Financial Advice
The Facts About Roth IRAs
Roth IRAs have some interesting features that the traditional IRA does not.
Getting Your Money Out Of An IRA
You can always get at your money in an IRA, but if you do it before age 59½ you will get slapped with a 10% penalty plus taxes.
The Facts About Rollover IRAs
A rollover IRA is when you transfer money from a retirement account into an IRA.
The Facts About Spousal IRAs
The spousal IRA is an IRA funded for a spouse with little or no income by a working spouse with income.
The Facts About Traditional IRAs
IRAs are a very useful tool for retirement planning but not enough folks are contributing to them that are eligible to use them.
Protect Mom From Scammers
According to AARP, folks over age 65 make up only an eighth of the U.S. population but are a third of all scam victims.
Is Mom Adequately Insured?
First step in helping mom figure out if she is adequately insured is finding the policies.
Is Mom Broke?
According to the National Council on Aging, more than 13 million older adults are considered economically insecure, living on less than $22,000 a year.
Keeping Mom’s Important Papers Organized
A gift you can give mom this Mother’s Day is to help her sort through all of the stuff she has been saving for years and help get it organized.
About Mom This Mother’s Day
Seniors want to live active lives but there is a huge difference between a 65 and 85-year-old.
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