How to Plan a $25,000 Dream Vacation
If you had a $25,000 budget to spend on a trip, where would you go? This story highlights the power of early financial planning and thoughtful travel decisions. From cruises to safaris and city tours, see how a $2,000 Roth IRA gift turned into the trip of a lifetime.
Missing Your 401(k) Match? Check Your Statement Today
Don’t leave free money on the table! Learn the most common matching formulas, how to check your statements, and find out the steps to recover any missing contributions.
How Do I Take Distributions in Retirement
If you’re among the millions preparing to leave the workforce, you’ve likely spent decades building your nest egg. Learn how to take retirement distributions with confidence, types of accounts, tax strategy, and common mistakes to avoid.
When Should Adult Children Step In And Help Their Parents?
When Betty drove through a flower shop window at 79, her children knew something had to change, but did they go about it the right way? Navigating conversations with aging parents about driving, living arrangements, and accepting help is one of the most delicate challenges adult children face. Here’s how to approach those conversations with love, respect, and a plan.
How to Lower Medicare Premiums in Retirement
Retiring soon? You could be overpaying thousands on your Medicare premiums without even realizing it. Avoid unnecessary IRMAA surcharges after retirement with this cost-saving strategy. Learn how to file SSA-44
Can Ruth Retire At 62?
At 62, Ruth was exhausted, working two jobs while grieving her late husband. Through compassionate questioning and expert analysis, see how her new financial advisor uncovered financial possibilities her previous advisor had overlooked.