The CARES Act provided retirees with the ability to waive Required Minimum Distributions (RMD) for 2020. Those who did this may have a very attractive
Many people understand that the decision to refinance involves more than just how much money they will save on a monthly basis. They also understand
In last week’s blog post I discussed the importance of converting some of your taxable IRA to a tax-free Roth IRA to protect against higher
On Friday, March 27th, President Trump signed into law the historic $2 trillion stimulus bill (aka The CARES Act – Coronavirus Aid, Relief, and Economic
Are you worried about retirement? Retirement planning doesn’t have to be complicated. Yet getting started seems like a daunting task to many folks. Even if
There are a number of unique things that people in their 60s should be focusing on in their retirement. Today I will be discussing 6
Are you really ready for retirement? You’ve worked a long time in your career and you’ll be faced with the decision of whether or not
People who are preparing for retirement or who are already in retirement tend to stress out about their housing costs. And rightfully so, because these
It’s one thing to crunch the numbers and figure out whether or not you can retire, but it’s quite a different thing to look at
At first glance, when you read the title of this blog post, you would naturally think that you shouldn’t put all of your “investment” eggs
In today’s video blog, I want to share with you two questions that you should be asking when it comes to Social Security. The first
You’ve likely heard the phrase: “fail to plan, then plan to fail”. This is ever-so-true when it comes to retirement. If proper planning is not
B.E.S.T. Wealth Management, LLC was founded on the principle that everybody deserves financial planning advice and help with investing money.
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