2021: The Year of the NUA
If you own highly appreciated stock in your company’s qualified retirement plan 2021 could be the perfect setting for you to utilize net unrealized appreciation strategy, or NUA.
If you own highly appreciated stock in your company’s qualified retirement plan 2021 could be the perfect setting for you to utilize net unrealized appreciation strategy, or NUA.
The good news? Retirees are living longer. The bad news? Many aren’t planning for it financially. Life expectancy is a key piece of retirement planning.
When can you access your savings without a penalty? When should you enroll in Medicare? At what age is it best to collect Social Security?
As you navigate the digital landscape, it is important to be aware of the evolving fraud risks posed by Artificial Intelligence (AI). Scammers embrace AI
Taylor Swift was estimated to provide $5 billion in economic impact on her US tour stops.* That impact would make her more productive than 50
Mortgage Gimmicks Explained Mortgage rates have been rising steeply since 2021 and are now commonly found in the neighborhood of 7%. This is significant as
Making financial decisions can often be more challenging than it appears. A variety of subtle influences can cloud our judgment. Among these, behavioral biases like
Whether your retirement date is fast approaching or you still have a few years to go, it’s important to take steps to boost your nest
These financial tools automatically rebalance as you near retirement. A target date fund is an investment instrument designed to become more conservative as it approaches
This “Little Engine That Could” market has just completed 3 straight quarters of growth. For those of you who have matured in your reading material,
Saving for retirement doesn’t happen overnight. It’s an ongoing process that requires monitoring and tweaking your plan over many years to help ensure you have
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Matthew Logan, CFP® Series 7, Series 66, Series 24 Life and Health Insurance
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