
What Questions Keep Pre-Retirees Awake at Night?
It’s essential to be sure that both spouses are comfortable with the finances and how decisions on investing and retirement have been made.
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It’s essential to be sure that both spouses are comfortable with the finances and how decisions on investing and retirement have been made.
Many companies are hurting because of the economic turmoil from the coronavirus, and if you’re 50 and older, and your employer needs to cut costs, they may be looking at cutting you from the payroll.
If you are turning 60 in 2020, the pandemic could do more than interrupt your party plans. It could also lower the amount you’ll receive when you file for Social Security.
What Is an Eligible Designated Beneficiary?
There are many ways to implement a successful retirement strategy. One of them is to carefully map out a sensible financial plan and then stick to it through thick and thin. Another is just to wing it, using your intuition and gut feelings, and hope for the best.
What may have seemed like something to take care of ‘one day,’ has turned into a basic necessity that makes it essential and necessary for you to encourage your clients to act now.
U.S. has been making it easier for people to access long-term savings for emergencies, trading future financial security to stay afloat.
External events that cause reflection are good reminders to update estate planning documents.
If you’re leaning toward choosing guaranteed lifetime income by remaining in the plan instead of taking the lump-sum offer, be sure you have confidence in your employer’s long-term viability.
My 401(k) has dropped $31,000 in three weeks. Should I borrow some now to prevent bigger losses?
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