Insurance Needs Assessment: For Empty Nesters and Retirees
With the children now out of the house, financial priorities become more focused on preparing for retirement
Preparing for Longevity
The financial aspect of longevity requires careful consideration; those nearing retirement age and those just starting work may have misconceptions about aging, not realizing that they may live much longer than their forebears.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Investing with Your Heart
Some individuals believe that return on investment shouldn’t be the only criterion for how they invest their money.