Should People In Rockford Buy An Annuity To Help With Retirement? By Antonio Filippone If you are reading this article it is likely you have at least heard of an annuity and are looking for some objective clarification on the following: What is an annuity? What are the different types of annuities? Are annuities expensive? Should I consider buying… Read More
Why Do Rockford Area Residents Need A Durable Power Of Attorney? By Antonio Filippone Most people understand the concept of a Power of Attorney for health care but when it comes to finance it can be a grey area. What is a Durable Power of Attorney? Here is the definition I found on Google. I think it is a… Read More
What Do Rockford Retiree’s Need To Know About Social Security Spousal Benefits? By Antonio Filippone Social Security Spousal benefits are one of the most confusing and often misunderstood benefits when it comes to claiming Social Security. Some common questions that come up when I teach about Spousal benefits are: How Do Social Security Spousal Benefits work? Does A Wife Get… Read More
What Is The Safest Place For People In Rockford To Put Their Retirement Money? By Antonio Filippone When it comes to investing your retirement money no investment is completely without risk. Still when markets get volatile people start to search for more secure options. This can raise important questions: What does it mean to go to cash? When is it ok to… Read More
Will’s Vs. Living Trusts Which Is Best For Rockford Retiree’s? By Antonio Filippone When it comes to taking care of your Estate Plan many people wonder what is better for them a Will or a Living Trust? This raises many questions such as: Do I need to be wealthy to benefit from a Living Trust? How much money… Read More
How Do Rockford Retiree’s Choose The Best Investments In Their 401K? By Antonio Filippone Choosing the best investments inside your 401k plan can be a difficult and overwhelming process. Have you ever called your 401k provider and asked for help in selecting the correct investments for your situation? What kind of an answer did you get? Most of the… Read More
How Retiress in Rockford Can Pay Less Tax on 401k Withdrawals! By Antonio Filippone A little over 10 years ago now Time Magazine said right on its front cover that it might be time to retire the 401k plan and one of the reasons was due to the way it is taxed. By the way, if you would like… Read More
How To Find The Best Financial Advisor In The Rockford Area? By Antonio Filippone Finding the Best Financial Advisor in the Rockford area that is also the right fit for you can be difficult. After all, not all Financial Advisors are created equal, and not all of them will be a good fit. There are just so many things… Read More
What Age Should Rockford Retiree’s Take Social Security Benefits? By Antonio Filippone Figuring out when to take your Social Security benefits can be confusing and it is a question that comes up very frequently. Sometimes it leads to other questions such as: What is the break-even point for Social Security and how does it affect me? What… Read More
Should I Pay OFF My Mortgage Before I Retire? By Antonio Filippone A lot of people think that they have to pay off their mortgage before they can retire. This can lead to some other questions: Is paying off a mortgage early always a good idea? Is it smart to pull money out of my 401k to… Read More
