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General Investment Retirement

9 Tips to Maximize Retirement Contributions

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in General Investment Retirement on June 20, 2020 June 20, 2020 2

Roth IRA – Take Advantage Now Before Taxes Rise

What is a Roth IRA? A Roth IRA is an individual retirement account in which money grows tax-free; Roth IRA withdrawals in retirement are also tax-free. Savers at least 59½ years old and who hold their…

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Mortgage Forbearance
in General Loans Mortgages on May 15, 2020 May 26, 2020 2

Mortgage Forbearance Explained

If you are experiencing difficulty making on-time mortgage payments due to the pandemic, forbearance may be an option. Mortgage forbearance provides temporary relief by allowing you to make lower monthly payments, or no payment at…

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in Banking General Investment on April 16, 2020 May 18, 2020 2

Emergency Savings Gains Further Importance During the Pandemic

33% of all adults in the US have no Emergency Savings. Do you belong to that camp? Only 23% of Americans have emergency fund savings of 6 months or more. For many Americans, setting up…

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Backdoor Roth
in General Investment Retirement on March 11, 2020 May 24, 2020 2

What is a Backdoor Roth IRA?

If you are above the income limits for a Roth IRA don’t assume that you are restricted from opening one. The Backdoor Roth IRA is a tax loophole that allows anyone to open a Roth…

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Secure Act What it means for you
in General Retirement on February 20, 2020 February 25, 2020 2

The SECURE Act – What it Means for You

The “Setting Every Community Up for Retirement Enhancement Act of 2019”, better known as the SECURE Act is quite a mouthful isn’t it!! The Secure, Act—signed by President Trump on Dec. 20, 2019—brings the most…

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Will vs Trust
in General Retirement on February 6, 2020 May 19, 2020 4

Will vs. Living Trust: What’s Best for You?

Wills and living trusts both allow you to name beneficiaries for your assets. The similarity however ends there. For example, the biggest draw to use living trusts is to avoid probate. Probate is the court…

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in General Investment Retirement on January 27, 2020 August 13, 2020 3

HSA Contribution Limits 2020

The average couple retiring today at the age of 65 will need close to a whopping $300,000 to cover health care and medical expenses in retirement, according to an estimate by Fidelity, assuming lifespans of…

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How to write a will
in General Retirement on January 5, 2020 February 25, 2020 3

How to Write a Will

No one likes to think about their own death, but preparing end-of-life documents, such as a last will and testament, can give you great peace of mind now, knowing your wishes will be followed when you’re…

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Reverse Mortgages 101
in General Retirement on December 14, 2019 May 24, 2020 3

Reverse Mortgage – 101

What Is a Reverse Mortgage? A reverse mortgage is essentially a loan. It allows you to access your home equity and turn it into cash. A homeowner who is 62 or older and has considerable…

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401(k) Limits for 2020
in General Investment Retirement on November 18, 2019 February 29, 2020 4

Maximum 401k Contribution Limits for 2020

The IRS announced on Nov 6, 2019 that employees in 401(k) plans will be able to contribute up to $19,500 in 2020 up from $19,000 in 2019. The catch-up contribution limit for employees aged 50…

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in Credit Cards General on October 16, 2019 April 22, 2020 3

Top Credit Cards For Retirees

Retirement is not a one-size fits all. It is different for different people. It could mean traveling overseas to someone while to others it may mean dining out extensively. To some it may mean farming…

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Recent Posts

  • Roth IRA – Take Advantage Now Before Taxes Rise
  • Mortgage Forbearance Explained
  • Emergency Savings Gains Further Importance During the Pandemic
  • What is a Backdoor Roth IRA?
  • The SECURE Act – What it Means for You

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