News

IRA and 401(k) Designated Beneficiary Options
Personal Planner
Each year, IRA and 401(k)s are subject to required minimum distributions (RMDs). Because the distributions start at just under 4% at age 71 and...
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National Work and Family Month
Washington News
In 2003, the U.S senate passed a resolution establishing October as National Work and Family Month. To support families, the IRS published...
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Resources to Help with Debt
Savvy Living
My husband and I, who are both 66 years old, have fallen behind on our mortgage payments and have accumulated quite a bit of credit card debt over the...
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