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Tag: Retirement Planning

Study a “Test Drive” For Financial Planning

Watch this video on YouTube Before you buy a new product, you do what you can to check out its features and research its reputation. You can test drive a car. You can try out a vacuum cleaner. Even if you want a watermelon, you can at least thump it. Buying a service...

Find Out If You’re On Track For Financial Independence

One of the biggest mistakes Americans make around their finances is never having taken the time to find out if they are on track for financial independence. Many of us blindly follow a money belief that “Things will work out.” Sometimes they do. Many times...

Having Enough Money for Retirement

Are you worried about having enough for retirement? You aren’t alone; the rich are worried, too. A recent survey shows that half of wealthy Americans consider their retirement planning an area of “high concern.”  An article by Tierney Plumb,...

IRS Ruling Offers Aid On 2009 RMDs

According to IRA guru Ed Slott, IRA Owners and Plan Participants can now put back unwanted RMDs for 2009. RMDs were waived for 2009, but the relief came late in 2008 causing some people to take withdrawals that were not required. This Notice provides retroactive...