Are you counting down the days until you retire? We asked financial professionals Joe Anderson and Alan Clopine how to make the most of your money by planning for retirement. From life insurance to Roth IRA’s they discuss ways to keep more of the money you earn.
Two of the biggest concerns when considering a retirement income strategy are inflation and taxes. That’s because a large majority of the retirement assets owned by retirees are located in Qualified Accounts, like an IRA, 401(k), 403(b), etc. Watch the full episode, Protecting Your Retirement Income Make sure to subscribe to our channel for more...
How to create a conservative growth portfolio: Risk vs Return & Asset Allocation Watch the full episode, Protecting Your Retirement Income Make sure to subscribe to our channel for more helpful tips and the latest episodes of “Your Money, Your Wealth.”
The unfortunate truth is medical costs tend to increase as we get older. Medicare coverage is an important part of your plan for health care. There are four parts of Medicare and they typically start at age 65. It’s important to emphasize that Medicare does not include long-term care coverage. AARP did a study in...
There are times when people retire and realize they don’t have a sustainable retirement income plan. If that were to happen to you, here are some things to improve your plan: Carefully review expenses for cost savings Look for part-time work Consider downsizing your home Reverse mortgage or refinance your loan (for a lower payment)...
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