Retirement Articles
Articles, guides and FAQs on retirement strategies, financinal news and trends to enjoy your retirement
Did you know: Once you turn 70 ½, you are required to make your first minimum withdraw from your traditional IRA. Even if you don’t need your savings for living expenses, you are still required by law to start taking out required minimum distributions (RMDs) by the following April 1 after you turn 70 ½.…
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If you worked with a UMA agent to save money on your Medigap plan, you might be planning a vacation with that extra cash. But did you know that you may be missing out on a variety of additional senior travel deals? Our team is dedicated to saving you money — and not just on…
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Whether or not you’ve taken the time to plan your estate, you still have one. An estate is everything you own, including your car, home, life insurance, furniture, and investments. What is estate planning? Estate planning involves deciding what will happen to your estate when you pass away: who receives what and when they receive…
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Retirement should be a time of comfort and relaxation — and maybe one or two tropical vacations. But many retiring seniors find themselves in a place of fiscal hardship, either due to poor financial planning or rising federal costs, that cause unwanted stress and difficulties. “Millions of Americans retire every year without first seeking financial…
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Whether it’s a bucket-list trip to visit the Eiffel Tower or a cross-country road trip to see family, seniors are traveling more than any generation before them. But unfortunately, like many others across the nation—51 percent of seniors find booking travel to be difficult and oftentimes overwhelming. Below are our top tips to make reserving…
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