“Estate planning and long-term care are two aspects of retirement that can take on more importance for older singles.” For seniors who are single and childless, a lack of a ...
“High taxes and cost of living make these states undesirable for retirees, according to Bankrate.com.”A state’s taxes and cost of living are the most critical factors when deciding where to ...
“Driven mostly by employers’ desire to reduce their long-term liability exposure, pension plans have become increasingly rare.” It was common to get a pension when you worked for a company ...
“The president’s plan aims to reduce “regulatory barriers” to MEPs. It also seeks a review of RMDs.” President Trump signed an executive order, instructing the Labor Department to relax rules ...
“The National Institute for Retirement Security examines the retirement account balances, or lack thereof, for all working-age individuals.” Can you believe that the “typical working American” doesn’t have any retirement ...
Delaying Social Security to age 65 or later could end up costing you more money in taxes than it provides in bigger checks. Behind every retirement plan built around Social ...
“Though retirement can be an exciting milestone to look forward to, for many older Americans, the thought of leaving the workforce is overwhelmingly stressful.” A big part of the stress ...
“Countless questions arise as you’re planning for retirement. How much do you need to save? Could you be saving more? When do you plan to retire? Can you actually retire ...
“The one reason not to delay taking Social Security.” Waiting to take Social Security retirement benefits is generally a wise decision. For many seniors, it could increase their monthly payouts ...
The idea behind Roth IRAs sounds almost too good to be true – pay taxes on contributions now, while your tax bracket may be lower, and avoid taxes on capital ...
“ 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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