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Westborough, US
Wednesday, September 30, 2020

More Roth IRA conversions allowed

In retirement, your paycheck might go away, but taxes won’t. Still your tax bill can be hard to predict. To have some control over how much you pay the government each year, you should have both taxable and non-taxable accounts from which to draw your retirement income.

Answers to pressing 401(k) questions

The stock market seems to have turned a corner and mutual funds are growing again. For 401(k) investors there’s an opportunity to regain some lost ground, but they’ll need to make some decisions. How do you make the right choices without taking on too much risk again?

Older birthdays offer extra reasons to rejoice

Even if the candles don’t all fit on the cake, there’s extra reason to celebrate some key older birthdays in the post-meltdown economy.

Five tips for singles to plan a secure retirement

Single people get left out of the picture a lot when it comes to retirement. Typically it’s smiling couples who are shown contemplating their sunset years in ads, brochures and magazines.

Older workers bring new purpose to volunteer work

Stuffing envelopes is out and meaningful work experience is in for a new generation of volunteers.

Estate planning: you can’t afford to wait

f you’re like most people, you probably have a list of reasons why you haven’t established your estate plan.

How to talk to your parents about long-term care planning

While more people do estate planning earlier in their lifetimes today, there are many who have yet to take that important step.

Second marriages pose challenges in estate, benefits planning

Second marriages are as common in the 50 plus population as they are with younger married couples. Couples who have remarried are often unaware of the legal and financial implications of their marriage.

My loved one has been diagnosed with Alzheimer’s disease, now what?

It is estimated that about five million Americans suffer from Alzheimer’s disease, and about 360,000 people are newly diagnosed each year.

7 important things to know about living wills

President Barack Obama’s recent recommendation that all Americans get living wills resonated with those who have been urging the same thing for years.