As people move through different stages of life, there are new financial opportunities — and potential pitfalls — around every corner. Have you made any of these mistakes?
Even when most of a married couple’s retirement assets reside in different accounts, it’s still possible to craft a unified retirement strategy. To make it work, open communication and teamwork are especially important when it comes to saving and investing for retirement.
Often, tax-qualified retirement accounts such as IRAs make up a significant part of one’s estate. Naming beneficiaries of an IRA can be an important part of an estate plan. One option is designating a trust as the IRA beneficiary.
Getting married is an exciting time for a couple. However, along with this excitement comes many challenges. One such challenge is how to manage your finances together.
No matter what your age or stage of life, targeting a goal for monthly retirement income can seem like a daunting task. We provide four considerations to help you get started.
It may sound like a daunting and emotionally draining task, but downsizing could be a savvy financial move, especially if you haven’t reached your retirement savings goals.