Divorce and Spousal Benefits

Divorce and Spousal Benefits

DIVORCED? YOU MAY WANT TO INVESTIGATE SPOUSAL BENEFITS. If you weren’t the top wage earner in your marriage, or your job was raising the children, then Social Security’s spousal benefit could prove advantageous. It provides the lower-earning spouse with 50 percent of...
Best States for Retirement

Best States for Retirement

THE ENVELOPE PLEASE… Every year, Kiplinger’s publishes a list of the best and worst states for retirees. It makes perfect sense that my parents live in one of the best… and I live in  one of the worst! The publication considers the share of each state’s...
Required Minimum Distributions

Required Minimum Distributions

AS YOU APPROACH THREE SCORE YEARS AND TEN, DON’T FORGET ABOUT REQUIRED MINIMUM DISTRIBUTIONS. Upon the occasion of his 70th birthday party, Mark Twain (a.k.a. Samuel Clemens) commented, “We have no permanent habits until we are forty. Then they begin to harden,...

Maximize Your 401k Through Retirement Planning

Maximize Your 401k Through Retirement Planning All of your financial decisions affect your retirement. Plan for retirement—use your company’s retirement program to maximize your retirement income. Understand what’s going on in the market today with...
IRA Rollover & Company Stock

IRA Rollover & Company Stock

Be Careful Doing An IRA Rollover With Company Stock, You May Increase Your Taxes It’s not always a good idea to rollover company stock from a 401(k) plan to an IRA. In fact, doing so might mean you pay more in taxes to Uncle Sam than necessary. If company stock...
3 Mindful Money Habits for Young Investors

3 Mindful Money Habits for Young Investors

Mindful Money For Millennials Habits grow into skills over time. With physical fitness or learning to play an instrument, the habit of short & simple practices early on can take root and may eventually become lifelong health and musical mastery (if you stick with...

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