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
Durable vs General Power of Attorney: Which is best for Retirees in Rockford? 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. See also: What is a Durable Power of Attorney? Here is the definition I found on Google. I… Read More
Social Security Spousal Benefits: What Retirees in Rockford Need to Know 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
Safest Investment or 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 Retirement? 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 to choose the best 401K investments for retirement? 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 answer did you get? Most of the time… Read More
How to pay less tax on 401k, 401b, IRA or Other Retirement Account 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 & Planner 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 is the best age to take Social Security benefits in retirement? 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
