_ RetirementWant to Travel Post-Retirement? Here Is How to Get Started By Sondra Forsyth articleWhen I was young, my parents loved to travel, and they always included my sister and me. That was the … Read More→
_ RetirementBeyond the Bucket List: 5 Tips for Reinvigorating the Retirement Paradigm By Sondra Forsyth articleBaby Boomers are heading into retirement in droves. Each day, about 10,000 close the doors to their offices for the last … Read More→
_ Money Matters RetirementRetirees With a Guaranteed Income Are Happier & Live Longer By Sondra Forsyth articleRetirees who are surrounded by their family and friends – and who also have a substantial check coming in every … Read More→
_ Money MattersCommon Challenges Young People Face in Choosing Health Plans By Jane Farrell articleWhile recent grads are already worrying about student loan debts, there’s another pressing financial problem. In a recent survey, eHealth … Read More→
_ Money Matters RetirementTwo Ways to Get Lifetime Income By Sondra Forsyth articleTo get a guaranteed lifetime income in retirement, you can annuitize an existing annuity when you’re ready to begin receiving … Read More→
_ Money MattersWhat You Must Know About Hospital “Observation Status” By Sondra Forsyth articleIn a hypothetical scenario, let’s say you break a hip. A call to 911 gets an ambulance to your door … Read More→
_ Money Matters RetirementDoes Your Retirement Plan Pass the 3-Point Check-Up? By Sondra Forsyth articleIf you’re like most people, you started a retirement account like a 401(k) or IRA years ago because your employer … Read More→
_ Money MattersHow to Protect Yourself Against Mortgage Fraud By Jane Farrell articleMortgage fraud occurs when a potential homebuyer, seller, or lender lies or omits key information that leads to a mortgage … Read More→
_ Money Matters3 Tax-Savings Ideas to Help Seniors with Long-Term Care Expenses By Sondra Forsyth articleOne huge expense awaiting a large percentage of Americans near the end of their lives is long-term care. Coming up … Read More→
_ Money Matters Retirement3 Retirement Tax Traps and How to Avoid Them By Sondra Forsyth articleThere was a time when older Americans received a lot of tax breaks, but no more. Congress and state and … Read More→
_ Money Matters2017 Tax Return Points the Way to Tax Savings in 2018 and Beyond By Sondra Forsyth articleYour 2017 tax return provides valuable clues for planning for your 2018 taxes. But with tax reform, the exercise is … Read More→
_ Money MattersWant to Do Better Than Bonds? Consider Fixed Indexed Annuities and Fixed-rate Annuities By Sondra Forsyth articleBond yields are low. How can investors get a better return without taking on more risk? Both plain fixed-rate annuities … Read More→
_ Money MattersMaturing Life Insurance Policies Create Tax Bills and May Shortchange You By Sondra Forsyth articlePermanent life insurance isn’t quite permanent. Many permanent policies mature at age 100, sometimes at 95, and then pay out … Read More→
_ Money Matters RetirementBear Market Plus Withdrawals in Retirement Can Cause Portfolio Death Spiral By Sondra Forsyth articleIf you’re a retiree with an equity-heavy portfolio and have to make a withdrawal in a bear market during the … Read More→
_ Money Matters4 Reasons It’s Urgent to Understand the Cost of Growing Old By Sondra Forsyth articleMany young, healthy Americans may not realize that they share something troubling in common with each other. There’s a good … Read More→
_ Money MattersMoney Buys Happiness - but Only Up to a Certain Amount By Jane Farrell articleIn order to be happy, researchers say, you don’t need unlimited amounts of money. “That might be surprising as what … Read More→
_ Money MattersHow to Overcome Investor Paralysis By Sondra Forsyth articleMany people feel paralyzed about investing, especially if they’ve invested little or nothing in the market before. Investors are bombarded … Read More→
_ Money MattersLongevity Insurance Is Underused in Retirement Planning By Sondra Forsyth articleMore people are living into their late 80s, 90s and even past 100. But longevity isn’t so great if you … Read More→