Financial Planning & Management

• At what age you should retire?
• How much money should you have in a 401k when you retire?
• Which is better a revocable or irrevocable trust?
• What is the best month to retire in 2021?
• Do you have to report inheritance money to Social Security?
• What is the maximum Social Security benefit in 2021?
• What is the most important rule of money management?
• What can executors claim as expenses?
• Can you access a deceased person's bank statement?
• Should your house be paid off when you retire?
• Do I have to claim my State Pension or is it paid automatically?
• What are the 4 types of trust?
• What is a good rate of return for an annuity?
• How do I get full tax-free retirement income?
• Is it better to retire at the end of the year or beginning of new year?
• Who pays the beneficiaries of a will?
• How much cash should I have in savings?
• Does a trust protect from lawsuit?
• How much money can you make and still get SSI 2022?
• Can you recharacterize an excess Roth contribution?
• Can I retire on $8000 a month?
• What happens to property not in a trust?
• Can I retire at 62 with 800k?
• Is it OK to retire at 50?
• How much does the average couple retire with?