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Women and Retirement Planning – Part 2

By |2018-11-06T20:40:45+00:00February 28th, 2018|Categories: Uncategorized|

Plan for Income in Retirement Do you worry about outliving your retirement income? Unfortunately, that’s a real concern for many women. At age 65, women can expect to live, on average, an additional 20.6 years. In addition, many women will live into their 90s, some into their 100s. This means that women should generally plan for a [...]

Women and Retirement Planning – Part 1

By |2018-11-06T20:39:52+00:00February 27th, 2018|Categories: Uncategorized|

Women face special challenges when planning for retirement. Often their careers are interrupted to care for children or elderly parents. Women may spend less time in the workforce and earn less money than men in the same age group. As a result, their retirement plan balances, Social Security benefits, and pension benefits are often lower. In [...]

3 Differences Between Roth IRAs and Life Insurance

By |2018-11-06T20:37:57+00:00January 23rd, 2018|Categories: Uncategorized|

Life insurance and Roth IRAs have a basic structure in common. They are both wealth transfer tools that help facilitate an efficient transfer of assets from one generation to the next, and they both can provide a tax-free legacy. Despite their similarities, Roth IRAs and life insurance are very different, and the rules that apply to one [...]

Happy Birthday Roth!

By |2018-11-06T21:22:15+00:00January 18th, 2018|Categories: Uncategorized|

Roth IRA’s turn 20 this month. In 1998, 20 years ago Congress, passed the Taxpayer Relief Act, creating the Roth IRA, named for Senator William Roth who sponsored the legislation. We all know that Roth’s are wonderful! We wish all our money were in Roth IRA’s or (cash value life insurance) so it can grow and [...]

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