What is the 4% percent rule?The 4% rule is a general rule used to determine the amount a retiree should withdraw from a retirement account each year. This rule is intended to provide...
Posted by Elliot Kravitz, ATP on 11/25/2019
It's an inevitable fact: in our crumbling retirement system, millions of older Americans have no way to retire in dignity. Individual workers want a full pension and are ready...
Posted by Elliot Kravitz, ATP on 11/05/2019
You've buckled down for quite a long time, and now you need to make the most of your golden years. In case you want to have a pleasant way of life in retirement, you are likely...
Posted by Elliot Kravitz, ATP on 10/23/2019
An annuity is a contract that exists between you and an insurance company to cover specific objectives, such as lifetime income, principal protection, legacy planning or care cost...
Posted by Elliot Kravitz, ATP on 07/25/2019
Planning for retirement is a multi-step process that evolves. To have a secure, comfortable, and enjoyable retirement, you must create the financial cushion to fund it. Please pay...
Posted by CORE PERFORMANCE on 07/31/2022
When preparing for your retirement, one of the most important decisions you have to make is the age at which you want to commence claiming Social Security benefits.The first time you...
Posted by CORE PERFORMANCE on 02/22/2022
Retired seniors are part of the most vulnerable people in any society. They are susceptible to various issues that can cause a problem for them if left unchecked. As a result,...
Posted by CORE PERFORMANCE on 01/27/2022
If you've taken a break from the Required Minimum Distributions (RMDs) in 2020 due to the CARES Act, we hope you had a great vacation and are ready to come back and update your...
Posted by CORE PERFORMANCE on 12/10/2021
Every new retiree should ensure that they take full advantage of all tax breaks they get, especially if they are on a fixed income. Don’t forget that you need to confirm your...
Posted by Karen Munoz, EA on 09/20/2021
