Though poor stock returns and rising interests characterized the third quarter, investors can still come out on top in the fourth quarter by making some adjustments now. Learn why from Daniel S. Kern in the article linked below! https://lnkd.in/eSFi2DBU via TheStreet #retirementdaily #investing
Robert Powell, CFP®, RMA®’s Post
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Ah, the joys of parenting adult offspring – it's like being a walking, talking ATM that also does laundry. But fear not, dear parents, for there is light at the end of the tunnel (and no, it's not just the light from the open fridge door as your 25-year-old searches for snacks). Keep reading! Via TheStreet https://ow.ly/R35u50TL1lx #FinancialTips #Parents #AdultChildren
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What happens when you’re the beneficiary of a 401(k) plan and the account owner dies? Join IRA expert Ian Berger, JD, and myself to learn about the different payout options. Via TheStreet https://ow.ly/j4vx50TL0Ha #401k #Retirement #FinancialTips
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When a terminal or serious illness strikes, it can destroy your retirement’s financial plan. If you or a loved one are facing that horrific battle today, this three-pronged “fight plan” is a helpful supplement to your health care needs. Via TheStreet https://ow.ly/Gmx950TKS9Q #Retirement #RetirementPlanning #HealthCare
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Feeling lonely? A ‘gray revolution’ in Americans’ living arrangements is fueled by longer life spans, rising rates of divorce and childlessness, smaller families, and other issues. Here are some ways to close that solo gap. Via TheStreet https://ow.ly/3G2e50TKRfX #Aging #GrayRevolution #AgingAlone
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As political tensions rise ahead of the 2024 U.S. election, many Americans are exploring options to safeguard their wealth abroad. Should you consider this option? Read this first. Via TheStreet https://ow.ly/CjcJ50TKQqe #Election #FinancialTips #PlanB
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Divorce, while emotionally draining, also brings a plethora of financial challenges. Valuing and dividing stock options is especially complex. Find out some solutions in this guide. Via TheStreet https://ow.ly/tPVG50TKP6b #Divorce #FinancialTips #PersonalFinance
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Despite spending the most on healthcare, the U.S. sadly lags behind 11 other wealthy countries in life expectancy. What’s up with that? Via TheStreet https://ow.ly/xv1850TJ8Ql #HealthCare #USHealthCare #LifeExpectancy
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Medicare's annual election period is just around the corner. Are you ready for all the changes? It's not too late to sign up for this free webinar with Jae Oh, author of Maximize Your Medicare.
TODAY. Medicare ABCs is a free, information-only webinar, that I will deliver at 11AM, with co-host Robert Powell. It is not an understatement after delivering the message of Maximize Your Medicare for over a decade, almost no one correctly understands Medicare (perhaps you are the exception): net worth, educational or financial background has simply not mattered. The recording will not be made publicly available. Registration link: https://bit.ly/3MKWsQ9
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The term "sandwich generation" resonates with many American women. These are the resilient individuals juggling the dual responsibilities of caring for their children and aging parents or relatives. A recent study by Edward Jones sheds light on their fears due to financial and retirement strains. Via TheStreet https://ow.ly/LKgG50TJ8ua #Caregiving #Women #Retirement
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The IRA community is buzzing over the new regulations and rules for required minimum distributions (RMDs). Explore how these might affect your accounts. Via TheStreet https://ow.ly/s2Zy50TIS9O #RMD #IRS #IRA
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