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Don’t Make These Retirement Planning Mistakes

Ken Perine

Here are some common mistakes people make: Failing to start: It is amazing how many people find so many excuses never to start retirement savings. But no matter how daunting debt or other spending priorities seem, you have to save for retirement on a regular basis, even if it’s only a cursory amount. Over time, […]

Filed Under: Articles Tagged With: retirement

Be Careful About Picking Beneficiaries For Your IRAs And 401(k)s

Ken Perine

Bank accounts, stocks, real estate and life insurance proceeds generally pass to heirs free of income tax. However, inherited retirement benefits can be a different story. Beneficiaries have to pay ordinary income tax on distributions from 401(k) plans and traditional IRAs after they are inherited. (You don’t see the same problem with Roth IRAs – […]

Filed Under: Articles Tagged With: 401(k), beneficiaries, IRA

An Annual Insurance Checkup Can Save You Money Without Hurting Your Coverage

Ken Perine

It really hasn’t been that long since Hurricane Katrina underscored the need for individuals and families to think about how insurance fits into an overall financial plan. Weather-related disasters, however, should be only one part of your assessment – it’s wise to consider if you are adequately insured in case a spouse or partner dies […]

Filed Under: Articles Tagged With: insurance

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