by Sowell | Aug 10, 2022 | Retirement
Have a 401K with a former employer? There are three choices you can make. 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 401(k) account.¹ Individuals have four choices...
by Sowell | Jun 20, 2022 | Retirement
Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations. Certain features of Medicare can affect health care costs and coverage. Some retirees may do okay with original Medicare (Parts...
by Sowell | Apr 12, 2022 | Retirement
What’s a Roth IRA? We get asked this a lot. This article answers that question in an easy-to-understand way. If you have more questions, we’re here to answer them. While many people are familiar with the benefits of traditional 401(k) plans, others are not as...
by Sowell | Mar 29, 2022 | Retirement, 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. Here is a quick look at the five most overlooked opportunities to manage...
by Sowell | Jan 26, 2022 | Retirement
Does your financial portfolio meet your retirement lifestyle? As a retiree, how you choose to live in retirement may be an additional factor to consider when building your portfolio. If you have a portfolio that isn’t meeting your expectations, Harvest Moon is happy...
by Sowell | Oct 20, 2021 | Retirement
When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security Administration (SSA) estimates that today’s average 65-year-old woman will live to age 86½. Given these projections, it...
