Lifelong Learners: Set Up a 529 Plan for Yourself
Whether you think of yourself as an old dog or spring chicken in retirement is up to you. E [...]
March 2019
If You Have an IRA Don’t Forget About This Important Deadline
Most people know that April 15th is Tax Day, but they may not know that it is also the dead [...]
How to Use Your HSA After You Turn 65
Do you have a Health Savings Account (HSA)? If so, you should note that the rules regarding [...]
Don’t Let Market Volatility Ruin Your Retirement
Now that you’re nearing retirement, the term “market volatility” might stir up different fe [...]
Did You Make a Qualified Charitable Distribution this Year?
Did you make an IRA charitable distribution this year? If so, you’ll want to report it on y [...]
The Rising Cost of Healthcare in Retirement
We know life is like a box of chocolates – but what about retirement? Do you really know wh [...]
Are You Thinking About Buying a Second Home?
A home is one of the most significant purchases you’ve made in your lifetime, so you should [...]
Have a Retirement Account? Be Prepared for Your RMDs!
If you’ve contributed to a 401(k) or IRA, you should prepare a strategy for your RMDs (Requ [...]