On average, 1 in every 3 inheritances are spent down in 2 years or less. Here's how to create a sustainable, successful plan around your inheritance and some pitfalls... Read More
A key strategy for most retirees is figuring out when to start Social Security. How do you determine the best choice for you? Read More
Every fall you are able to change your Medicare Part D drug plan. Here's how to see if you can save money this year on your prescriptions Read More
You spent your whole life planning for retirement by saving. Now that you are retired, there is a different type of planning - How to use your assets in... Read More
If you have an annuity and are about to retire, you have an important decision to make. Do you need an annuity? Or is it better to cash it... Read More
Health care in early retirement can be one of the largest expenses for a new retiree. Here are 3 options you may want to consider if you are retiring... Read More
If your pension plan has been frozen, how you need to save and prepare for retirement has changed. Here's how to adjust to keep your retirement plan on track: Read More
Planning for the costs of long term care can be one of the most difficult tasks for retirees who are in need of long term care, or supporting a... Read More
Iowa municipal bonds can save Iowans a lot of money. But, many investors are not investing in the right municipal bonds or funds to maximize their potential tax savings.... Read More
Planning your retirement saving strategy is a comprehensive task, especially when it involves complex strategies like backdoor Roth IRA contributions. With so many channels to choose from and varying... Read More
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