Latest From the Blog
Forever Home
Retirees Spend a Lot of Time and Money to Buy Their ‘Forever Home.’ Then They Sell It. It doesn’t take long for people to discover that what’s perfect now is far from perfect before too long. And it costs them.
Picking a Medicare Plan
Upon turning the age of 65, most Americans have three options for health insurance: (1) Medicare, (2) Medicare plus supplemental coverage for medical expenses not covered by Medicare, and (3) Medicare Advantage which is a variety of managed-care plans.
The Dos and Don'ts of Buying or Selling a Home
At the beginning of the pandemic, I made several predictions. I have been wrong about every one. None of my predictions were more wrong than on the real estate market.
Most Common Mistakes In Doing IRA Rollovers
With the ongoing pandemic, greater numbers of people are either retiring or changing jobs. Many of these people in flux are making rollovers from their 401(k)s to their own individual retirement accounts.
Some Distribution Strategies From Retirement Accounts
Over a dozen options exist for withdrawing retirement funds. Many of these options have a common goal of being sure your retirement funds don’t “expire” before you do.