fbpx
How to Avoid Midlife Money Errors

How to Avoid Midlife Money Errors

If you are between 40 & 60, beware of these financial blunders & assumptions.  Mistakes happen, even for people who have some life experience under their belt. That said, your retirement strategy is one area of life where you want to avoid having some...
TOD & JTWROS: Important Acronyms?

TOD & JTWROS: Important Acronyms?

We’ll explain a convenient move that could ward off probate on your accounts. TOD, JTWROS – what do these obscure acronyms signify? They are shorthand for transfer on deathand joint tenancy with right of survivorship– two designations that permit automatic transfer of...
Have You Budgeted for Retirement?

Have You Budgeted for Retirement?

Creating a strategy for success. Run the numbers There is a rule of thumb for retirees suggesting that retirement income has a target of 70-80% of the household’s end salary, though this can certainly vary. So, years before leaving work, sit down (perhaps with the...