Heading into your retirement years brings a slew of new topics to grapple with, and one of the most maddening may be Medicare.
Read MoreMany of us may perceive trusts as a complex subject better left to our attorney. However, a trust is simply a contract initiated by a grantor who agrees to transfer assets to a beneficiary, who then receives the assets as stipulated in the trust contract.
Read MoreBefore your first visit, most financial professionals will ask you to pull together a lot of paperwork. They'll want to see tax returns, retirement account statements, Social Security benefit statements and so on.
Read MoreHas living in a recreational vehicle been your dream sometimes? It may not be too late. Now that you have retired, you can have location flexibility and time to enjoy nature and enjoy life to the fullest.
Read MoreRead MoreWe are pleased to enclose this article generously contributed by a guest writer - Jackie Waters. For more information about Jackie, please see her bio below.
For years Department of Labor (DOL) regulated the quality of financial advice rendered regarding retirement accounts under The Employee Retirement Income Security Act of 1974 or “ERISA”. What changes could be coming for this rule?
Read MoreIn general, the economic data has not been bad of late – but nothing to get particularly excited about, either, so what holds for 2017?
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