You worked and saved your entire life so you could enjoy your retirement. However, now that it’s time to enjoy the fruits of your labor, you are faced with many difficult questions about your financial security:
- Am I going to outlive my money? What level of estate planning is necessary for my situation?
- Will my kids get clobbered with taxes when they inherit my assets?
- If necessary, will I be able to afford a nursing home? Will a catastrophic illness wipe out my life savings?
- Am I getting a good return on my investments?
- Is my money safe?
Your Secure Retirement, Inc. was founded by Carol Ward to provide people like you with sound, ethical and straightforward guidance. These days, people are bombarded with mailers, phone calls and seminars offering everything from reverse mortgages to today’s hottest mutual funds. You don’t need to be overwhelmed by all the choices. Your Secure Retirement, Inc. will help you cut through the confusion and identify opportunities that are appropriate for your situation.
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Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
It sounds simple, but paying yourself first can really pay off.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Ascertaining the value of your business is important for a variety of reasons.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Gaining a better understanding of municipal bonds makes more sense than ever.
Regardless of how you approach retirement, there are some things about it that might surprise you.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the potential capital gains taxes due on your transactions.
This calculator will help determine whether you should invest funds or pay down debt.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Smart investors take the time to separate emotion from fact.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
There’s an alarming difference between perception and reality for current and future retirees.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Recent changes in estate tax laws could affect the strategy you have in place.
Understanding the cycle of investing may help you avoid easy pitfalls.