CONSULT A FINANCIAL PLANNER AT LEAST ONCE ABOUT YOUR PLANS RETIREMENT ADVICE CREDENTIALS Certified Financial Planner, CFP Retirement Income Certified Professional, RICP Retirement Management Analyst, RMA Watch the related WEALTHTRACK episode.
CONTRIBUTE TO A YOUNG PERSON’S ROTH IRA Watch the related WEALTHTRACK episode.
TAKE SOME TIME TO UNDERSTAND THE MEDICARE OPTIONS FOR YOU OR YOUR LOVED ONES ENROLL IN MEDICARE ON TIME Approaching 65? Prepare to enroll for Medicare Part A & B Enrollment window is 3 months before 65th birthday until 3 months after 65th birthday MEDICARE RESOURCES General Information: Medicare.gov or 1800-MEDICARE Personal Plan Information: MyMedicare.gov […]
HOW TO GET AN APPRAISAL? Sotheby’s Christie’s Doyle New York Appraisers Association of America Watch the related WEALTHTRACK episode.
REVIEW YOUR RETIREMENT PLAN AND IF YOU DON’T HAVE ONE, GET ONE Workers with a financial plan much more confident about retirement than those without a plan Easy to get a retirement plan check-up online ONLINE CHECKUP JONATHAN POND’S SMART PLANNER Online financial planning service Access anonymously Low-fee SHERYL GARRETT’S GARRETT PLANNING NETWORK Hourly Advice […]
READ FALLING SHORT: THE COMING RETIREMENT CRISIS AND WHAT TO DO ABOUT IT – Charles D. Ellis, Alicia H. Munnell and Andrew D. Eschtruth HELPFUL PERSONAL FINANCE ADVICE FINANCIAL ADVANTAGES OF: Working longer Taking Social Security later Using home as source of retirement income Watch the related WEALTHTRACK episode.