#financialplanning Archives - Page 9 of 9

checklist, retirement checklist, retirement planning, wealth management, wealth planning, retirement

Retirement Checklist Challenge

TAKE THE CHECKLIST CHALLENGE You've worked hard. Made sacrifices. Saved diligently. You've earned the right to enjoy the next season of your life. If something’s worth doing, it’s worth doing…

Deena WatsonJanuary 27, 2022

inflation, rising costs, risk, stock market, money

Income Investments Risk Wealth

Could Inflation Impact Your Retirement Plans?

Could Inflation Affect Your Retirement Plans? Retirees are often aware of the detrimental effects of inflation on their retirement savings. As the cost of goods rises, the value and buying…

Deena WatsonJanuary 27, 2022

long-term care, long-term care facility, senior couple, retirement planning, wealth management

Healthcare Income Wealth

Are You Planning Ahead for Long-Term Care?

ARE YOU PLANNING AHEAD FOR LONG-TERM CARE? Long-term care might be the biggest retirement expense you didn’t plan for. 78% of U.S. adults will need some form of assistance as…

Deena WatsonJanuary 27, 2022

Worried woman, financial fear, wealth management, retirement planning

Income Investments Wealth Women

Top Financial Fears That Affect Women

TOP FINANCIAL FEARS THAT AFFECT WOMEN Financial fears can paralyze anyone from making a decision about money, but for many women, money and wealth management are particularly terrifying. In fact,…

Deena WatsonJanuary 27, 2022

financial advisor, financial planning, financial planner, wealth management, wealth planning, consultation, retirement strategy, objective opinion

Estate Planning Income Investments Risk Taxes Wealth

Retirement Strategy: The Value Of An Objective Opinion

THE VALUE OF AN OBJECTIVE OPINION Have you ever lost sleep over your finances? If so, you aren’t alone. With market volatility, an uncertain economy, life challenges, and just day-to-day…

Deena WatsonJanuary 27, 2022

social security, social security benefits, retirement income, wealth management, retirement planning

Income Taxes Wealth

Strategies To Optimize Your Social Security Benefits

STRATEGIES TO OPTIMIZE YOUR SOCIAL SECURITY BENEFITS Social Security benefits are an important piece of your retirement income puzzle, and deciding when to start taking Social Security payments depends on…

Deena WatsonJanuary 27, 2022

inherited IRA, IRA, inheritance, beneficiary, taxes

Estate Planning Income Investments Taxes Wealth

You’ve Inherited an IRA. Now What?

You've Inherited an IRA, Now What? If you’ve been named a beneficiary or inherited an IRA, you’re likely facing some tough questions ⁠— what are the next steps and what…

Deena WatsonJanuary 27, 2022

Medicare, medicare coverage, medicare expenses, retirement planning, wealth management

Healthcare Income Risk

7 Things Medicare Doesn’t Cover

7 THINGS MEDICARE DOESN'T COVER Medicare Part A and Part B, also known as Original Medicare or Traditional Medicare, cover a large portion of your medical expenses after you turn age 65.…

Deena WatsonJanuary 27, 2022

stress, stress test, wealth management, retirement planning, squeeze ball

Income Investments Risk Wealth

Stress-Test Your Retirement Strategy

STRESS-TEST YOUR RETIREMENT “Stress-testing” your finances tests your wealth engine to determine how efficiently it’s running, exposes hidden dangers, and helps you avoid losing the money you’ve worked hard for.…

Deena WatsonJanuary 27, 2022

Taxes, Uncle Sam, Tax planning, tax strategies, wealth management, retirement planning

Income Investments Taxes

Tax Strategies For Retirement: Buckets Create Tax Choices

TAX STRATEGIES FOR RETIREMENT: BUCKETS CREATE TAX CHOICES Federal Appeals Court Judge Billings Learned Hand was a judge and judicial philosopher who aptly proclaimed, "There are two systems of taxation…

Deena WatsonJanuary 27, 2022

#financialplanning

Retirement Checklist Challenge

Could Inflation Impact Your Retirement Plans?

Are You Planning Ahead for Long-Term Care?

Top Financial Fears That Affect Women

Retirement Strategy: The Value Of An Objective Opinion

Strategies To Optimize Your Social Security Benefits

You’ve Inherited an IRA. Now What?

7 Things Medicare Doesn’t Cover

Stress-Test Your Retirement Strategy

Tax Strategies For Retirement: Buckets Create Tax Choices

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