See how much monthly income an annuity could provide and get objective guidance by calling 866-663-5241. You can buy a 5-year annuity. In fact, they’re becoming more popular as people look for safer ways to invest their money that are guaranteed to pay off. You’re in the right place if you want to know if … Read more
If you quit your job and you have accumulated a substantial 401(k) balance, you may be worried about losing your 401(k) money. Find out when your employer can take your 401(k). 3 min read. Many people wonder what will happen to their 401(k) money if they quit their job and have a lot of money … Read more
Is $5 Million Enough for Your Golden Years? Welcome, fellow retirees! Today we’ll answer the big money question that’s probably been on your mind: how far does $5 million go in retirement? If you’ve saved this much money (or plan to), you may be wondering if you’ll be set for life or if you’ll still … Read more
Alden and Dena Swartz draw nearly $4,000 a month from Social Security, the government program designed to support Americans in retirement. And they are struggling. Gail Randle and her partner, Mike DellaVolpe, collect only $2,400 a month in Social Security benefits: Not quite $30,000 a year. And they are doing all right. “We are frugal … Read more
Ever wondered what happens to everything you own after you’re gone? It’s not the most cheerful topic but it’s super important to understand who gets what when someone passes away. Whether you’ve got a house savings, or family heirlooms, knowing how inheritance works can save your loved ones from headaches and heartaches down the road. … Read more
You’re not the only one worried about your retirement. Many companies are having trouble keeping their pension promises, so it’s important to know if your pension plan is underfunded for your financial future. I’ve spent countless hours researching this topic, and I’m here to share everything you need to know about identifying underfunded pension plans. … Read more
Actually, that’s just Hollywood fiction! What really happens to a will after someone dies is very different from how these movies show it. Have you ever seen a movie where the family gathers in a dark office after a funeral and the lawyer reads the dead person’s will while everyone gasps and looks shocked? As … Read more
If you were married to your former spouse for at least 10 full, consecutive years, you are eligible to draw your Social Security (and Medicare) Benefits off of him or her. This article talks about me as the ex-wife getting money from my ex-husband, but the situation is the same for men as well. It’s … Read more
Have you ever laid awake at night wondering if your retirement portfolio has too many stocks? Or maybe not enough? You’re definitely not alone in this worry. As someone who’s spent years helping folks navigate the tricky waters of retirement planning, I’ve seen this question cause more anxiety than almost any other investment decision. To … Read more
Tina is in charge of the Citizens Wealth Management financial planning and estate planning team, which is made up of CERTIFIED FINANCIAL PLANNERSTM, estate and tax planners, and trust officers. As a strategic partner, she helps clients deal with and grow in new situations. The idea of being able to spend their days however they … Read more