What to Know About Getting a Financial Advisor in Your 20s
Someone I know in their late 20s recently told me they had just hired a financial advisor. It…
Vanguard strategist says retirees need ‘a complete mind shift’ — and shares 4 principles to ease financial anxiety
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America’s Fastest Growing Retirement Town Is Not in Florida or Arizona
Quick Read St. George retirement at 65 demands a $525,000 paid-off home plus $450,000 in invested assets, assuming…
Berkshire Money Management promotes longtime adviser Scott Little to partner | Bizbrief
Little DALTON — Berkshire Money Management has promoted financial adviser Scott C. Little to partner. The promotion recognizes…
How a 65-Year-Old Turned a $950,000 401(k) Rollover Into a $4,500 Monthly Paycheck Without Buying an Annuity
Quick Read A $950,000 rollover IRA requires a 5.7% blended dividend yield to generate $54,000 annually, just above…
How a 61-Year-Old Built a $3,500 Monthly Paycheck From Just Two Funds: SCHD and JEPQ
Quick Read A 50/50 blend of SCHD and JEPQ produces a ~5.7% blended yield, requiring roughly $737,000 to…
Retiree With $1.2 Million Discovers Roth Conversion Doubled His First Medicare Premium
Quick Read Medicare’s IRMAA surcharge uses income from two years prior, so a Roth conversion at 63 directly…
59-Year-Old Who Inherited a $640,000 401(k) Is About to Hand the IRS $170,000
Quick Read The SECURE Act forces a 59-year-old earning $135,000 to drain an inherited $640,000 401(k) in 10…
Grandparents Can Move $190,000 Per Grandchild Out of Their Estate in One Afternoon, Tax-Free, With One Election on One Form
Quick Read Married grandparents can superfund a 529 with $190,000 per grandchild, removing it from their taxable estate…
A 70-year-old blew through one-third of his $3 million nest egg in 3 years — financial advisors say he needs to act now
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A $1.6 Million 401(k) Faces a 40% RMD Tax Rate. Here’s How to Cut It in Half.
Quick Read A $1.6M 401(k) growing 7% annually reaches $4.4M by RMD age, pushing the first $166,000 withdrawal…
Meet JPMorgan Wealth Planner in Your College Team’s Locker Room
Like others in wealth management, Mikael Lemieux is used to talking about taxes and investing— he’s just sometimes…