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This year, your New Year’s resolutions might be more cautious than in the past given the continuing Covid-19 pandemic, but now is still the perfect time to chart a path for your future health, finances and more. We...
There is a lot at stake when you’re interviewing a financial advisor to guide your wealth decisions and help you achieve financial security. You want someone who possesses the knowledge, experience and qualifications...
During the current global pandemic, there’s been a rush for people to obtain insurance and update their legal documents such as Powers of Attorney, Wills and Revocable Trusts. While updating your legal documents is a...
If you have a long term care insurance policy, you know the premiums are expensive and you want assurance that the policy will pay in the terms you envision should you ever need it. Unfortunately, one simple oversight...
If you are what Social Security considers a “higher-income beneficiary,” you pay more for Medicare Part B, the health insurance portion of Medicare, and Part D, prescription drug coverage. The Social Security...
Required Minimum Distributions (RMDs) are an important part of your financial landscape in retirement. Most people must start taking RMDs from qualified retirement accounts at age 72 (previously 70 ½). Here’s what you...
If you’re approaching age 65, now’s the time to consider your Medicare enrollment. Medicare is the Federal health insurance program for those aged 65 and older (plus other eligible adults). With healthcare costs listed...
Congratulations on celebrating your 72nd birthday! Age 72 is the age at which most people must begin taking Required Minimum Distributions (RMDs) from Traditional IRA and other qualified retirement plans. SageVest...
Congratulations on your milestone birthday! Age 70 is Social Security’s maximum retirement age. Once you reach age 70, there’s no further advantage to delaying your Social Security retirement benefit claim. SageVest...
You can claim Social Security retirement benefits as early as age 62. Many Americans do so, especially women [1]. However, claiming early means that your monthly benefit checks and, potentially, your overall lifetime...
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