_ Money MattersMake These Year-End Financial Moves Now—and Don’t Make This Mistake By Sondra Forsyth articleAs 2017 lurches toward its end, investors need to plan their tax and investment moves before it’s too late. But … Read More→
_ Money Matters3 Saving Tips to Help Prepare You for Unexpected Expenses By Sondra Forsyth articleIt happens to everybody: The dreaded, unexpected big expense – major car repairs, a broken air conditioner, a plumbing problem, … Read More→
_ RetirementAs Retirement Age Creeps up, the Health of Those Close to Retirement is Getting Worse By Sondra Forsyth articleTen years from now, Americans born in 1960 will be able to start collecting their full Social Security retirement check, … Read More→
_ Money MattersTwo Ways to Reduce Risk if the Bull Market Has Skewed Your Asset Allocation By Sondra Forsyth articleIn the current bull market, many people have made so much money they now find their asset allocation is out … Read More→
_ Money MattersWealth Secrets of the Rich, Kind & Happy By Sondra Forsyth articleWhat rich means for each person is different. In our minds, it’s a way of being and functioning in the … Read More→
_ Money Matters Wills & EstatesGreatest Wealth Transfer Could Be Costly Blunder For Beneficiaries And Windfall For IRS By Sondra Forsyth articleAnyone who just inherited a deceased parent’s IRA or 401(k) could be about to commit a costly blunder. You can … Read More→
_ Money Matters RetirementDelaying RMDs from Your IRA: There’s Only One Way to Do It By Sondra Forsyth articleWhen you reach age 70½, you must start taking required minimum distributions (RMDs) from your IRA, 401(k), SEP or other … Read More→
_ Money Matters Wills & Estates3 Tips to Make The Finances Add Up for the Spouse Left Behind By Jane Farrell articleTraditional wedding vows usually include the phrase “till death do us part,” but it’s not a part of the ritual … Read More→
_ Money Matters RetirementTax Deferral and Guarantees Make Annuities a Compelling Way to Save for Retirement By Sondra Forsyth articleIf you’re contributing the annual maximum to your IRA and/or 401(k) plan, you’re ahead of most people. But tax-qualified contributions … Read More→
_ Money Matters RetirementTaking a 401(k) Loan Can Be a Smart Move By Sondra Forsyth articleMost financial planners say borrowing from your 401(k) is a bad idea, period. I disagree. Borrowing from your 401(k) plan … Read More→
_ Wills & EstatesWhat the Kids Get: Planning Your Legacy By Jane Farrell articleAfter a lifetime of working hard and saving faithfully, some people just want to enjoy retirement and spend their money … Read More→
_ Money Matters RetirementA Way to Cut Tax on Social Security Benefits By Sondra Forsyth articleAbout 40 percent of people who receive Social Security are required to pay taxes on at least a portion of … Read More→
_ Money Matters RetirementRising Annuity Rates Benefit Retirement Portfolios By Sondra Forsyth articleAnnuity rates have gone up a bit recently, according to AnnuityAdvantage’s database of 290 fixed annuities from 35 insurers. They … Read More→
_ Wills & EstatesEstate Planning Is Not Just for the Ultra-Rich Anymore By Sondra Forsyth articleHollywood’s stereotype of estate planning usually features assorted nieces, nephews and cousins gathered in the drawing room of a 100-year-old … Read More→
_ Wills & EstatesA Guardian for Your Children: Planning in Case You’re Not There By Sondra Forsyth articleWhile everyone needs a will to settle money matters, there’s a far more compelling reason to have one if you … Read More→
_ RetirementHow to Create a Fulfilling Retirement When Every Day Is Saturday By Sondra Forsyth articleIt’s the dream retirement many people anticipate for decades. Hang out around the pool all day. Play one round of … Read More→
_ Money Matters Wills & EstatesHow to Decide Who Merits Your Money as You Ponder Your Legacy By Sondra Forsyth articleNot long ago, Jeff Bezos took to Twitter to ask the world for charitable-giving ideas. The Amazon.com founder sought a … Read More→
_ RetirementAre You Leaving Your Beneficiaries a Tax Time Bomb? By Sondra Forsyth articleWhen it comes to retirement – and to passing on whatever wealth you’ve accumulated to a spouse or the next … Read More→