Posted by Denise Kovach, CFP®, AIF®, NSSA® First, don’t treat retirement as the destination! It’s actually the beginning of the next part of life. It’s easy for people who are still working to think of retirement as an end goal, but it is a mistake if you only concentrate on reaching the finish line with no […]
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CHICAGO, June 22 (Reuters) – Retirees can look forward to the largest Social Security cost-of-living adjustment next year since 2012 – but don’t break out the champagne just yet. For many, higher Medicare premiums will take a big bite out of their raise. The 2018 Social Security cost-of-living adjustment (COLA) will not be announced until
Big Social Security COLA will be offset by Medicare premiums Read More »
Hosts: Denise Kovach, CFP®, AIF® and Joe Bert, CFP®, AIF® Well, happy first day of July, everyone. This is On the Money with the Certified Financial Group here on News 96.5, WDBO. We are taking your phone calls at 844-220-0965 with Joe Bert and Denise Kovach of the Certified Financial Group. Good morning, guys. Good
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Posted by Denise Kovach, CFP®, AIF® One common mistake occurs when an IRA owner fails to name a beneficiary. Unlike other property, IRA’s do not pass by will. They pass according to the IRA’s beneficiary designation form. If there is no named beneficiary, the default beneficiary will generally be the owner’s estate and subject to
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In 1977, country singer Johnny Paycheck scored a No.1 hit on the singles chart with “Take This Job and Shove It.” The song’s popularity reflected how many people feel about the daily grind of working for a living. For many, retirement is the way out – and it’s something most people would like to achieve
Early Out: A Realistic Plan to Retire Younger Read More »
Hosts: Nancy Hecht, CFP®, AIF® and Aaron Bert, CFP®, AIF® Well good Saturday morning to you everybody, it is 6/17/17. You’ve got the experts on your radio today, Aaron Bert, Nancy Hecht, from the Certified Financial Group. It is On The Money, Saturday every Saturday at 9:00am right here on News 96.5 WDBO. How are you
TRANSCRIPT FOR THE June 17, 2017 “ON THE MONEY” SHOW Read More »
Reinventing retirement It’s fun to picture a retirement on the beach or traveling the globe, but that isn’t the typical retirement experience for most Americans. Many retirees have significant health and financial concerns, and sometimes struggle to fill their newfound free time with meaningful activities. Consider these often unexpected aspects of retirement. Read the Rest
10 Ways Retirement Will Surprise You Read More »
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