by Pam Horowitz | Jun 14, 2023 | insurance
One area where financial planners help clients is with their insurance. And insurance needs change over time. If you’re an empty nester, or a retiree, it may be time to review what your insurance covers, and when. With the children now out of the house, financial...
by Pam Horowitz | May 15, 2023 | Retirement
A retired household faces three types of healthcare expenses, and it’s important to know what they are. After all, the more you know, the more accurately you can prepare. In a 2022 survey, 35% of all workers reported they were either “not too” or “not at all”...
by Pam Horowitz | Apr 26, 2023 | Retirement
If you leave a job where you had a 401(k), you have four choices with what to do with it. Want to know what they are? One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their...
by Pam Horowitz | Mar 26, 2023 | Tax
Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Let’s take a quick look at the five most overlooked opportunities to...
by Pam Horowitz | Feb 14, 2023 | Retirement
Here’s a question we get a lot – what the heck is the difference between a traditional and a Roth IRA. This is a simple explanation. Traditional Individual Retirement Accounts (IRA), which were created in 1974, are owned by roughly 36.6 million U.S. households. And...
