Posts with the category ‘Retirement’

What Happens to My Retirement Assets in the Event of a Divorce?

Prepared by: Financial Planning Association Federal law requires that participants in employer-sponsored retirement plans designate their spouse as their beneficiary unless the spouse waives this right in writing. Assuming that you and your spouse adhered to this practice, a document known as a Qualified Domestic Relations Order (QDRO), which is part of a divorce settlement, specifies how retirement assets are divided. A QDRO specifies the amount or portion of a plan participant’s benefits that are paid to a spouse, former… Read More

3 Retirement Planning Tips for Couples After Valentine’s Day

Prepared by: LifeHealth Pro Failing to address what it takes to save enough for retirement could result in anything but a sweet surprise down the road. This Valentine’s Day, most couples likely spent their dinner dates reminiscing about meeting for the first time, gushing over well-selected gifts and commenting on how lucky they were to get a reservation on such short notice. It’s a safe bet to assume that they didn’t discuss their retirement plans. Learn more here.  

Retirees: Six tips for volatile markets

Prepared by: Fidelity Investments Your portfolio and withdrawal strategy can help you weather ups and downs of the market. A big drop in the value of a retirement portfolio is enough to give any investor pause. But when you are living off your investments in retirement or nearing that point, it may feel like the stakes are higher than they were when you had years or decades before you would start to use your money. So retirees need a plan… Read More

Saving for Retirement and a Child’s Education at the Same Time

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2015. You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your retirement and your child’s education at the same time can be a challenge. But take heart–you may be able to reach both goals if you make some smart choices now. Know what your financial needs are The first step… Read More

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Martin Higgins is a registered representative and investment adviser representative of Mutual of Omaha Investor Services, Inc., a securities broker/dealer and registered investment adviser. Member FINRA / SIPC. There is no contractual relationship between Family Wealth Management and Mutual of Omaha Investor Services, Inc. Martin Higgins can only do business in states in which he is registered. The information presented on this web site is intended for educational purposes only, and is not intended to replace the advice of an attorney or qualified tax professional.