Tag: 401(k)

  • Are You Ready for 2019 and Beyond?

    Seniors not only have to exercise and stay physically and mentally fit; they also need to make their money last longer. Social Security, regular investments (stocks, mutual funds) and retirement plans (401k, IRA) now have to account for an extended life span.

  • Increase Your Retirement Funds

    If you are like many people, you are looking for a way to create funds and security for your future. If you own low-interest CDs or underperforming stocks, one idea is to transfer these assets to a qualified nonprofit organization in exchange for a charitable gift annuity. In return, the charity agrees to make payments…

  • Women & Retirement: Myth vs. Reality

    Are you dreaming of a leisurely retirement enjoying a second cup of morning coffee, or is a sunrise round of golf more your speed? Either way, know the facts so you can guide your retirement dreams to reality. Historically the road to retirement hasn’t been smooth for women. In fact, the Social Security Administration (SSA)…