Turning 65 means you’re now eligible to receive Medicare benefits. But sorting through the Medicare alphabet can be challenging. How do you get started and what do you need to know before you enroll?
2018 is shaping up to be a record year for stock buybacks
Warren Buffett’s Berkshire Hathaway recently announced that for the first time since 2012, they would be “buying back” their own stock.
Is your garage overflowing with bank statements and paid bills from ten years ago? Are you unsure about what documents need to be retained and what can be tossed? Speaking of tossing, what documents can be tossed in the trash, and which should be shredded? Are you wanting to finally get control of your documents?
You’re on the verge of completing your paperwork when the dealer hits you with one more option: an extended warranty. While the thought of never having to pay for auto repairs as long as you own your car is definitely appealing, there’s a lot that auto dealers are not telling you when it comes to extended warranties.
Widows are one of the fastest growing demographic groups in the United States, with 11 million women and growing. The death of a spouse is one of the hardest things a person can go through. Along with all the emotional struggles of losing a spouse, many times it also brings major financial changes.
The dream of many Americans is to leave behind the day-to-day doldrums of life in America and find a new place to call home during retirement. Maybe it has always been your dream to spend your days relaxing on a beach, or you prefer to immerse yourself in a new culture in the Old World, retiring abroad is a goal that many strive to achieve.
They invested heavily in what was “hot” and got burned.
A new generation of investors is coming to the forefront: your generation. Millennials have witnessed a fantastic bull market, one of the longest on record. Any given week, scary headlines may generate some volatility, but the bulls just keep on running.
By: Kathleen Longo, CFP®, CAP®, CDFA
Planning for retirement can be a source of confusion or anxiety for many people. Retirement can be fraught with uncertainty given the fact that many people will face a long retirement period of 25 years plus. While many factors need to come together to make a cohesive and sustainable long-term plan, the biggest concern most people face is the fear of making financial mistakes or decisions based on emotion as they plan for this next stage of life. Here are some ideas for decreasing anxiety and increasing clarity on the road to sound retirement planning.