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Kimberly Hegwood
Nov 1, 20212 min read
Planning for Future Healthcare Costs
Healthcare is one of the biggest expenses any person must shoulder, but especially those that are retired. Despite working and saving for...
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Kimberly Hegwood
Jan 30, 20182 min read
What Are the Advantages of A Retirement Trust?
Saving for retirement is often a delicate topic for many people. Whether they are worried about when to save, how much to save, or how to...
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Kimberly Hegwood
Oct 31, 20162 min read
Smart Strategies for Social Security Benefits Taxes
The issue of whether your Social Security benefits are taxed is based on your “provisional income.” This is your adjusted gross...
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Kimberly Hegwood
Oct 25, 20162 min read
Bonehead Mistakes Retirees Need to Avoid
With the excitement of retirement, money can be the last thing you would have on your mind. However, if you have a careless approach to...
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Kimberly Hegwood
Oct 21, 20162 min read
Some Surprising Expenses in Retirement
After working hard and saving your money wisely, you’re ready for a successful retirement. Unfortunately, there can be bumps and hiccups...
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Kimberly Hegwood
Oct 18, 20162 min read
Retirees Help Us Learn from Mistakes
As you get nearer to retirement, there is more pressure to plan ahead. Kiplinger’s article, “4 Big Retirement Regrets That You Should...
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Kimberly Hegwood
Oct 6, 20162 min read
Create Your IRA Exit Plan
IRAs, 401(k)s, 403(b)s and other qualified accounts are popular tools for building a retirement nest egg. But after investing and saving...
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Kimberly Hegwood
Oct 4, 20162 min read
Accumulating Income in the Decumulation Phase of Life: Retirement
Retirement is often called the “decumulation” phase, when retirees are steadily spending down their assets. However, many retirees are...
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Kimberly Hegwood
Sep 30, 20162 min read
Make Lower RMDs When Your Retire
Many of us have invested in a 401(k) or some similar savings plan so that we can enjoy a comfortable retirement. But did you know that...
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Kimberly Hegwood
Sep 23, 20162 min read
Old School Traditional IRA versus New School Roth
Money Magazine says that the generation gap has a new frontier: IRAs. The article, “Why Older Americans Should Get Hip to the Roth IRA,”...
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Kimberly Hegwood
Sep 14, 20163 min read
Reverse Mortgages Are Back in Style
One couple who wanted to live in a community for people 55 and older in an area they had always admired used a reverse mortgage to...
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Kimberly Hegwood
Aug 30, 20162 min read
Tighten Up Those Loose Ends in Your Estate Plan
Loose ends in estate planning can lead to lost opportunities, stress, last-minute fixes or—worst of all—failing to designate money to...
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Kimberly Hegwood
Aug 29, 20162 min read
A Close Look at the Costs for End-of-Life Care
A recent study showed that people in the U.S. fear developing Alzheimer’s disease more than any other major life-threatening...
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Kimberly Hegwood
Aug 26, 20162 min read
The Importance of Beneficiary Designations
THV11’s recent post, “The importance of beneficiary designations,” explains that designating beneficiaries is a very important part of...
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Kimberly Hegwood
Aug 25, 20162 min read
Look out: Medicare Changes on the Way!
The long-term outlook for Social Security old-age and disability benefits is still good, with promised benefits payable until 2034....
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Kimberly Hegwood
Aug 22, 20162 min read
Moving 529 Money Between Beneficiaries is a Piece of Cake
If you have multiple grandchildren with 529 college-savings accounts, can you move some money from one grandchild’s account into the...
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Kimberly Hegwood
Aug 19, 20162 min read
How to Take that First Required Minimum Distribution from an IRA
If you turned 70½ in 2015, you were required to take your first required minimum distribution from your IRA by April 1, 2016. But do you...
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Kimberly Hegwood
Aug 18, 20162 min read
Personal Finance Myths Debunked!
You want to prosper by following tried-and-true principles of effective wealth creation and asset management—not myths passed down from...
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Kimberly Hegwood
Aug 17, 20162 min read
Don’t “Just Wing It” When it Comes to Retirement Planning
After a lifetime of hard work, you want to enjoy a good retirement. You want to do more than just pay the bills and survive. If so, sound...
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Kimberly Hegwood
Aug 16, 20163 min read
Ready…Set…Start your Estate Planning!
Estate plans have several components to help beneficiaries carry out the requests of the benefactor. You want to start tackling those...
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