When planning your retirement, it’s common to feel a bit lost when it comes to your healthcare coverage. After all, your health insurance has likely been provided by your employer throughout the course of your career, so now what?
Unfortunately, there is not a consistent standard and almost anyone can call themselves a financial advisor. This video will help you compare the common services, standards of care, and fee structures so you can determine the true cost of any financial advisor.
The divorce process can be challenging. Once the divorce decree is final, the last thing you may want to do is more paperwork. That’s why so many divorcees lose sight of the critical step of updating their will.
Custom indexing has gained attention as a potential game-changer for your personal investment strategy. But how do you know if custom indexing is a good strategy for you?
This is a common question when you’re ready to plan your retirement income. Many people want to start Social Security payments as soon as they’re eligible at age 62, but did you know that if you wait, your benefits increase 8% annually?
The fear of a market downturn often paralyzes retirees. But bear markets are a normal part of investing. The key to a successful retirement isn’t avoiding them, but being prepared for them.
Losing a loved one is a deeply personal and difficult experience. During this challenging time, financial security may be the furthest thing from your mind. However, Social Security survivor benefits can offer some much-needed stability as you navigate this new normal.
Few things turn a retirement plan upside down more than a divorce. You may be worried you will have to abandon your retirement plan if your 401K is divided in a divorce, and you very well may be right.
Are you tired of getting surprised with a large tax bill every year because of your stock-based compensation? You’re not alone. Busy executives like you juggle a million things, and tax planning often gets pushed to the back burner.
Are you worried about your aging parents? Maybe they’re facing health challenges, or you’ve heard unsettling stories from friends. You know you need to talk with them about their plans for the future, but where do you begin?
Feeling unsure about exercising your company stock options? Financial Advisor Matt Witter discusses the critical factors impacting this decision, including tax implications, timing strategies, and more.
If you’re planning for retirement, chances are you’ve reviewed your estimated Social Security payments. But have you done the math to see if your payments will be subject to income tax?