As part of the spending bill passed by Congress and signed by the President in December 2019, the Setting Every Community Up for Retirement Enhancement Act of 2019 (otherwise known ...
“Deciding to take benefits that early is only advantageous for limited situations, according to financial advisors.” If you’re getting ready to retire, you’re probably already thinking about when to claim ...
For 2019, the yearly maximum on Roth IRA contributions is $6,000, and if you are over 50 that’s increased to $7,000 with the possibility of an additional $1,000 per year ...
“Retirement is coming quicker than you think. Take these eight essential steps to achieve success.” How do know when you’ll be ready for retirement? The Center for Retirement Research at ...
“While most Americans haven’t saved enough for retirement—GOBankingRates reports that 42 percent of us have less than $10,000 saved and expect to retire “broke”—the future for freelancers looks especially bleak.” ...
“How do you choose where to retire?” People nearing or just beginning their retirement may have plenty of life experience under their belts, but many are enjoying at least one ...
“Are you considering working, while collecting Social Security as part of your retirement? Even if you’re thinking about occasionally working part-time, when it comes to working and earning Social Security, ...
“Waiting to take Social Security is a Janus-like dilemma. You’ll receive a higher benefit, but it will cost you if you need to withdraw money from your portfolio.” Forbes’ recent ...
“Your retirement could have an impact on your children, especially if you plan to move or are helping them financially.” Baby boomer parents need to add an item to their ...
“Retirement planning ranks low as a priority for many young people in the early stages of their careers.” For recent college graduates entering the workforce, priorities include bills, rent and ...
“ Fiona and her team made a complicated and potentially difficult process of planning for the inevitable an easy, pleasant and uncomplicated experience. Amazing!”
“ The staff was very professional, courteous, and responsive. The process of updating and restating our trusts was less arduous than anticipated. Every question was clearly explained and clarified and aimed at our level of understanding. This was an A+ service.”
“ Fiona is professional and highly knowledgeable, but what sets her apart is her ability to explain complex legal details in an easy to understand manner. She is friendly and patiently answered our many questions thoroughly. Her staff is equally friendly and responsive. And they accomplished all of this under virtual conditions! Very pleased with our experience.”
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