by Maxwell Licary | Jan 8, 2024 | Retirement
9 Facts About Retirement Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. Regardless of what approach you intend to take,...
by Maxwell Licary | Jan 8, 2024 | Social Security
Whether you’re applying for Social Security in the future or currently receiving benefits, there are some important changes to earnings limits, Medicare premiums, and other differences to keep in mind. Ready to learn more? Read on. Ready for a Cost-of-Living (COLA)...
by Maxwell Licary | Jan 8, 2024 | 401(K), Retirement
While many people are familiar with the benefits of traditional 401(k) plans, others are not as acquainted with Roth 401(k)s. Since January 1, 2006, employers have been allowed to offer workers access to Roth 401(k) plans. And starting in 2023, retirement rules were...
by Maxwell Licary | Jan 8, 2024 | Finance
Imagine driving a car without a basic understanding of the rules of the road or even how to operate it. Scary thought. Here’s another scary circumstance – one that is all too real. Many Americans are making financial decisions with minimal financial knowledge of...
by Maxwell Licary | Jan 8, 2024 | Retirement
Despite these challenges, a wise strategy can give women reasons to be hopeful. Get clear on your vision. Do you want to spend your retired years traveling, or do you envision staying closer to home? Are you seeing yourself moving to a retirement community, or do you...
