Aimed at Growing, Protecting, and Transferring Your Lifestyle and Legacy
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Welcome to My Website !
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
Estimate the future value of your current savings.
Use this calculator to determine whether you qualify for the different types of IRAs.
How Long Will Your Funds Last?
How much will it cost to pay off a loan over its lifetime?