Yes, you can tap your IRA or 401(k) to cover a home purchase, but it’s important to know the pros and cons first. Read the rest of the story.
Money Minute: Should I tap my 401(k) to buy my first home? Read More »
Hosts: Judith Sanborn, CFP®, AIF® andNancy Hecht, CFP®, AIF® It is an Ask the Expert weekend here on News 96.5 WDBO. My name is Kirk Healy, good to have you along with us. This is On the Money, brought to you by Orlando’s oldest and largest — Independent. Independent firm of certified financial planning professionals, that being
TRANSCRIPT FOR THE JULY 30, 2016 “ON THE MONEY” SHOW Read More »
Posted by Nancy Hecht, CFP®, AIF® I am not a fan of leaving money with a company that you no longer work for. You might be surprised as to how many former employees actually do this. Here is another reason you may want to rollover that account to an IRA.
Your think you are the beneficiary? Think again, maybe you are not. Read More »
3 cases show how it’s possible to receive tens of thousands extra. By my count, I’ve answered over 1,500 questions about maximizing lifetime Social Security benefits, either online or on the air. But, by their nature, my A’s to people’s Q’s have mostly been general. They haven’t, I fear, provided people with a clear sense
The Huge Payoff From Claiming Social Security Wisely Read More »
The Social Security full retirement age is 66 for most baby boomers, and you receive a smaller monthly payout if you sign up at a younger age. Some retirees sign up even later in order to qualify for larger monthly payments later in retirement. However, the Medicare eligibility age remains 65. So, if you want
How to Apply for Medicare Without Claiming Social Security Read More »
Posted by Nancy Hecht, CFP®, AIF® A generation or so back, many people retired with a pension, social security, and personal retirement savings. This is no longer the case. Hardly anyone receives a pension, we still have social security, but the personal savings rate is so low it is scary. A survey conducted in 2014 by
What happened to my three legged stool? Read More »
Hosts: Denise Kovach, CFP®, AIF® and Joe Bert, CFP®, AIF® It is an Ask The Experts Saturday Morning on News 96.5 WDBO. My name is Kirk, and this is On The Money brought to you by Orlando’s oldest and largest independent firm of certified financial planning professionals, that being the Certified Financial Group in Altamonte Springs. With
TRANSCRIPT FOR THE JULY 23, 2016 “ON THE MONEY” SHOW Read More »
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