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Tips on How Not to Run Out of Money in Retirement
Worried you won’t have enough money to enjoy retirement? Here are some steps to minimize (or even avoid!) financial roadblocks in your later years.
Understanding & Avoiding Medicare Surcharges (IRMAA)
If you’ve never heard of IRMAA or are unaware of Medicare surcharges and how they work, you’re not alone! This post is here to help.
Reverse Mortgage Payment Plan Options
If you decide to take out a reverse mortgage, several payment plan options will be available to you.
Six Types of Insurance Everyone Needs
Insurance is the one thing nobody wants to pay for. Yet without proper coverage, you could be just one catastrophe away from serious financial implications.
Five Reasons a Financial Advisor Should Review Your Tax Return
Only have a CPA review your taxes? You could be missing out on opportunities to build long-term wealth.
How Social Security Spousal Benefits Work
If you’re currently married, divorced, or widowed, you may be entitled to Social Security benefits based on your partner’s (or ex’s) work record.
What is a Roth IRA and How to Open One
Find out how a Roth IRA works, how to open one, determine if it's a suitable investment for you, and much more.
What is a Traditional IRA and How to Open One
Find out how a traditional IRA works, how to open one, determine if it's a suitable investment for you, and much more.
Fixed Rate vs. ARM Mortgages: How to Choose?
Looking to take out a mortgage? You’ll first need to decide between a fixed-rate and adjustable-rate mortgage. Read this post to save some time in the process.