6 Things Medicare Won't Cover By: Stacey Nickens Facing unexpected medical costs in retirement can be a significant financial challenge. With that in mind, it's important to understand the procedures and services that aren't covered by Medicare Part A or Part B. Part A is hospital insurance that covers impatient stays at hospitals and [...]
Selecting Beneficiaries for Retirement Accounts By: Stacey Nickens When you think of estate planning, you may think of wills, trusts, and powers of attorney. However, these documents don't determine who receives the assets held within your retirement accounts and insurance policies. To ensure those assets are passed to the correct people, you need to [...]
3 Types of Scams that Target Senior Citizens By: Stacey Nickens Scams harm people of all ages, but fraudsters especially target retirees or those close to retirement. The elderly are targeted by scammers for a number of reasons. First and foremost, older individuals tend to have more money. People who are 50 or older [...]
How Different Forms of Retirement Income Get Taxed By: Stacey Nickens If you have reached retirement, congratulations! It is so beautiful to have more time to explore your hobbies, spend time with loved ones, relax, and travel. However, I never want my retired clients to be bogged down by financial worries. A surprise tax [...]
Should I invest in mutual funds in retirement? By: Stacey Nickens Mutual funds are very common investment vehicles inside of pensions, 401(k)s, and other savings accounts. People often choose mutual funds because they allow individuals to invest in hundreds of companies at once, reducing their investment risks through diversification. However, as you move into [...]
Many of you may be familiar with the 4% Withdrawal Rule. According to this rule, you should try to withdraw no more than 4% of your retirement portfolio’s value each year. This withdrawal rate will theoretically allow the rest of your retirement savings to grow during the rest of the year. However, many of [...]
April 3, 2020 11:00 am ET By: Stacey Nickens Retirement Provisions in the CARES Act Retirement investors get some relief in the government’s stimulus bill to help alleviate financial strains from the coronavirus. The first quarter of 2020 has been a wild ride for individuals who own an individual retirement account (IRA) and/or workplace [...]
For prepared investors, market downturns can represent great opportunity Nearly everywhere you turn, from friends and colleagues to cable news shows, you can find someone with a strong opinion about the financial markets. People will often use specific terms such as correction or bear market to render judgments about the direction of markets, [...]
By: Akane Otani Feb 10 ,2020 Source: Wall Street Journal ESG investing is an investment strategy that seeks to consider both financial return and social, ethical/ environmental awareness. ESG stands for environmental, social, and governance. ETFs and mutual funds that market themselves as sustainable investments aren’t necessarily focused on companies that fight climate change, develop [...]
With the possibility of a trade war resolution, investors who have been keeping cash on the side lines may start jumping into the market. With over 10,000 mutual funds available, many investors still use this vehicle as their primary investment tool. You’ll keep more after-tax income if you avoid these three mistakes. 1. Judge a [...]
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