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“`html Who Will Inherit? Without children, the responsibility of managing your estate falls on your surviving spouse. Simplify this challenging time with a comprehensive estate plan. A will, the cornerstone of your estate plan, directs the distribution of your assets…
“`html Understanding the Rule of 55 The Rule of 55 is an IRS provision that allows certain workers to access their 401(k) savings without incurring a penalty after age 55. To qualify, you must leave or lose your job during…
“`html Reflecting on Your Financial Picture Taking a moment to really reflect on your full financial picture can give you newfound insight on how well you’re managing money now. Plus, it can inspire you and leave you with clarity on…
“`html What Is Investing? Investing involves purchasing assets with the aim of generating income through appreciation over time. By investing your money, you can achieve financial goals and build wealth. However, if you’re new to investing, it can be daunting…
“`html The 70% Rule for Retirement Explained The 70% rule for retirement savings can help you estimate the amount of income you may need in retirement. It suggests that you’ll need 70% of your pre-retirement, post-tax income to retire comfortably.…
“`html Understanding IRAs and Annuities for Retirement Planning Annuities and individual retirement accounts (IRAs) are both vehicles for generating income in retirement, but they each offer a different set of potential benefits. IRAs are tax-advantaged accounts that let you save…
