Social Security in Retirement: Filing, Timing, & Strategies
Retirement is approaching, and it’s time to start thinking about income without a full-time job. One of the income sources that’ll provide a steady, predictable stream of monthly income: Social Security.
Building Your Retirement Plan in 4 E.A.S.I. Steps
When it comes to retirement planning, it can be difficult to know where to begin. Many people avoid retirement planning because they are afraid to see that they aren’t on track or are worried about making mistakes in the process. Fortunately, there’s hope - even for the novice investor or person who’s just not good with numbers.
Medical Tourism for Americans: A Financial Planner's Guide to Getting Care Abroad
More than 3 million Americans travel abroad for medical care each year. This guide covers who it actually makes sense for, which procedures travel well, what it costs, and how to find facilities you can trust.
Health Insurance After Death of A Spouse: Your Options, Deadlines, and Next Steps
Lost your spouse's health coverage? Learn your COBRA, Affordable Care Act (ACA) Marketplace aka Obamacare, CHIP, and Medicare options - and their deadlines.
What to Do With Life Insurance Money After Your Spouse Dies
You weren't expecting to be here. Nobody is.
At some point in the last few weeks or months, a check arrived — or a wire transfer, or a letter explaining that funds were on their way. A life insurance payout after your spouse died. Maybe it's more money than you've ever seen in one place. Maybe it feels surreal, because accepting it means accepting everything that came with it.
Nobody prepared you for this moment. And now everyone seems to have an opinion about what to do with life insurance money after a spouse dies.
Inherited IRA Rules for Spouses: Should You Roll It Over or Keep It?
Losing a spouse is an emotionally challenging experience. On top of grief, you have financial decisions to make. If you have inherited an IRA from your spouse, you have options to consider that can impact your financial future. Understanding when to opt for an inherited IRA versus rolling it into your own IRA can help you make the best decision for your circumstances while maximizing tax efficiency.