Could a Charitable Remainder Trust Meet Your Philanthropic and Retirement Income Needs?
Are you charitably inclined? A charitable remainder trust might help you balance taking care of yourself and making the world a better place.
5 Things Everyone Must Know to Plan for Retirement Income Needs
Transitioning to retirement can be challenging. You’re used to going to a place you love every morning and doing something you know makes a difference in people’s lives. Even if you’ve been looking forward to retirement, all of that change happening all at once can be mentally and emotionally challenging.
How Much Risk is in Your 401(k)?
Do you have a 401(k)? Maybe a better question is: Do you know how your 401(k) works? If you’re like 63% of Americans, this common retirement plan completely confuses you. But don’t go sticking your head in the sand! Your retirement and how you save for it are too important to ignore, no matter how complicated it seems. A 401(k) or 403(b) is a valuable and important tool to help you build your retirement nest egg so it’s there when you need it, but there are many variables that can impact your account. And in this case, what you do to align your investments with your financial plan can make a significant difference at the end of the day. Here are 5 ways to do just that.
A Fresh Start in 2020
The end of the year represents the perfect opportunity to reflect on the last twelve months and to review your overall personal financial situation. 2019 may have been a great year, or perhaps you didn’t accomplish as much as you would have liked. In either case, 2020 can be a fresh start, allowing you an opportunity to become more intentional about accomplishing your goals.