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2024 Most Affordable Places To Retire
Financial Advisor fa-mag.comNovember 9, 2023 If you are looking for a top-ranked city to spend your retirement years, look no further than the state of Pennsylvania. Six of the state’s cities made the 2024 U.S. News & World Report list of best places to retire....
AI Tools Changing Retiree Entrepreneurship
Artificial intelligence (AI) tools have become a game changer in various industries, and they are also proving incredibly useful for retirees looking to start consulting or a small business venture. These tools can simplify tasks, streamline processes, and help...
How to Live for Today, Plan for Tomorrow
Managing expenses while saving for the future takes planning and practice. Key takeaways Organizing your finances can help you understand where your money goes and see where you may be able to cut spending and save more. Ask for help if you need it. You can find...
Navigating Retirement Pitfalls
Much is written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Some classic financial missteps have been known to plague retirees, too. Calling them "missteps" may be a bit harsh, as not all of them...
Why Do Renters Have to Save More?
“To rent or buy?” is a classic life question. How does whether you rent or buy a home affect your retirement? Your retirement could actually be several times less depending on your choice. The content is developed from sources believed to be providing accurate...
Retirement Accounts When You Change Your Job
Did you change, or are you thinking about changing jobs, with funds in a retirement account? You have options and a financial advisor can help you sort through them – before you pay related taxes. This informative, quick video explains the options. This video...
FIRE Retirement
Heard the buzz about FIRE retirement but wondered what it means? Well, it’s Financial Independence, Retire Early, and it’s not an easy thing to do. Here’s a quick article that explains it. If it is something you are considering, Harvest Moon suggests first talking...
Retiring Earlier Than Expected? What To Know
About 56 percent of workers aged 50 and over have faced some sort of unplanned departure from work for various reasons, ranging from health issues or caring for an infirm relative to redundancy. Read more about how to face the future when this happens. Many Americans,...
Insurance Needs Assessment: For Empty Nesters and Retirees
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...
Healthcare Costs in 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”...
Choices for Your 401(k) at a Former Employer
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...
Five Most Overlooked Tax Deductions
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 manage...
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