By Jessica Searcy Kmetty
Are you taking advantage of the Saver’s Credit? According to the 19th Annual Transamerica Retirement Survey, only 29% of workers with household income less than $50,000 even know about this credit, and only about 12% of eligible taxpayers actually claim it.
Life insurance and annuities can bring protection and retirement income that help people meet their financial needs and goals. When you buy these items, you get the opportunity to name beneficiaries who will receive distributions after you pass away. This article provides insight into why you name beneficiaries and how that helps protect you and your estate.
Many Americans have taken steps in recent years to protect their personal information, but savvy cybercrooks have overcome some of those defenses.
If you have not taken measures to protect yourself, it may be a good idea to consider your options.
Individuals can take four basic steps to help protect themselves against identity theft. These steps are represented by the acronym SCAM.
By Jessica Searcy Kmetty
Financial planning is not a one and done process. While we have many discussions with clients about their goals during the development of their plan, we know that things will pop up along the way that can cause goals to change. In some cases, these are decisions that are made after personal reflection warrants a change. But sometimes, we are forced to change our goals.
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