by Pam Horowitz | Dec 10, 2024 | Retirement
By Bob Carlson, Bob Carlson’s Retirement Watch, June 16, 2024 Among the most confusing and important Social Security issues are the differences between spousal and survivor’s benefits. Not knowing the differences can cost you or your spouse thousands of dollars...
by Pam Horowitz | Nov 21, 2024 | Uncategorized
Article courtesy of Fidelity See options on how to handle this major expense in retirement. Key takeaways Health care continues to be one of the largest expenses in retirement. Decisions about when to stop working, when to take Social Security, and how to generate...
by Pam Horowitz | Oct 22, 2024 | Retirement
By Kiplinger Advisory Collective, July 31, 2024 One of the best parts of gig work or other self-employed work is being your own boss. Not only do you get to set your own schedule, but you also get to set your own rules for how and when your work gets done. However,...
by Pam Horowitz | Sep 25, 2024 | Business
See ways to help you decide how much to keep in cash vs. invest in your HSA. Fidelity.com, April 18, 2024 Key takeaways Health savings accounts (HSAs) are tax-advantaged1 accounts that allow you to pay current bills, save for future medical expenses, and also invest...
by Pam Horowitz | Aug 26, 2024 | Inheritance
Key takeaways Fidelity.com, April 22, 2004 Consider engaging multiple generations of your family in philanthropic discussions. When working to create a legacy, know the difference between a pledge (where you can change your mind) and a grant (where you can’t)....
