Women and Social Security: Do you really know your benefits? Social Security guidelines for retirement benefits were established all the way back in the 1930’s and were founded on a traditional family situation1. With marriage patterns and caregiving needs constantly...
Congress Looks to Provide More Options for Retirement Savers While changes to traditional IRAs, RMDs offer some benefits, there are tradeoffs. Broad proposals are in the works in the retirement savings arena to ease rules on tax-deferred savings vehicles, make it...
Make Room for Rising Healthcare Costs as Part of Your Retirement Planning Does your retirement plan include strategies to plan for, manage, and even reduce healthcare costs in retirement? It is projected that an average healthy 65-year-old couple retiring this year...
Erica Elliott Named Alloy Wealth CCO (Charlotte, North Carolina – August 25, 2019) Erica Elliott, Director of Operations at Alloy Wealth Management, has been named the Chief Compliance Officer (CCO) at Alloy Wealth. As CCO, Erica will also continue to hold her...
Annual Medicare Open Enrollment Begins October 15 and Runs Through December 7 If you’re already enrolled in Medicare it may be time to evaluate your current coverage, make changes or switch plans during the open enrollment period from October 15 through December 7. If...
