Wellington Adams Financial Group, Inc.

04/29/2020

A Guide to 401(k) Vesting

Find out how long you need to stay at a job to keep your 401(k) match.

04/27/2020

How to Support Your Retired Parents Without Sinking Your Own Retirement Plans

Setting limits is key.

04/24/2020

Don’t Give Your Kids An Inheritance, Give This Instead

It turns out that one out of three Baby Boomers who received an inheritance spent it within two years, according to research conducted by Dr. Jay Zagorsky, Senior Lecturer at Boston University Questrom School of Business, based on data from the Federal Reserve and a National Longitudinal Survey f...

04/22/2020

Taxes in Retirement: How All 50 States Tax Retirees

We rated every state, plus Washington, D.C. on how retirees are taxed. We considered taxes on Social Security and other retirement income, as well as tax exemptions for older residents, as well as the state's overall income, property and sales taxes.

04/20/2020

TIP: Avoid these Medicare mistakes. They could be costly with high premiums and big out-of-pocket expenses.

If you don't make the right choices to fill in the health coverage gaps, you could end up with high Medicare premiums and big out-of-pocket costs.

04/17/2020

In case you missed it – here are the 10 most tax-friendly states in 2019.

These 10 states impose the lowest taxes on retirees, according to Kiplinger's exclusive 2019 analysis of state taxes.

04/16/2020

We are a local financial services firm located in York, Pennsylvania. Our goal is help you achieve your retirement dreams. Schedule a complimentary retirement consultation with us to find out how you may make your retirement dreams your reality. Call (855) 793-2409 or visit https://bit.ly/2RIQqDq to schedule your appointment.

04/15/2020

Your bucket list may not be worth what you think it is. Here’s why:

Problem is, unless you pay attention to your goals and take action to achieve them, a bucket list risks becoming a place where dreams go to die.

04/13/2020

Planning on working past 65? Your social security benefits and Medicare premiums may be affected.

Earning just $1 more could mean a bigger Medicare bill, if your income is on the threshold.

04/10/2020

Here are ways women can WIN with the Secure Act. Contact us to learn more!

The legislation wasn't designed only for women, but there are four distinct ways they can take advantage with these retirement planning opportunities.

04/08/2020

As you plan for retirement – have you considered how active your community is? Use these tips to help you find an activity.

Smart tips to help you find the right place for you to land in retirement.

04/06/2020

Planning your retirement? Let’s play the Retirement Flash Card Game! These thought-provoking questions are designed to help you picture what you want in your golden years.

Turn the drudgery of retirement planning into a game with a series of conversation-sparking flash card questions. Play along to see what your answers, and those of family or friends, might reveal.