by Savvy Ladies | Aug 25, 2014 | Blog, Retirement
by Stacy Francis, CFP®, CDFAMost people get Medicare when they turn 65. You qualify for it automatically if you’re eligible for Social Security or Railroad Retirement benefits. Or you may qualify on a spouse’s (including divorced spouse’s) record....
by Stacy Francis, CFP®, CDFA | Jul 28, 2014 | Blog, Retirement, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAIndividual Retirement Accounts (IRAs) now hold more assets than any other retirement savings vehicles, but many people do not understand how they work and many IRA owners make critical mistakes that can cost them money. Here are some ways...
by Manisha Thakor | Dec 20, 2013 | Blog, Retirement
by Manisha Thakor How are we Americans collectively feeling about our retirement prospects? Survey says (and most financial advisors would concur), not so great.Consider this comparative data from an annual study by the Employee Benefit Research Institute:In 2007, the...
by Manisha Thakor | May 28, 2013 | Blog, Retirement
by Manisha Thakor For entirely too many hard-working folks, there is a significant gap between the retirement life they desire and the one they will be able to afford if they do not adequately prepare for the future. Traditional goals such as living in an inviting...
by Jeffery Sterner | Jan 14, 2013 | Blog, Retirement
by Jeffery SternerIf you are a mom, it’s important that you take the time to plan for your future. By knowing your options, it can help you find the best ways to invest. Here is a look at some of the choices that are available to you:Roll over your old 401(k) accounts...
by Galia Gichon | Jan 7, 2013 | Blog, Retirement
by Galia GichonA client of mine recently asked me HOW, WHERE and WHAT to invest in an IRA. I realized so many of you have those same questions. Before you begin investing in an IRA, ask these questions:Do you already have an IRA or any other investments...
