melanie

July 31, 2018

Moms Take the Lead in Teaching Kids to be Financially Savvy

melanie

July 31, 2018

According to a recent survey sponsored by investment company, Capital Group, large numbers of American adults say they wish someone would have shared advice with them about saving for retirement and retirement accounts when they were children or young adults….

melanie

July 26, 2018

Retirement

So you want to age in place…

melanie

July 26, 2018

Retirement

According to an AARP survey, nearly 90% of those over age 65 want to stay in their homes as long as possible. But in order to do this, it’s necessary to have a housing plan—and a support system—in place to ensure that they’re living safely and independently….

melanie

July 24, 2018

Retirement

Achieving the Ideal

melanie

July 24, 2018

Retirement

There appears to be a disconnect between when younger generations of Americans believe it is ideal to retire and their savings. In a recent survey by Bankrate, the youngest working Americans (millennials and Gen-xers) think the early 60s is the right time….

melanie

July 19, 2018

Retirement, Financial Planning, Estate Planning

What are my Options if I Inherit an IRA?

melanie

July 19, 2018

Retirement, Financial Planning, Estate Planning

Any inheritance can be complicated, but inherited IRAs—with the many rules that govern their distributions—tend to be especially complex. When handled with care, however, they can offer substantial long-term advantages….

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