A successful retirement is not merely measured in financial terms. Even those who retire with small fortunes can face boredom or depression and the fear of drawing down their savings too fast. Financial Challenges of Retirement Practically all retirees have some financial anxiety. It relates to the fact of no longer earning a...Read More
There is a reason why we focus on educating our clients at Smart Financial. We want to ensure our clients understand retirement tools and how they can affect retirement. If only money came with instructions! If it did, the route toward financial security would be clear and direct. Unfortunately, many have inadequate financial knowledge, and...Read More
Are you making charitable donations this holiday season? If so, you should know about some of the financial “fine print” involved, as the right moves could potentially bring more of a benefit to the charity and to you. To deduct charitable donations, you must itemize them on I.R.S. Schedule A. So, you need to...Read More
You may have seen this statistic before or one resembling it: the average 65-year-old retiring couple can now expect to pay more than $250,000 in health care expenses during the rest of their lives. In fact, Fidelity Investments now projects this cost at $275,000, up 70% from its initial estimate in 2002. The effort...Read More
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