I went to the local Fidelity branch a couple of weeks ago to give them a filled out form for a free international wire transfer. I saw other clients being greeted and led into the offices in the back. ...
Pension Choices: Lump Sum, Single Life Or Joint & Survivor
Note from the Editor: This is a guest post from long-time reader Horton. As an actuary, he's the real pro in crunching numbers! *** While corporate pension plans are on target to follow the way of ...
Retiring Early: Effect On Social Security Benefits
Social Security has a flat 6.2% tax rate, up to the maximum wages covered by Social Security ($132,900 in 2019). Social Security benefits bear some positive relationship with your covered wages and ...
401k Match Policies: Every Payroll and True-Up
Contributing enough to the 401k plan in order to get the full employer match is among the most basic rule in saving and investing. When it comes to matching your 401k contributions, employers can do ...
Polepole: Anti-FOMO In Preparing for Retirement
My wife and I came back from our trip to Kenya. We achieved our primary goal of climbing Mount Kenya. My wife was able to get on Nelion and Batian, the highest two peaks in Mount Kenya. According to ...
2019 Social Security COLA
[Updated on October 11, 2018.] The official announcement for 2019 Social Security cost of living adjustment (COLA) came out. The COLA in 2019 will be larger than in 2018, but it's actually bad ...