An infamous 1994 poll found that 46% of young Americans believed in UFOs, while only 25% believed they would receive their Social Security benefits. Fast forward nearly 30 years, and nearly three in four Americans (74%) say they do not rely on Social Security benefits when planning their retirement income, according to recent research by … Read more
Florida leads the ranking of best places to live for retired military families, followed by South Carolina and Virginia, thanks to factors such as health care, favorable tax policies and a market solid work. Oregon came in last place, while the District of Columbia ranked 50th and Nevada 49th, according to research by WalletHub. WalletHub … Read more
Demand for annuities rose amid worries about the economy and the possibility of a recession. Today, more than half of retirement savers are considering some type of guaranteed income for life, according to a recent report. Fund managers are rolling out new options to help workers reach retirement with a stable source of income for … Read more
Question: I want an hourly Certified Financial Planner but I can’t find one near me. NAPFA and Garrett Planning Network point me to planners in Phoenix, but it’s a two hour drive. Any suggestions on how to find local planners in Tucson? Why is it so much harder to find schedule planners than planners who … Read more
Compassionate Eye Foundation/Steven Errico Small businesses have new incentives to help their employees plan for retirement, thanks to Secure 2.0, a sweeping pension reform bill signed into law late last year. The incentives, which include particularly attractive tax credits for businesses with 50 or fewer employees, are designed in part to encourage small businesses to … Read more
Over the years that Pam Krueger hosted MoneyTrack on PBS, listeners constantly told her they were so afraid of going to see a financial planner that they categorized it as going to the dentist or seeing a divorce lawyer. “They are so intimidated in that first meeting. They feel like they’re going to be judged, … Read more
There’s an old Yiddish phrase, “Man plans and God laughs,” which seems particularly apt for retreat. You may have been saving up for this stage of life and thinking about what you will do with your new free time. But chances are you’ll find yourself facing what a new retirement study from financial services firm … Read more
Posted: May 19, 2023 2:05 PM ET My husband passed away on November 5, 2022 and left no will. So I created an estate, with an EIN number, and I have been the administrator since December 5, 2022. I found a health savings account in which I contacted the HSA bank and after many emails … Read more
My husband passed away on November 5, 2022 and left no will. So I created an estate, with an EIN number, and I have been the administrator since December 5, 2022. I found a health savings account in which I contacted the HSA bank and after many emails and documents they sent me a check … Read more
