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Kimberly Hegwood
Aug 15, 20163 min read
Attention Gen Xer’s: Mid-Life Planning is Calling
Generation X is hitting middle age! Bummer, to be sure. However, there’s still plenty of time to boost retirement security. If you need...
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Kimberly Hegwood
Aug 12, 20162 min read
Get the Whole Family Involved with Estate Planning!
Hopefully you and your spouse have already begun the communications concerning your respective ideas for retirement. And ideally you...
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Kimberly Hegwood
Aug 9, 20162 min read
Make That Required Minimum Distribution go Directly to Your Favorite Charity
Congress used to wait until the end of the year to extend the law that let people make a tax-free donation of up to $100,000 from their...
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Kimberly Hegwood
Aug 8, 20162 min read
Make the Most of Your Social Security
When you work, some of your income (currently 6.2% of eligible wages) is withheld for Social Security tax. When you retire, you’re...
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Kimberly Hegwood
Aug 1, 20163 min read
Planning Ahead for Medicaid
The good news is that you’re going to live a long life. The bad news is that you may face the difficult transition of requiring nursing...
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Kimberly Hegwood
Jul 8, 20163 min read
Roth IRA or Traditional IRA? That is the Question
When we’re all trying to save more money for retirement, the options can be confusing. For instance, is it better to put money in a Roth...
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Kimberly Hegwood
Jul 7, 20162 min read
Retirement Planning 101
If you plan to retire in the next 20 years, you need to start looking at your options and plan to make more informed decisions about your...
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Kimberly Hegwood
Jul 4, 20163 min read
Retirement Advice from TV’s Golden Girls
Baby boomers are heading toward retirement, and some are already there, as the oldest members of the generation turn 70 this year. This...
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Kimberly Hegwood
Jun 27, 20162 min read
Hedge Your Bets with Long-Term Health Care Planning
Long-term care planning is something most Americans fail to do for themselves or for their loved ones. This can put adult children in a...
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Kimberly Hegwood
Jun 24, 20161 min read
The 411 on Health Savings Account Rollovers
Kiplinger’s recent article, “Rolling over Retirement Savings to a Health Savings Account,” advises that you can make a tax-free rollover...
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Kimberly Hegwood
Jun 17, 20162 min read
The Three Top Fears in Retirement
Baby boomers have begun to think about several concerns as they prepare for retirement. A recent survey found that of the top fears of...
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Kimberly Hegwood
Jun 16, 20162 min read
Figuring Out Long-Term Care Insurance
According to mysuburbanlife.com‘s recent article “Understanding Long Term Care Insurance,” the U.S. Department of Health and Human...
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Kimberly Hegwood
Jun 13, 20164 min read
15 Ways to Mess up your Retirement
A recent article on gobankingrates.com, “15 Mistakes Even Smart People Make in Retirement,” spells out common mistakes people make in...
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Kimberly Hegwood
Jun 1, 20162 min read
Hold Off Erasing All Memories of Tax Season!
The Business Journal reports in “Taxes done? Not so fast… Here are 3 things to think about” that there are several things to think about...
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Kimberly Hegwood
May 16, 20162 min read
How to Go About Retiring These Days
Don’t Panic! An important lesson of the devastating 2007-09 downturn is that even in the worst of times, recoveries can occur in a...
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Kimberly Hegwood
May 13, 20163 min read
Focus on Your Retirement with Clear Vision
As you plan your retirement, you should determine how you will spend your time, the details of your retirement budget, and the source of...
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Kimberly Hegwood
May 6, 20162 min read
Golden Keys to a Successful Retirement
#1: Set your goals: Write down your goals and objectives. This will make them real, and you’ll have a better chance of achieving them....
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Kimberly Hegwood
May 5, 20163 min read
Financial Regrets That Will Haunt You Forever
Financial regrets—we’ve all had some. But in “8 Financial Decisions You’ll Regret Forever” Kiplinger asked financial planners and...
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Kimberly Hegwood
May 2, 20162 min read
How to Afford Your Retirement
Take a look at Kiplinger’s “12 Ways to Go Broke in Retirement” and learn how to avoid them. Relying on a single source of income....
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Kimberly Hegwood
Apr 26, 20162 min read
Young Hispanics Need to Start Saving for Retirement
CNN Money’s article, “The retirement crisis facing Hispanics,” reports that part of the reason for this is that many Hispanics—especially...
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