Tags Retirement Income

Tag: Retirement Income

Articles

Social Security Benefits When A Spouse (or Ex-Spouse) Dies

Finishing Well - April 15, 2021 0

If your spouse passes away during working years, you are eligible to receive Social Security benefits on their record starting as early as age...

Articles

Do I pay income tax on my Social Security benefit?

Finishing Well - April 6, 2021 0

Once you know your combined income, you’ll be able to figure out how much of your Social Security benefit is taxable. If the only income...

Articles

Life Insurance and Pre-Existing Conditions: What can I get?

Finishing Well - March 30, 2021 0

The answer to this question is yes, absolutely. No matter your pre-existing condition, there is almost always a life insurance policy that will accept...

Articles

Why should I choose a CFP® Professional as a financial advisor?

Finishing Well - March 24, 2021 0

All CFP® professionals, in accordance with the code of ethics, must adhere to the fiduciary standard. Being a fiduciary requires CFP® professionals to make decisions...

Articles

Calculating Required Minimum Distributions (& why you should look at them before retirement)

Finishing Well - March 18, 2021 0

Like we mentioned above, RMDs are the government’s plan for your distributions. You will want a plan of your own, which will distribute your...

Articles

Short Term Care Insurance: A long term care solution for those with pre-existing conditions

Finishing Well - March 11, 2021 0

Many people end up using short term care insurance as a solution due to the fact that they have pre-existing conditions. While everyone has some...

Articles

The 2 Paths of Medicare Explained

Finishing Well - March 3, 2021 0

What are the 2 paths of Medicare? Almost everyone on Medicare is going to have Part A and Part B, which make up Original Medicare....

Articles

Understanding your Social Security Statement

Finishing Well - February 23, 2021 0

When planning for retirement, you will want up-to-date information. You can get this by downloading your most recent Social Security statement online. The website to...

Articles

Understanding your Social Security Statement

Finishing Well - February 23, 2021 0

All Social Security statements also have a section titled “Some Facts about Social Security.” In this section, it talks about how Medicare and Social...

Articles

2021 Taxes for Retirees Explained

Finishing Well - February 18, 2021 0

Qualified dividends tax rates are just something to keep in mind when tax planning, especially in retirement. How do I lower my 2021 taxes in...

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Tag: Retirement Income

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