Seventy somethings are more active than ever but many worry about outliving their money or having a health concern that puts their future at risk. If you’re in your seventies you need to know the lifestyle you can afford and how you’ll create the “paycheck” to pay for it. Here’s our list of top financial tips to get on track in your seventies.
Financial Planning
Sure, wealthy families engage in complex estate planning techniques to minimize estate tax, but they don’t overlook simple opportunities. Here are two popular and simple techniques to reduce your estate and some important pitfalls to avoid…
If you ever feel the holiday shopping crunch, we’d like to help you mix things up with some of these unique, wallet-friendly and financially educational holiday gift ideas…
If you’re looking for a good way to pass the time (maybe even multitask a little bit) podcasts are a great way to learn something new…
End-of-year tax planning is more difficult this year than it normally is, given that we do not yet know if this year will bring changes…
It is of paramount importance to develop a clear understanding of your financial picture and set reasonable expectations for your financial…
Outlined below are general rules for RMDs when a surviving spouse inherits a retirement account. We recommend working with your CPA to…
If you are the beneficiary of an inherited retirement account from a loved one, the RMD rules applicable to the inherited retirement…
Outlined below are general rules for RMDs when a non-spouse beneficiary inherits a retirement account. In all scenarios below, there…
However you plan on spending your retirement is up to you, yet it will likely be the most expensive thing you will have to pay for.
