Setting and Targeting Investment Goals
By Kirtland Financial Services Facebook Twitter LinkedIn Go out into your yard and dig a big hole. Every month, throw $50 into it, but don’t take any money out until […]
Taking Charitable Giving to Another Level
By Kirtland Financial Services Facebook Twitter LinkedIn Did you know that you can gift a new or existing life insurance policy to your favorite charity? When properly designed, a charitable […]
Staying on Track with Your Retirement Investments
By Kirtland Financial Services Facebook Twitter LinkedIn Investing for your retirement isn’t about getting rich quick. More often, it’s about having a game plan that you can live with over […]
529 College Savings Plans: A Cheat Sheet for Common Questions
By Kirtland Financial Services Facebook Twitter LinkedIn Whether your child was just born or is heading toward high school graduation, a 529 savings plan may help you put aside funds […]
Five Ways SECURE 2.0 Changes the Required Minimum Distribution Rules
By Kirtland Financial Services Facebook Twitter LinkedIn The SECURE 2.0 legislation included in the $1.7 trillion appropriations bill passed late last year builds on changes established by the original Setting […]
Life Insurance: How Much Is Enough?
By Kirtland Financial Services Facebook Twitter LinkedIn You may already be aware of the importance of having enough life insurance coverage to handle financial matters that could affect your family […]
Retiring as a Small-Business Owner: What to Know Before You Go
By Kirtland Financial Services Facebook Twitter LinkedIn The thought of retiring may be intimidating for anyone—but if you own your own business, handing your “baby” to new owners might be […]
Integrating Social Security with Other Retirement Plans
By Kirtland Financial Services Facebook Twitter LinkedIn What is it? You may receive retirement and/or survivor’s benefits from sources other than Social Security. Perhaps you are a federal employee, or […]
3 Components of Social Security
By Kirtland Financial Services Facebook Twitter LinkedIn You may have heard Social Security retirement benefits referred to as part of the triad of retirement support that includes Social Security, a […]
Determining Eligibility for Social Security Benefits
By Kirtland Financial Services Facebook Twitter LinkedIn What is it? Before you receive any Social Security benefits, the Social Security Administration (SSA) will need to determine your eligibility. Remember that […]
