What is it? In today’s corporate environment, where cost cutting, restructuring, and downsizing are the norm, many employers are offering their employees early retirement packages. As you near retirement age, you may find yourself confronted with an offer from your employer for early retirement. Your employer may refer to the offer as a golden handshake […]
Due to the coronavirus tax filing extension, there’s still time to make a regular IRA contribution for 2019. You have until your tax return due date (not including extensions) to contribute up to $6,000 for 2019 ($7,000 if you were age 50 or older on December 31, 2019). For most taxpayers, the contribution deadline for […]
Today’s fasted pace world can make it difficult to keep track of all your financial information. You might want to know your current mortgage balance and when it will be paid off. Or your Net Worth and what retirement cash flows it is projected to generate. There are many important questions I help wealth builders answer with […]
Many aspects of Medicare are misunderstood. Skipping enrollment for those planning to work past age 65 could be costly even if currently covered by an employer plan. This article covers several mistakes everyone will want to avoid.
If you are fortunate enough to be in good health you can use that to your advantage and potentially lower your healthcare cost.
Retirement presents its own unique set of challenges but there are a few things you can decide early on to set your own tone which may lead to a happier and more fulfilling experience.