If you have more than one retirement account, such as a 401(k) at work and a personal individual retirement account (IRA), it’s essential to coordinate investment strategies across all your holdings. Without coordination, you may duplicate your holdings and not take full advantage of the opportunity...
In addition to retirement accounts, you may have a taxable investment portfolio at a brokerage firm or with a mutual fund and will want to review your holdings in all such accounts. This enables you to put investments in the appropriate accounts depending on tax considerations and other factors. If...
While most people receive Social Security, a secure financial retirement depends on also having significant savings in a retirement account. Typically, these savings must last nearly 25 years (assuming the average age for retirement is 63, and the average life expectancy for someone who reaches that...
If you’re considering buying a life insurance policy with a LTC benefit, make sure you talk with a trusted financial advisor about what portion of the premium would potentially be tax deductible. The higher deduction limits for 2021 will give some individual taxpayers the possibility to include up...
The amount of money saved in retirement accounts depends not only on what you contribute during your work life (and how well those investments did), but on your investment returns after you retire. The amount of money in retirement accounts depends not only on what you contribute during your work...
Most people don’t carry Long-Term Care (LTC) insurance because it’s traditionally been expensive and hard to unders… https://t.co/PN5ClIeWuC
64% of Americans aren’t prepared for retirement — and 48% don’t care. Are you prepared for retirement? Take our h… https://t.co/bLNCM3ENSw
While the election played a big role in how to position your investment portfolio, the COVID-19 vaccine will probab… https://t.co/3t9lu4feNs
The U.S. economy is improving after the destruction caused by the COVID-19 pandemic. To learn more about the positi… https://t.co/Umo3OybEY7
Join attorney and financial advisor David Hollander and Eric Neufeld from The Pacific Financial Group on Thursday,… https://t.co/unQPBNeksj
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