Seek and Find!
A lot goes into planning to start a family. Don't overlook your insurance needs. Read more to make sure you are providing adequate coverage for you and your family.
These stories—based on findings from a study performed by money manager United Income—claim that only 4 percent of retirees are making the financially optimal decision to wait until age 70 to begin receiving benefits. And, while delaying until 70 seems like a stretch, most would benefit by waiting at least until age 65.
In this issue, we explore early retirement package offers, the difference between value and growth investing, and how to get rid of those annoying telemarketer calls.
In this issue, we explore the latest Social Security projections and insight on planning for the future of the program, along with a look at the importance of creating and maintaining a home inventory.
Receiving a financial windfall should be a positive milestone that permanently alters an individual’s or family’s future for the better. Yet, gaining immediate and substantial wealth can often have the opposite effect, leading to a new set of challenges that can put that wealth at risk.
Looking for a way to set your teenagers up for financial success down the road? Get them off to a good—and early—start by opening Roth individual retirement accounts (IRAs) for them as soon as they start working. Put the power of time and compounding to work on their behalf. You’ll be surprised at the result.
In this issue we offer a few insights about the impact of rising interest rates on bonds and how you can help an adult child become a homeowner.
CAPTRUST Financial Advisor Mike Gray says that figuring out your income needs in retirement is really all about your expenses—understanding how much you spend each year and what you’re spending it on.
