Jeffrey J. Furniss - Charter Financial Group

01/01/2024

Flexibility in the estate planning process is key so you can adjust your plans to address changes in your goals or accommodate legislative shifts.

12/28/2023

Retirement Requires a Shift in Mindset: Are You Ready for That?

When you're saving for retirement, your focus is on growth, but once you retire, the focus needs to shift to income, which is a tough adjustment for many. What to do?

10/27/2023

Future retirees plan to work longer, partly due to savings shortfalls

According to a new survey by the nonprofit Transamerica Center for Retirement Studies, 55% of workers plan to work after they retire. That includes almost 20% who plan to work full time and more than a third who plan to work part time. Even more eye-opening: a staggering 15% of all workers expect th...

10/22/2023

10/21/2023

New bill allows unused 529 college funds to become a retirement tool

Beneficiaries of 529 plans will be able to roll over funds from their 529 accounts to Roth IRAs tax and penalty free.

10/19/2023

Roth IRA 5-year rule explained - USA TODAY

The Roth IRA five-year rule states that you can’t withdraw earnings tax-free unless it’s been five years or more since you first contributed to a Roth IRA

09/27/2023

Dementia - Planning for Cost of Care

"I’m simply a daughter who cares about her parents. And I’m a citizen looking around at our irrational health care system and feeling helpless, enraged and scared."

09/24/2023

How to Build Generational Wealth

On generational wealth, how it's created, how it's destroyed, and the problems that arise from obtaining it.

09/22/2023

Making a retirement savings plan and sticking with it can help cushion the blow when market downturns inevitably happen.