Most of us may have little choice about when we should retire. Our jobs, or, often to our surprise, our bodies, may have a mandatory retirement age. But if we have a choice, how should we choose?
Some of us must postpone retirement while others may have to take retirement early. Over half of us have a 401k or similar workplace retirement plan, a traditional IRA or both. Regardless of how much or how little it holds, we wonder what will happen to it, to us, and to our families. These days we naturally feel insecure. Knowing about and adjusting to the SECURE Act may help.
You do not necessarily get what you pay for: that’s why there are Lemon Laws. The cost of investing. You can control some costs. Others, you cannot.
The IRS has announced it will use private debt collection agencies to collect past due taxes. What if you get a phone call and you’re not sure if it’s legitimate? Use these tips to help you determine if it is really the IRS calling.
Are you spending your retirement savings too early? Unexpected health care costs, housework and transportation may cost you. How do you stay independent longer?
Looking at just 6 of the 23 categories of disclosure “indicative of advisor misconduct” in the BrokerCheck database overseen by the industry’s “self-regulatory organization,” business school professors at the University of Chicago and the University of Minnesota found that 7% of financial advisors (20% at Oppenheimer & Co.) had been disciplined for misconduct.
Take care of yourselves in sickness and in health. Secure your well-being and that of those you love. Download this FREE eBook now.
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