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retirement

Insurance Medicare Prescriptions
February 26, 2020in Insurance 0 Comments 0 Likes

Interview: Medicare Expense Planning

If you are approaching the age of 65, you’ll soon be eligible for Medicare coverage.  For many of us, this sounds like a respite from the annual changes to your health insurance. But what will a switch to Medicare mean …

by Sara Stanich
Cash Flow Can I Afford to Work Part-Time?
November 8, 2018in Cash Flow 0 Comments 0 Likes

Can I Afford to Work Part-Time?

Wouldn’t it be great to have an extra day each week to run errands, spend time with your family, or just relax? But can you afford it?

As a mom, I have often thought that part-time work would be the …

by Sara Stanich
Cash Flow Your Financial Garden in 5 Easy Steps
October 8, 2018in Cash Flow 1 Comments 0 Likes

Your Financial Garden in 5 Easy Steps

My core clientele are busy professionals and entrepreneurs. They are ready to get serious about building their financial future, but don’t know where to start, and don’t have time to figure it out.

Maybe I’ve been spending too much time

…

by Sara Stanich
Planning Retirement Saving for the Self-Employed
October 3, 2018in Planning 0 Comments 0 Likes

Retirement Saving for the Self-Employed

Being your own boss has a lot of perks. Unfortunately, having a workplace retirement plan and an 401(k) match isn’t one of them.  Even if you’re running the business of your dreams and never planning to fully retire, everyone wants …

by Sara Stanich
October 2, 2013in Retirement 2 Comments 0 Likes

Tax Advantages of Retirement Accounts

This is the sixth post in my “Taxes for Your Family” series.

I’m always surprised when people don’t take advantage of tax-advantaged retirement accounts. Don’t they realize it’s the best deal Uncle Sam has going?

Calculating Taxes Up And Down -  Tax Benefits of Saving for Retirement, tax advantages of retirement accounts, tax benefits of retirement plans

Here are four …

by Sara Stanich
October 3, 2012in Cash Flow 0 Comments 0 Likes

Building Financial Confidence (My Video Debut!)

building financial confidence in your familyI was thrilled to recently be a part of “The Karen Walrond Show,” a web TV show with episodes at CafeMom.com.

The topic of our discussion was “building financial confidence”.  Karen made the point – which I often find …

by Sara Stanich
October 3, 2012in Cash Flow 0 Comments 0 Likes

Building Financial Confidence (My Video Debut!)

building financial confidence in your familyI was thrilled to recently be a part of “The Karen Walrond Show,” a web TV show with episodes at CafeMom.com.

The topic of our discussion was “building financial confidence”.  Karen made the point – which I often find …

by Sara Stanich
September 24, 2012in Divorce 8 Comments 0 Likes

Divorce & Your Money: Retirement Assets

diamond ring - divorce and your money - retirement assets and divorceThis is the sixth post in my “Divorce & Your Money” series. Also watch this podcast interview on retirement assets and divorce. 

For many, retirement savings in a 401(k) or IRA may be their biggest financial asset.  Here …

by Sara Stanich
September 19, 2012in Retirement 1 Comments 0 Likes

Company Stock in a Retirement Plan? Consider NUA

Company Stock in Retirement Plan, company stock and retirement plan, net unrealized appreciation, NUA stock

 

If you are changing jobs or retiring, and shares in your company stock are part of your retirement plan, you have an additional option to consider when you transfer this asset out of the company plan.  Net Unrealized Appreciation …

by Sara Stanich
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