How to Manage Withdrawals Throughout Retirement

When you marry or simply share a household with someone, your life changes—and your approach to managing your money may change as well. The good news is it’s usually not so difficult.

Investment firms have a client service feature that may be a benefit to certain investors. They will ask you whether you would like to provide the name and information of a trusted contact.

The Internal Revenue Service estimates that taxpayers and businesses spend 8.1 billion hours a year complying with tax-filing requirements.

Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family ends up on a first-name basis with the nurse at urgent care. Then, as you’re driving to work, you see smoke coming from under your hood.

Some people approach buying a car like they approach marriage, “‘til death do us part.” Others prefer to keep their options open, trading in every few years for the latest make and model, the most cutting-edge technology, or the highest horsepower.

The city of Detroit emerged from bankruptcy in 2014. Still, its previous inability to pay investors left some questioning their long-held assumption about the relative safety of municipal bonds.

In March 2020, about 804,398 new businesses had been created in the preceding year. 1 All individuals pursuing the dream of exercising their entrepreneurial muscles, will face the same question, “Which business structure should I adopt?

Ancient Chinese merchants were said to have developed a unique way to manage their risk. They would divide their shipments among several different vessels.

This generation got no destination to hold... We are volunteers of America” “ Volunteers ” by Jefferson Airplane Those of a certain age will recall these Jefferson Airplane lyrics as a call to action, though for a different period and place. Even with the pass

Having a hobby or participating in a regular activity done purely for enjoyment can provide many benefits. Among the most notable is that hobbies can lead to better health and a more full-filled life.

Portfolio cash accounts are typically kept for reinvesting opportunities or other events such as Required Minimum Distributions (RMDs).

With a new president and administration, now is a great time to meet with your financial professional to discuss how our new president, Joe Biden, may affect your finances, taxes, and retirement . Given the balance of the U.S.

The Social Security Administration has again approved a cost-of-living adjustment (COLA) for Social Security benefits starting in January 2021. The increase of 1.

2020 has been a year unlike any during our lifetimes with the COVID-19 pandemic and a poor economy. Many have been impacted with lay-offs and job losses and realize they were unprepared financially.

As we enter a new year, many are hopeful that 2021 will be positively different from 2020 in health, the environment, and the economy.

“If the current annual inflation rate is only 2.3 percent, 1 why do my bills seem like they're 10 percent higher than last year?

2021 is a great time to focus on your retirement savings! Thanks to the power of compound interest, the more you save this upcoming year, the better off you will be later.

With the election over, investors may be wondering about market volatility as we enter 2021. Regardless of politics, short-term stock market results can vary depending on factors, including gridlock in the House and Senate , and a newly elected future Presiden

COVID-19 has changed everything from our jobs to school learning and shopping and how we plan for retirement.

2020 has been unlike any other thanks to the COVID-19 pandemic, our strange stock market, and social unrest leading up to the Nov. 3rd Presidential Election.