No 401(k) plan? States offer a new solution
Last week, California joined Washington and 6 other states by requiring employers that do not offer a retirement plan to sign up their employees to a state-run IRA account. With […]
Single Ladies
Regardless of whether they were married earlier in life, many women will be single at some point during their retirement years. Over half (54 percent) of women age 65 and […]
Roth IRA or 401(k)? – Do Both
Have some additional funds you’d like to save for retirement even after maxing out on your company’s 401(k) plan contribution limit? If your modified adjusted gross income does not exceed […]
Routine Maintenance
Sharing the following from Everplans.com. It’s a great reminder that your estate plan (and financial plan in general) should be viewed as dynamic documents. Without proper and timely review, they […]
5 Medicare Tips for New Retirees
For seniors who have just retired, moving to Medicare from an employer health insurance plan poses a challenge. Most people have experience with employer plans, which provide limited insurance choices, […]