Random Roger's Retirement Planning
NOVEMBER 13, 2023
A couple of interesting retirement planning items from my reading today. First are two articles about people's reluctance to start to spend down their retirement savings from Kitces and Morningstar , it is a difficult psychological pivot to go from accumulating to decumulating. This makes sense to me. It's ok, it happens.
Clever Girl Finance
NOVEMBER 16, 2022
From debit cards to your bank accounts and bank account numbers, and driver's license numbers, a lot of your personal information can be compromised. You'll find out your driver’s license can also be affected by this, so it's essential to understand what to do if someone steals your identity related to your license.
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Yardley Wealth Management
OCTOBER 26, 2020
Social Security Retirement Planning . Sure, if you have a diagnosis or medical condition where your doctor doesn’t think you are going to live very long, go ahead and take your benefits early. We are a fiduciary, fee-only financial planning, and wealth management firm in Yardley, Pennsylvania (that’s in Bucks County).
Clever Girl Finance
NOVEMBER 16, 2022
Usually needed for jobs, enrolling in school, obtaining a driver’s license, benefits, insurance additions, etc. Remember this is different than a marriage license, which you don't keep. Retirement plan contributions. Paid medical bills (from the final payment of specified treatment). Death Certificates.
Brown Advisory
APRIL 28, 2020
Although lenders’ requirements may vary, small business and nonprofits should be prepared with the following items in order to give themselves the best chance of receiving a PPP loan: Articles of incorporation/organization, accompanied with board resolutions specifying authority to apply for a loan Bylaws/operating agreement Drivers’ license(s) for (..)
Brown Advisory
APRIL 28, 2020
Drivers’ license(s) for primary application signer . family medical leave pay for each employee. documentation showing the total of all health insurance premiums paid by the nonprofit or business under a group health plan for all employees. Bylaws/operating agreement . IRS Form 990 or appropriate income tax return.
Clever Girl Finance
NOVEMBER 20, 2023
In that case, you may want to see if another person close to the deceased is willing to take on the responsibility of planning the event if desired. Generally, these assets include bank accounts, investment accounts, and retirement plans.
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