“Here are five things you should be doing for success, as you enter the retirement red zone.” Investopedia’s recent article, “5 Things to Do 10 Years from Retirement,” explains that ...
“It is no surprise to us that people would want to retire in Florida.” A recent report by WalletHub ranks Florida as the best place to retire in terms of ...
“After years of hard work, you are certainly entitled to a happy retirement. You may have already started daydreaming about it, at least a little. Will you travel the world, ...
In its recent article, CNBC found that for almost half of Americans, retiring with a nest egg is a fantasy, not a plan. Approximately 42% of Americans have less than ...
“Low-income adults’ concerns have receded from post-recession highs.” A recent Gallup poll found that 51% of pre-retirement American adults age 50 to 64 are very concerned about the Social Security ...
“Aging creates unique circumstances for those with health savings accounts (HSA). Generally, the impact of approaching age 65 is to limit the ability to contribute to your HSA.” While hitting ...
“Here are five investments that cannot be used inside IRAs and other retirement plans.” Traditional and Roth IRAs aren’t limited to the narrow selection of investments that are typically offered ...
“Part of the value of developing a plan is the process that requires you to consider and answer crucial questions.” Everyone should have a written retirement plan. It doesn’t have ...
“It is estimated that the Baby Boomer generation is entering retirement at a rate of approximately 10,000 people per day. That is a startling figure.”Some Boomers are prepared for retirement, ...
“Claiming Social Security is a life or death matter” Take some extra time to consider claiming your Social Security benefits at age 62. “Your life might depend on your decision,” ...
“ 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.”
"*" indicates required fields
© 2024 copyrights Van Dyck Law Group. All Rights Reserved.
