Category: Money & Investments
Secure Act 2.0 Expands Choices for IRA, 401(k) Own...
Posted by Dave Hogan | Apr 26, 2023 | Money & Investments, Planning for Retirement, Uncategorized | 0 |
6 Reasons Retirees Need Not Fear Bear Markets
Posted by Dave Hogan | Oct 9, 2022 | Money & Investments, Planning for Retirement, Retirement Tips | 2 |
Key Numbers to Know for Retirement Planning
Posted by Dave Hogan | Jan 25, 2022 | Money & Investments, Planning for Retirement, Retirement Tips, Uncategorized | 1 |
Estate Planning Essentials for Seniors in Assisted Living: Protecting Your Legacy
by John Francis | Dec 9, 2023 | Leaving a Legacy and Estate Planning, Money & Investments, Uncategorized | 0 |
About the author: John is a passionate advocate for healthy living for people of all ages. He is a...
Read MoreSecure Act 2.0 Expands Choices for IRA, 401(k) Owners
by Dave Hogan | Apr 26, 2023 | Money & Investments, Planning for Retirement, Uncategorized | 0 |
Whether you are saving for a future retirement or already retired, the rules for IRAs and some...
Read More6 Reasons Retirees Need Not Fear Bear Markets
by Dave Hogan | Oct 9, 2022 | Money & Investments, Planning for Retirement, Retirement Tips | 2 |
Once again, the U.S. stock market is experiencing a bear market. That means the stock market is...
Read MoreKey Numbers to Know for Retirement Planning
by Dave Hogan | Jan 25, 2022 | Money & Investments, Planning for Retirement, Retirement Tips, Uncategorized | 1 |
Knowing your retirement numbers can help ensure a brighter future. Whether you are looking ahead...
Read MoreGiving Money to Grandchildren Can Be a Time to Teach Values
by Dave Hogan | Dec 1, 2021 | Grandchildren, Money & Investments | 0 |
As Christmas and the year-end draw near, those of us who are grandparents may be thinking of how...
Read MoreDonor-Advised Funds Offer Flexibility When Giving to Charity
by Dave Hogan | Sep 24, 2021 | Leaving a Legacy and Estate Planning, Money & Investments, Uncategorized | 0 |
You Don’t Have to be a Rockefeller to Manage Your Own Private Charitable Account For generations,...
Read MoreMinivans, SUV Campers Prove Popular With Retirees
by Dave Hogan | Apr 13, 2021 | Money & Investments, Retirement Tips, Senior Travel, Uncategorized | 6 |
Remember the so-called hippie vans of the 60s, those iconic Volkswagen vans that graced the covers...
Read MoreTips for Year-End Charitable Giving
by Dave Hogan | Dec 9, 2020 | Money & Investments, Uncategorized | 0 |
Retail businesses and charities have one thing in common: December is their big, make-or-break...
Read Morehow to know if you are ready to retire
by Dave Hogan | Sep 17, 2020 | Money & Investments, Planning for Retirement, Retirement Tips, Uncategorized | 2 |
Knowing the right age and time to retire is not always easy. If you are agonizing over the...
Read Morewhy retirees are turning to stocks for higher income
by Dave Hogan | Jun 17, 2020 | Money & Investments, Uncategorized | 0 |
No matter how much money you have saved for retirement, it won’t help you much if you...
Read MoreCoronavirus and Volatile Stock Markets: How Retirees Can Cope During the Pandemic
by Dave Hogan | Mar 14, 2020 | Money & Investments, Retirement Tips, Uncategorized | 4 |
The coronavirus pandemic represents a double whammy for us senior adults. We’re most...
Read MoreLearn How the SECURE Act Brings Changes for Retirement and Estate Planning
by Dave Hogan | Jan 13, 2020 | Leaving a Legacy and Estate Planning, Money & Investments, Planning for Retirement, Uncategorized | 0 |
Update: In late 2022, Congress passed the Secure Act 2.0, with more revisions that impact the...
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