Money On Tap

Target date funds are a taking center stage. Are these easy to use retirement planning strategies or just setting us up for retirement failure? The post When Target Date Funds …. Hit The Fan! appeared first on Money On Tap. Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed i...

Discover Solutions to Insurance In This Changing Menu of Long Term Care.   The post Long Term Health Care Second Course appeared first on Money On Tap. Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a pension or annuity covering thei...

The enormous rising costs of healthcare and insuring your ability to plan for these are what's happening today on Money On Tap.   The post Long Term Health Care… It's What's For Dinner appeared first on Money On Tap. Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income c...

We have all felt the irritation and pain of being judged. Many of us are even critical of ourselves. Welcome to the No Judgement Zone, prepare to rid ourselves of limiting mindsets and start talking about dreams and goals. Even better lets start creating a plan on how to accomplish them. The post The No Judgement Zone! appeared first on Money On Tap. Do I really need $1.16 million to retire? Not n...

Delaying retirement may not sound like the ideal plan but more and more people are discovering how meaningful and fulfilling this can be. The post Delaying Retirement appeared first on Money On Tap. Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a...

One of the greatest privileges is for us to speak into the next generation. Learn about lessons others have taught us and are valuable to leave behind. The post Investing In The Next Generation appeared first on Money On Tap. Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed...

One of the largest wealth transfers is upon us. Learn what you need to know in order to deter the tax man. The post The Best Way To Inherit An IRA appeared first on Money On Tap. Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a pensi...

Hindsight is 20/20. Discover 9 of the most common money mistakes that you can avoid. The post 9 Common Money Management Mistakes appeared first on Money On Tap. Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a pension or annuity cove...

Explore With Us One Of The Building Blocks Of Great Personal Finance.   The post Financial Inventory – Where do you Stand Financially appeared first on Money On Tap. Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a pension or annuity...

Some Spend Others Save, Chances Are If You Are One, You Married The Other. Have Fun! Learning How To Be Successful Together In Marriage. The post Marriage & Finances appeared first on Money On Tap. Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a...

Annuities- 5 Questions To Ask If They're Right For You The post Annuities – 5 Questions To Ask If They're Right For You appeared first on Money On Tap. Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a pension or annuity covering thei...

401Ks – Great! Now What? The post 401Ks – Great! Now What? appeared first on Money On Tap. Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a pension or annuity covering their core expenses can retire securely on far less, because thei...

10 tips in this Market to Maintain Sanity & Control   The post The Markets Are Out Of Control – Are You? appeared first on Money On Tap. Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a pension or annuity covering their core expenses...

Buyer Beware! Look Before You Leap. The post Buyer Beware appeared first on Money On Tap. Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a pension or annuity covering their core expenses can retire securely on far less, because their...

Maybe It's Time For An Investment Makeover The post Evaluating Your Investment appeared first on Money On Tap. Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a pension or annuity covering their core expenses can retire securely on fa...

Who Thought The Two Would Become One? We Uncover Multiple Ways To Save More Money On Your Taxes… The post Saving Money…. On Your Taxes… appeared first on Money On Tap. Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a pension or annui...

All Four Walls The post Building Your Financial House appeared first on Money On Tap. Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a pension or annuity covering their core expenses can retire securely on far less, because their wit...

We Take A Break From Our Regularly Scheduled Programming To Answer Some Of Your Questions! The post Listener Questions appeared first on Money On Tap. Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a pension or annuity covering their...

Maybe It’s Time For An Investment Makeover!! The post Evaluating Your Investment Style… appeared first on Money On Tap. Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a pension or annuity covering their core expenses can retire secur...

Market Drops Are Inevitable–Being Prepared Can Leave You In A Better Place The post Are You Prepared For Market Drops? appeared first on Money On Tap. Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a pension or annuity covering their...

What Investors Think, And How Advisors Plan For Retirement Income….   The post Bridging The Planning Gap! appeared first on Money On Tap. Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a pension or annuity covering their core expense...

The Most Sweeping Tax Code Update in 30 Years and What This Means for Corporate and Personal Taxes… The post 2018 Tax Cut! You Keep More Of Your Money! appeared first on Money On Tap. Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a...

Nine Things You Need To Know About the Big Republican Tax Reform Bill—Filtering Through The Noise The post Trump Tax Bill appeared first on Money On Tap. Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a pension or annuity covering th...

Layering Your Retirement Income With Tax Efficiency In Mind… There are a lot of ways to help minimize taxes. When working with our clients, we talk with them about creating balance. Saving taxes is important now, but many times, people forget about saving taxes in the future too. How much will this mean for them […] The post Tax Free Streams Of Income appeared first on Money On Tap. Do I really ne...

Five Retirement Land Mines: Avoiding These Can Help You Get Where You Want To Be! In today’s world, with so many factors in play there are things you have to be careful of when investing.  Now of course, you can’t avoid all of these landmines, but you need to be aware of what they are, […] The post Five Retirement Landminds appeared first on Money On Tap. Do I really need $1.16 million to retire?...