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Tag: retirement

New retirement savings program suits Vermont’s small business economy

Jun 08, 2017
Some states, including Vermont under the guiding hand of Treasurer Beth Pearce, the Governor’s support, and bi-partisan efforts, have taken it upon themselves to help more working families save by creating a state-based public retirement option.

2019's Best State to Retire

Jan 21, 2019
Published by WalletHub, 1/14/19 - Retirement might be the end of your career, but it doesn’t have to be the end of financial security or life satisfaction. Retirement generally coincides with the age at…

Should you consider using an HSA as a Retirement Vehicle?

Sep 19, 2019
What does health care have to do with retirement? Plenty, and there’s an investment vehicle that can help. Health Savings Accounts (HSAs) are an option that most people don’t consider for retirement. As…
Making Sense of Medicare

Making Sense of Medicare

Jul 24, 2017
Medicare is a complex program with many rules, regulations, and moving parts. If consumers fail to enroll at the right time, they can face serious penalties. If they don't buy sufficient insurance to cover…

Five Things You Should Know About the New Estate Tax Exemption

Oct 03, 2018
Estate planning is a critical component to some Americans overall financial plan and there are some things that you should know about the new estate tax exemption. The Tax Cuts and Jobs Act of 2017…

Kiplinger: State by State Guide to Taxes on Retirees

Feb 11, 2019
Kiplinger has published a state by state guide to taxes on retirees on their website. Check out the guide by clicking here and see how states stack up on taxes that affect retirees.  

7 Ways that an Interest Rate Cut from the Feds Impacts Retirees

Aug 05, 2019
Posted on Bankrate.com; Written by Sarah Foster: Borrowers may celebrate a Federal Reserve rate cut, but it just might put many retirees in a pinch. The U.S. central bank on Wednesday reduced borrowing…

Health Savings Accounts as a Retirement Investment Vehicle

Sep 05, 2019
What does health care have to do with retirement? Plenty, and there’s an investment vehicle that can help. Health Savings Accounts (HSAs) are an option that most people don’t consider for retirement. As…

Social Security COLA for 2020 will be 1.6 percent

Nov 07, 2019
Mary Beth Franklin, Investment News 10/10/19 - The Social Security Administration announced Thursday that benefits and the maximum amount of wages subject to payroll taxes will increase by 1.6% in 2020,…