Italy is a dream destination for many travelers. It is a beautiful country with a rich history, stunning architecture, and delicious cuisine. No wonder that Italy is one of the most popular travel destinations in the world right now. Vanessa and I had the good fortune to be invited to a wedding in Italy and I wanted to share some travel tips that we learned while on the journey in hopes it may help you if you choose to go there one day.
Do you have a long-lost retirement account left with a former employer? Learn how to identify lost retirement accounts and reclaim your money.
A look at some Social Security basics everyone should have in mind as they approach retirement age.
Retirement is a big deal. In fact, it’s right up there with getting married, buying your first home, or having a baby. And as it is with any major life change, a bit of forethought and planning can go a really long way with helping you get the best out of your golden years. So let’s discuss retirement planning. Specifically, I want you to think about your retirement in two major “buckets”.
As we move through 2023, the global economy has been experiencing some significant changes. Unfortunately, one of these has been the failure of several prominent U.S. banks; specifically, Silicon Valley Bank, Signature Bank, and First Republic Bank. Understandably, these failures have caused many retired or soon-to-be retired Americans to question whether they can rely on their banking partners for the long haul. This is an important topic, so let’s discuss it.
One of your largest retirement expenses is your tax bill. But herein lies an opportunity. And that’s strategic Roth conversions during your retirement gap years. If executed correctly, this strategy can significantly reduce your tax bills over years or even decades. And that means increased odds of preserving your retirement savings for a longer period of time.