Avoid These 5 Common Required Minimum Distribution (RMD) Mistakes
Do the ins and outs of required minimum distributions (RMDs) from individual retirement accounts (IRAs) have you feeling a bit overwhelmed? Maybe you’re turning 73 years old this year and will soon be taking your first-ever required distribution from an IRA, and you want to make sure you get it right. Don’t panic! RMDs aren’t […]
5 Required Minimum Distribution (RMD) Rule Changes That Happened for This Year
It’s smart to read up on important retirement topics as you inch closer to not working for a living anymore. The more you know, the better decisions you’ll likely make, and that can help you keep more money in your coffers. One key topic to understand well is the required minimum distribution (RMD). It’s vital […]
2 Surprising Ways You Can Get More Social Security After You’ve Claimed Benefits
Many people end up relying heavily on Social Security once they retire. And you may end up in a similar situation, even if you’ve managed to save reasonably well. If you’re not happy with the monthly Social Security benefit you start out collecting in retirement, you should know that there may be steps you can […]
8 Credit Card Facts You Absolutely Can’t Afford to Ignore
Image source: Getty Images Credit cards can be your best friend or your worst enemy. I’ve seen people build their credit and earn free travel rewards, while others end up drowning in high-interest debt. The difference is knowing the facts. Here are some key things about credit cards that could save you a huge amount […]
2 Big Social Security Changes Coming on March 31
The Social Security Administration is set to make a couple of major changes to the processes of starting Social Security benefits and making direct deposit updates. In this video, Certified Financial Planner® Matt Frankel discusses what the changes are, and what Social Security recipients need to know. Where to invest $1,000 right now? Our analyst […]
President Trump’s Agenda Could Deal 3 Big Blows to Social Security
I think we can all agree that President Trump is shaking things up with his second term in office. His administration’s actions have touched many aspects of our lives, including the Social Security program, whose benefits Trump has repeatedly promised not to cut. He actually pledged to take an important step that would increase benefits […]
