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Safety First
Senior citizens can find a wealth of “best of” lists on TheSeniorList.com, including best assisted living facilities, best dental and vision...
Are Millennials Saving for Retirement?
Are millennials saving for retirement? According to a retirement savings and spending study, 31% of millennials are contributing to a retirement...
3 Things You Need to Know About Social Security
Social Security is an often-confusing topic for pre-retirees. There are a lot of questions around when it’s best to start taking your Social...
Are Your Financial Values Part of Your Legacy?
The estimate currently sits at $68 trillion dollars that the Baby Boomers will pass on to the next generation. For most of those 45 million...
If Lottery Winners Have a Team, Should You Have One Too?
Lottery jackpots are making headlines again, with the current payout climbing over $1 billion and attracting attention from dreamers everywhere....
Back-Door Roth IRA Conversion Strategy – 3 Things to Keep in Mind
What is a Roth IRA? “Life is not getting cheaper for millions of American families … it’s only fair to let them keep more of their hard-earned...
What is the NUA Tax Break and How Can You Get It?
Tax laws have been in the news a lot this year and they just seem to get more and more complicated. While not everyone needs to be a tax expert, we...