One of the most challenging issues for couples to resolve is how much risk they’re willing to take with their investments. Here are some tips to guide you on the road toward joint venture: 1.) Communication is key Let your partner know you’re willing to research options together and come up with a plan. Erica Coogan, a partner at Moss …
You may have a very idealistic vision of retirement — doing all of the things that you never seem to have time to do now. But how do you pursue that vision? Social Security may be around when you retire, but the benefit that you get from Uncle Sam may not provide enough income for your retirement years. To make …
You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you’ll need to fund your retirement. That’s not as easy as it sounds, because retirement planning is not an exact science. Your specific needs depend on your goals and many other factors. …
Q: My 65th birthday is approaching and I’m ready to apply for Medicare. What do I need to know before signing up? A: Medicare offers affordable health care coverage to older Americans. However, the application process and the various options can be confusing. If you’re getting close to 65 or meet certain other requirements, it’s time to learn about the …
The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on March 27, 2020. This $2 trillion emergency relief package represents a bipartisan effort to assist both individuals and businesses in the ongoing coronavirus pandemic and accompanying economic crisis. The CARES Act provisions for retirement plan relief for individuals under federal tax law are discussed here. For …
