Your Retirement Handbook

Are you ready for retirement? Request your FREE copy of this valuable handbook.

This powerful eGuide contains detailed, easy-to-read, easy-to-reference information designed to help you work toward a smooth and confident retirement transition.

Retirement Plan contribution
  You will able to put a little more into your workplace retirement account in 2018. The federal government has boosted the annual contribution limit on some of the popular qualified retirement plans thanks to inflation and made other adjustments worth noting. Contribution limits for 401(k)s are rising by $500. This is the first increase
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Refrain from Tapping Your Retirement Funds

  Retirement accounts are not bank accounts. Nor should they be treated as such. When retirement funds are drawn down, they impede the progress of retirement planning, even if the money is later restored. In a financial crush, a retirement account may seem like a great source of funds. It is often much larger than
Inherited IRA

Understanding Inherited IRAs

  At first glance, the rules surrounding inherited IRAs are complex. Here are some questions (and potential answers) to consider if you have inherited one or may in the future. Who was the original IRA owner? If the original owner was your spouse, you have a fundamental choice to make. You can roll over your
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Buying a Flood Damaged Car

How to Avoid Buying a Flood-Damaged Car

  How many cars and trucks were damaged by floodwaters in 2017? Perhaps as many as a million. Some estimates say as many as 500,000 vehicles were waterlogged in the wake of Hurricane Harvey alone. Were all those cars junked? No. Some are being sold.1 It is not illegal to sell a flood-damaged car. Some
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Financial Priorities
    As you start a family, you start to think about certain financial matters. Before you became a mom or dad, you may not have thought about them much, but so much changes when you have kids. Parenting presents you with definite, sudden, financial needs to address. By focusing on those needs today, you
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Debt Retirement

Will Debt Spoil Too Many Retirements?

    The key points of retirement planning are easily stated. Start saving and investing early in life. Save and invest consistently. Avoid drawing down your savings along the way. Another possible point for that list: pay off as much debt as you can before your “second act” begins. Some baby boomers risk paying themselves
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