Required minimum distributions (RMDs) are not well understood, and we would like to clear up some confusion about them. First of all, they cannot be automated, so you are responsible...
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In order to start to understand how Medicare works, it’s helpful to have a bit of background. Both the Medicare and Medicaid programs were signed into law in 1965 by…
It’s Women’s History Month! Let’s go over why financial planning is important for women. While there’s little doubt women have taken major strides professionally and socially over even the past…
National Annuity Awareness Month is upon us! Let’s go over how annuities can be an important part of a retirement plan. June is National Annuity Awareness Month, giving us the…
Budgeting can help you achieve your goals faster. Once you realize that budgeting can help you achieve the goals you’ve set out for yourself, you may find the process inspiring….
Sticking to a budget, saving money where you can and spending wisely are all aspects of living a richer life — but investing is also an essential part of the…
Because June is Annuity Awareness Month, here is an overview about them. Annuity product designs and types continue to evolve, primarily to meet the demands of people nearing retirement. In…
