RetirementSavvy

Press Release: There is a rise in the number of people renting homes when they retire, according to Girlings Retirement Rentals, who put this down to changing attitudes and perceptions to renting over the past decade and the many benefits renting in later life can offer. Girlings Retirement Rentals reports a steady growth in enquiries… Read Article →

According to a 2016 study by NerdWallet, households with credit card debt are working themselves out of an average $16,061 hole. With respect to ridding one’s self of the debt chains and getting out of that hole, one school of thought is that credit cards with higher interest rates should be paid off first while the other… Read Article →

Press Release: Years of hard work, planning and saving will pay off for retirement but then leaving it for your children and grandchildren could ruin their lives. During the recent elections, there was discussion about possibly changing the estate tax thresholds. The recommendation has been to raise the estate tax from its current $5.45 million… Read Article →

The following is a guest post from Alexander Joyce, President and CEO of ReJoyce Financial LLC. He’s also a Safe Money and Retirement Income Planning specialist, and has hosted radio shows, such as “The Safe Money and Income Radio Show” and “The Ask Mr. Annuity Radio Show.” Alexander is a licensed professional in Indiana and specializes in working… Read Article →

Developer Bradley McCarthy, an electrical engineer who retired at 46, has developed a very useful app  – iPhone, iPad, and iPod touch devices – for those interested in determining if they are on track to retire comfortably, make adjustments to their withdrawal (decumulation) plan, and track progress as they edge closer to retirement. The app uses… Read Article →

Countdown to Financial Freedom: Your Path to a More Meaningful, Active, and Vibrant Retirement Paperback: 202 pages Publisher: Balboa Press (2016) Mark Avallone is the founder and President of Potomac Wealth Advisors, LLC, an independent financial advisory firm, serving clients through holistic financial planning and wealth management. In Countdown to Financial Freedom, Avallone offers practical guidance to help readers pursue financial freedom… Read Article →

The Cross-Border Family Wealth Guide: Advice on Taxes, Investing, Real Estate, and Retirement for Global Families in the U.S. and Abroad Hardcover: 272 pages Publisher: Wiley (2017)The goal of the book is to provide a practical guide on the cross-border wealth ownership and transmission for globally mobile families. The Cross-Border Family Wealth Guide’s table of contents… Read Article →

In a new report, The Asset Value of Whiteness: Understanding the Racial Wealth Gap, authors Amy Traub, Laura Sullivan, Tatjana Meschede, and Tom Shapiro accurately note issues of racial inequity are increasingly at the forefront of America’s public debate and probe the causes of the racial wealth gap. The racial wealth gap – different from… Read Article →

The following is a guest post from Randy Becker, a retirement planning professional and owner of the Becker Retirement Group in Bellevue, Washington. He has 30 years of experience in the insurance industry and holds a degree in personal financial planning from Metropolitan State College of Denver. Can you imagine going on an extended vacation without making… Read Article →

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