by Craig Moser on January 3, 2020
Naming your IRA beneficiary requires serious consideration. Completing the IRA beneficiary designation form is part of your overall estate planning. Because the outcomes vary depending on your choice, you should understand the options. Your Spouse For many, naming your spouse […]
Continue Readingby Craig Moser on November 22, 2019
Transfer on death (TOD) registration allows you to pass the securities you own directly to another person or entity (your “TOD beneficiary”) upon your death without having to go through probate. By setting up your account or having your securities […]
Continue Readingby Craig Moser on November 8, 2019
Women have made significant strides over the years. However, as a group, they continue to face a risky retirement. Here are some tips on how women can prepare for retirement. Only 12% of women are “very confident” in their ability […]
Continue Readingby Craig Moser on October 25, 2019
When it comes to retirement, there are many things to look forward to. There are also things to take precautions against. Here are four retirement concerns many people often have. If any of them are causing you stress, please give […]
Continue Readingby Craig Moser on October 11, 2019
There’s a saying that “Failing to plan is planning to fail.” When certain life-changing events happen, it’s so important that we create a plan, or adjust your existing one. This is the single best way to ensure you keep moving […]
Continue Readingby Craig Moser on September 13, 2019
Having a strategy to generate income you can’t outlive can give you peace of mind. To help defend your future against inflation, market ups and downs, unexpected expenses, and longevity, I encourage you to build a diversified income plan. Funding […]
Continue Readingby Craig Moser on July 19, 2019
Let’s face it, you know all of your financial information, or at least who to contact to get it. But do you share that information with your family? If not, I suggest creating a roadmap to locate important financial information. […]
Continue Readingby Craig Moser on June 21, 2019
These days, planning for retirement isn’t just a luxury. It’s a necessity. Retirement has become too complex to just pick a day to stop showing up for work. You have to factor in savings, expenses, taxes, and other spending. And […]
Continue Readingby Craig Moser on June 7, 2019
A revocable living trust is a unique way to own property today and transfer it to the beneficiary you choose at the time of death. It’s an estate planning tool that doubles as an effective financial planning tool. Here are […]
Continue Readingby Craig Moser on May 10, 2019
At age 70 1/2, you begin taking Required Minimum Distributions (RMDs), from your IRA or qualified plan. To determine the amount, divide your account balance on December 31 of the previous year (adjusted for outstanding rollovers and transfers) by your […]
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Customized Social Security Benefit Summary
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Financial Organizer
to summarize all aspects of your financial affairs
Portfolio Evaluation
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