Is It Important for Physicians to Have an Estate Plan?
March 28, 2022
Given their salaries and the chances of getting sued, physicians should strongly consider estate planning early in their careers.
Should I Withdraw more than RMD?
February 16, 2022
Sometimes only taking the minimum IRA distribution can be a costly mistake. When deciding how much to withdraw this year, you need to consider the big picture. For some people, it makes sense to go big.
Will Moving to a New State Impact My Estate Planning?
February 4, 2022
However, if you are retired and no longer generating employment income, you should make sure you weigh the financial implications of any potential move.
How Can I Rescue My Retirement?
December 6, 2021
A 2019 survey by Global Atlantic Financial Group, which sells annuities, asked more than 4,000 Americans, pre-retirees and retirees, about their retirement savings. Of those surveyed, 55% said they had regrets. The top three were that they: Did not save enough. Relied too much on Social Security. Did not pay down debt before retiring. However,…