New Programs To Support FinStream’s Mission To Increase Financial Literacy April 4, 2025 – New York, NY – FinStream TV Celebrates Financial Literacy Month by announcing new programming in April in support of Financial Literacy […]
File Your Taxes Like a Pro: Must-Know Tips About Tax Forms
File Your Taxes Like a Pro: Must-Know Tips About Tax Forms: The video provides tips on important tax forms to know about before filing your 2023 taxes.
Are 50¢ Medicare Part D Premiums Too Good to Be True?
Are 50¢ Medicare Part D Plans Too Good to Be True? Some Medicare Part D plans have significantly reduced their premiums for 2024, with one plan offering a shockingly low monthly cost of 50 cents.
Best Places For Singles To Retire Abroad
Highlighted destinations include Playa Coronado in Panama, known for its affordability and active community; San Miguel de Allende in Mexico, offering a rich cultural experience and lower living costs; Chiang Mai in Thailand, blending tradition with modern amenities; Madrid, Spain, famed for its vibrant lifestyle and safety; and Guanacaste Province in Costa Rica, celebrated for its natural beauty and welcoming expat communities. The article serves as a resource for retirees seeking new experiences and community connections in their retirement years abroad. For more information, readers are directed to InternationalLiving.com.
Why Buy An Annuity?
Why Buy An Annuity? Financial planner Dana Anspach emphasizes the importance of quantifying how adding an annuity impacts the overall retirement income plan, using metrics like fundedness ratio, liquidation value, and coverage ratio to measure the annuity’s effect on financial security and income stability.
Keeping Beneficiary Designations Up To Date
Keeping Beneficiary Designations Up To Date: Nicole Gopoian Wirick, JD, CFP® of Prosperity Wealth Strategies discusses the importance of naming and regularly reviewing beneficiary designations. Beneficiary designations control where assets like retirement accounts, life insurance policies, and bank accounts transfer upon death, overriding wills and trusts.
Surprise Capital Gain Throws Wrench in Roth IRA Contribution – What Now?
Unexpected windfall? Don’t let it derail your Roth IRA plans! This Ask the Hammer episode tackles a common dilemma: what to do if a sudden capital gain pushes you above Roth IRA income limits after making a contribution.
Don’t Mess Up Your HSA! Key Timing Tips for Social Security & Medicare
Don’t Mess Up Your HSA! Key Timing Tips for Social Security & Medicare: Contributing to an HSA and nearing retirement? In this episode of Ask the Hammer, Jeffrey tackles the tricky timing of applying for Social Security and Medicare while keeping your HSA tax benefits.
What is a Mortgage Recast? How you can Lower Monthly Payments
In this episode of Retirement Daily, Bob Powell and Dana Anspach discuss Mortgage Recasts.
Inheriting Your Spouse’s IRA? Don’t Stretch, You Might Have Better Options
Inheriting Your Spouse’s IRA? Don’t Stretch, You Might Have Better Options: Spouses inheriting an IRA have unique benefits compared to other beneficiaries. You may not need the “stretch IRA” strategy.