Gain Peace of Mind and Empowerment with These Meaningful Financial Moves Widowhood is one of the highest financial risk factors women can face, with an increased risk of falling into poverty after losing their late spouse’s income. Social Security benefits are also cut, anywhere from 33% to 50%, and further losses can be accrued […]
Widow Financial Planning: Three Helpful Tips to Move Forward Read More »
Keep these aspects of estate planning in mind to better prepare for the future. Estate planning is all about looking toward the future and preparing a strategy that accomplishes your goals and meets your loved ones’ needs. Planning your estate often includes, but is not limited to, a will and/or revocable living trust and
Three Considerations When Planning Your Estate Read More »
Retirement Can Be an Exciting Period of Life, You Just Have to Plan Accordingly When you think of planning for your transition into retirement, your focus may be mostly on the financial aspects. This is necessary, of course, to be sure you have enough saved to last your entire retirement, fund your healthcare costs, keep
Six Valuable Tips to Help You Avoid Retirement Boredom Read More »
Are You Taking Advantage of These Four Tax Opportunities to Achieve Significant Savings? There are many benefits that come with having a high net worth, but it also means tax planning is a bit more complex. If you don’t have a thoughtful tax strategy in place, you could miss out on key tax benefits and,
Key Tax Planning Strategies for High-Net-Worth Individuals Read More »
Register for a No-Cost Retirement Planning Course This FREE classroom instruction for retirement planning is for adults aged 50-70 and is sponsored by the Society for Financial Awareness. During these comprehensive courses, you will receive two workbooks to help guide you on a better understanding of your financial picture and how you can plan for
The Changing World of Retirement Planning Read More »
Now is The Time to Strengthen Your Finances and Finalize Your Retirement Plans While it’s true that it’s better to begin saving earlier rather than later, it’s not too late to start building wealth in your 50s. In this decade of life, there are still smart moves you can make to help strengthen and grow
Strategies for Building Wealth in Your 50s Read More »
How to Make Smart Choices in the First 10 Years of Retirement October is Financial Planning Month and it’s a good time to consider your financial future and take steps to avoid the top financial planning challenges many retirees face. The start of your golden years may seem like the right moment to put away
5 Financial Planning Challenges Retirees Face (And How to Overcome Them!) Read More »
Enjoy the Financial Benefits of Your Philanthropic Efforts Charitable giving tax advantages are probably not the first thing on your mind when you decide to make a philanthropic gift. After all, deciding to give to an organization or cause that you care about is a personal decision reflective of your values, passions, and hopes for
Five Charitable Giving Strategies that Come with Tax Advantages Read More »
If You Find Yourself Struggling to Adjust to Retired Life, You’re Not Alone Most of the advice surrounding retirement planning pertains to the financial aspects, like creating reliable income streams and devising a Social Security strategy. These are certainly crucial planning considerations, but there’s more to retiring than making smart money moves. After all, leaving
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Smart Retirement Planning Lets You Enjoy Life Now While Setting You Up for Success in the Future, Too When it comes to your retirement plan, it can be difficult to strike the right balance between saving and investing enough to ensure you reach your future goals, while also allowing yourself to spend enough money to
Spending, Saving, and Your Retirement Plan: Tips for Success Read More »