted, resulting in economic fallout, and stock market declines in many parts of the world. However, here in the U.S.

As you get older, the question of when to collect Social Security retirement benefits will likely come to mind, particularly true if you plan to retire early. In a perfect world, there would be one age that would be ideal.

The coronavirus pandemic has motivated financial professionals to take full advantage of technology . Many of them are pairing various tech solutions with their unique human touch to help clients improve their financial well-being.

Some of us share a common experience. You’re driving along when a police cruiser pulls up behind you with its lights flashing. You pull over, the officer gets out, and your heart drops. “Are you aware the registration on your car has expired?

October is the Financial planning month and a great time to meet with your financial professional to ask questions, review policy and portfolio performance, and make decisions that keep you on track with your goals.

Socializing is critical for mental health, and people who associate with others live longer. Research also concludes that isolation can often lead to loneliness, depression, and other health problems.

If you are not contributing to your health savings account (HSA), you miss out on a great way to save for health care expenses now and during retirement . HSAs allow you to save money tax-free through payroll deduction.

If you're self-employed or own a small business, you've probably considered establishing a retirement plan.

As 2020 comes to an end, more and more Americans are contemplating their decision to retire. Others are tapping their retirement savings, while some save more due to the economic fallout and impacts of COVID-19.

End Of Year $ Moves It’s that time of year again; close to the end! As we enter the last quarter of the year, remember these money moves that you still have time to make: Add to Your 401K.

Americans are starting to see the impact of increasing prices at the supermarket and the start of inflation. Also, clothing at retail stores is depleting as manufacturing has halted, creating demand for products ordinarily accessible.

Experiencing the death of a loved one and what can financially happen if not appropriately planned for is an unfortunate reality for many. Not having protection through insurance and legal documents can turn a tragic situation into a financial crisis.

COVID-19 has changed the deadline for 2019 tax filings and retirement account contributions to July 15th, 2020. The tax filing deadline change is part of the CARES Act (Coronavirus Aid, Relief, and Economic Security Act) stimulus package for tax payors.

If you are working from home and receiving a paycheck during this pandemic, consider yourself lucky despite your confinement to one place.

The CARES Act (The Coronavirus Aid, Relief, and Economic Security Act) became law on March 27 th , 2020, and contains significant legislation for Required Minimum Distributions (RMD) for those over age 70 ½ who have already started RMD.

Spring is the season when high school seniors and their families find out if their awards package at their chosen college or university is enough-or not. A happy time can become stressful when financial aid and award letters arrive with evident shortfalls.

Not everyone experiences a life-changing event in their lifetime, one that impacts them for better or worse. As we continue to experience the pandemic, we are witnesses to our own experiences.

Today’s women are more educated and have more significant job opportunities compared to previous generations.

With coronavirus (COVID-19) all around us, investors may be wondering how their investments will fare as this ‘global pandemic’ spreads. Is COVID-19 capable of moving markets? We know it is and came at a time when the economy was already stressing.

ABOUT TRUST AND ESTATE SERVICES IN LAS VEGAS When creating a financial plan for the future it is very important in my opinion to also plan for the unexpected.