401k Rollover: A 401k rollover refers to the process of moving funds from a 401(k) retirement plan account into another tax-advantaged retirement account, typically an Individual Retirement Account (IRA). This transfer allows individuals to maintain […]
Jean Chatzky’s Your Money Map with Richard Leider
Your Money Map with Jean Chatzky & Richard Leider: In this episode of Your Money Map, host Jean Chatzky is joined by Richard Leider to discuss the importance of finding purpose in retirement. Learn more: https://www.protectedincome.org/leider/
Financial Planning
Financial planning is the process of setting and achieving personal or organizational financial goals by creating a comprehensive strategy to manage finances effectively. It involves evaluating one’s current financial situation, identifying objectives, and developing a […]
Beneficiary
Beneficiary: A beneficiary is an individual or entity designated to receive benefits, assets, or rights from a particular source, such as a will, trust, life insurance policy, retirement account, or investment account. The person who […]
Estate Plan
Estate Plan: An estate plan is a comprehensive legal and financial strategy that outlines how a person’s assets and responsibilities will be managed and distributed during their lifetime and after their death. It involves creating […]
Retiring From College Debt – Advice for Young Adults
Retiring From College Debt – Advice for Young Adults: Michelle Singletary encourages young adults to pay off student loans before saving for retirement.
Jean Chatzky’s Your Money Map with Kathleen Burns Kingsbury and Melissa Kivett
Your Money Map with Jean Chatzky, Kathleen Burns Kingsbury, & Melissa Kivett: In this episode of Your Money Map, Jean Chatzky welcomes Kathleen Burns Kingsbury, & Melissa Kivett to discuss the retirement income crisis facing women. Sponsored by the Alliance For Lifetime Income.