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         Financial Planning Blog

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Avoid These Common IRA Mistakes Thumbnail

Avoid These Common IRA Mistakes

Avoid Rollover Mishaps – Money moved from an employer’s retirement plan should be transferred directly from the 401k plan to the custodian of your IRA. The check should be made payable to the custodian of your IRA account, not to you.

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Medical Expenses in Retirement Thumbnail

Medical Expenses in Retirement

Outliving your money is one of the greatest fears of individuals and couples planning for retirement. This is largely driven by uncertainty around medical expenses. Medical expenses will represent one of your largest expenses after housing and transportation.

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