Weekly Round Up - Dec. 11 - 17
In Case You Missed It
Building Your Retirement Dream Team
When approaching retirement, it's essential to have people to support you every step of the way. Here are four tips from our expert for building that "dream team."
Rising Interest Rates & Opportunities for Retirees
Interest rates are on the rise and this means opportunity for retirees. Our experts share their thoughts on how to make the best of these changes.
5 Steps for Creating Your Student Loan Strategy in 2023
With federal student loan payments and interest accrual set to resume in 2023, now's the time to draft your student loan plan. Here's a step-by-step guide from our expert to get you on track.
A Warning for Business Owners Near Retirement
It may be tempting to accept an unsolicited offer to sell your business, especially if recession is looming, but there are very good reasons to hold off.
ACA’s Annual Enrollment Period Will End Soon
The deadline for enrolling in an Affordable Care Act plan is coming up. Here's some information you need to know.
Working Abroad? A Guide to International Remittances
Transferring money between countries is a complicated task. Here's a list of tips from our expert to help you with the process.
Congress Considers Overhauling the Saver’s Credit
As the year winds down, Congress still has some unfinished business. One of the many legislative proposals awaiting potential action is an initiative that would overhaul the current Saver’s Credit by creating a government match for low-income retirement savers.
Helping Children of Wealth Overcome its Hazards
Our estate planning expert shares his thoughts on "Myth of the Silver Spoon: Navigating Family Wealth & Creating an Impactful Life," by Kristin Keffeler.
Common Retirement Questions: Should I Put Some of My Retirement Funds Into an Annuity?
The eighth most common retirement question: Should I put some of my retirement funds into an annuity?
It's All About the Income, Chapter 11: Let's Add a Pension
In this chapter, author Michael Lynch explores how the factor of a pension affects a couple's plans for retirement.
Ask Bob
Email your questions to Robert.Powell@thearenagroup.net.
Can a QCD Be Contributed to a DAF?
Ask the Hammer
Email your questions to AsktheHammer@BuckinghamGroup.com.
Do Capital Gains Disqualify Me From Roth IRA Contributions?
