MEDICARE OPEN ENROLLMENT – PITFALLS AND OPPORTUNITIES
If you’re like most people, the information you receive about Medicare through the mail, from insurance agents, or talking with friends, family, and co-workers is confusing! And the …
FIDELITY BROKERAGELINK: DESIGNED FOR SAVVY INVESTORS WHO WANT MORE CHOICES
Are you a savvy 401(k) investor who prefers to do your own investment research? If so, Fidelity BrokerageLink could be a useful tool for you.WHAT IS BROKERAGELINK? Fidelity …
THE BENEFITS OF ADDING AN AUTO-INCREASE TO YOUR 401(K) CONTRIBUTIONS
As a pilot, you have many factors to consider when planning for your retirement; 401(k), pension (if retired military or if PBGC through an airline), Social Security and …
CHARITABLE TRUSTS
A charitable trust is a trust established for the dual purpose of donating to charity and providing for a non-charitable beneficiary (such as your children). When a charitable …
LOSING AN ENGINE ON TAKEOFF
Empathy gap is the inability to predict your own future behavior under stress. In other words, the likelihood of you making an emotional decision instead of an intellectual …
HOW ARE RMDS CALCULATED?
RMDs, or Required Minimum Distributions, are calculated by dividing your traditional IRA or retirement plan account balance by a life expectancy factor specified in IRS tables. Your account …