retire or work

Will You Be Able To Retire? Saving Yourself!

Will You have Enough Money To Retire? Brief History Lesson: The term “retirement” came to be recognized when the Social Security Act of 1935 allowed people to collect a tax […]

Continue reading

Avoid Huge Penalties! Know the Required Minimum Distributions from IRA’s

How to Avoid a HUGE Penalty from Missing the Required Minimum Distributions (RMD) from IRA. Failure to withdraw an RMD by the deadline results in one of the most onerous […]

Continue reading
financial planning

Safeguard Your Health! Use Life Insurance for Long Term Care.

New Use for Life Insurance Read this post carefully if you or your parent has assets they want to pass on to their kids. Most senior citizens consider buying long-term-care […]

Continue reading

Simplistic Strategy for Seniors Gifting (QCD) to Charity!

This is for those of you and your parents that are at least 70 1/2 years old. You should know about something called a Qualified Charitable Distribution, also known as […]

Continue reading