Why Do We Celebrate New Year’s Day?

Dec 31, 2021 | Holidays

A Fascinating Look Into New Year’s History Your favorite New Year’s traditions all had to start somewhere! From festive countdown parties to the iconic ball drop at Times Square, the start of the New Year has always been a massive event filled with...

Retirees in search of income and some inflation protection may want to consider real estate investment trusts

Dec 28, 2021 | Financial Planning, Retirement Planning

  KEY POINTS REITs generate revenue through their properties and are required to pass on 90% of their taxable income to shareholders in the form of dividends. About $1.6 trillion is invested in U.S. REITs, according to Morningstar Direct. In general, they tend to...

Congress wants to kill the ‘backdoor Roth IRA.

Dec 17, 2021 | Financial Planning, Investments, Retirement Planning

Here’s what it means for you Tax-free savings in retirement are great to have at your disposal. But provisions in the Build Back Better bill would limit some of the ways to accrue them in the future — at least for high-income savers. The provisions are...

Lump-Sum vs. Regular Pension Payments:

Dec 17, 2021 | Financial Planning, Retirement Planning

What’s the Difference? Lump-Sum vs. Regular Pension Payments: An Overview So you are on the verge of retirement, and you are faced with a difficult choice regarding your pension plan: Should you accept the traditional, lifetime monthly payments or take...

The First Step To Passing On Wealth:

Dec 14, 2021 | Financial Planning

Deciding What’s Important To You   Franziska Barczyk for NPR Generational wealth is a loaded phrase. For one, it’s deeply personal: Talking candidly about money isn’t something most of us do with just anyone. It’s also about the legacy we...