March 23, 2017

5 Times an Annuity Makes Sense for Retirement

March 23, 2017March 30, 2018Financial Planning For Women

Jeff Rose explains “how to decide whether an annuity should be a part of your retirement plan.”1. You want guaranteed income for life.2. You hope to secure guaranteed income for a spouse.3. You want a low-risk portfolio above all else.4. You want to create your own pension.5. You want to protect your retirement assets from…

Three Ways to Protect Your 401(k) If Trump Kills the Fiduciary Rule

March 23, 2017March 30, 2018Financial Planning For Women

“A new move by President Donald Trump may mean higher costs for individual investors and retirement plans, especially 401(k)s offered by small businesses. The good news, though, is that you can protect yourself against his order, which delays and reconsiders the so-called fiduciary rule, if you ask the right questions.”“Brokers often get incentives to steer clients into…

Debt Collection help from the Consumer Financial Protection Bureau (CFPB)

March 23, 2017March 30, 2018Financial Planning For Women

“In the United States today, debt collection is a $13.7 billion dollar industry with more than 6,000 debt collection firms operating in the United States. The CFPB estimates that about one in three consumers, more than 70 million people, were contacted by a creditor or collector seeking to collect a debt within the past year.…

How to select a continuing care retirement community

March 23, 2017March 30, 2018Financial Planning For Women

“By combining independent living with a continuum of care, CCRCs offer a viable solution for older adults who are healthy today but seek the peace of mind of having care services readily available in the future.” While this blog post is written for financial advisers, it provides an excellent over view of CCRCs to help…

Hidden benefit of saving more

March 23, 2017March 30, 2018Financial Planning For Women

Workers who increase their savings will not only have more money in retirement, but when you save more, you also spend less! This means you won’t need as much money to maintain your current level of living when you retire. So ratchet up your retirement investing by 1% today and each subsequent year. Nerd’s Eye…

Feed the Pig’s Tips Help Millenials Save

March 23, 2017March 30, 2018Financial Planning For Women

Feed the Pig, a public service campaign sponsored by the American Institute of CPAs and the Ad Council, encourages Americans ages 25 to 34 to take control of personal finances. Free resources, financial tips and daily social posts help millennials save and budget regularly and wisely. http://www.feedthepig.org/ Source: Financial Planning for Women

M	T	W	T	F	S	S
		1	2	3	4	5
6	7	8	9	10	11	12
13	14	15	16	17	18	19
20	21	22	23	24	25	26
27	28	29	30	31