Suggestions for families whose adult children have moved back home letsmakeaplan.org/financial-topi…

CFP Board Ambassadors Marguerita Cheng, CFP® (BluOceanGlobalWealth), Dan Keady, CFP®, Cheryl Costa, CFP® (@cherylcostacfp) and Steven Podnos, CFP® share their insights on what makes retirees successful in this MarketWatch article. on.mktw.net/3cHSu9D #LetsMakeAPlan

As the mother of a 20-something looking to buy his first home, I was happy to work with Geoff Williams on this article realestate.usnews.com/real-estate/ar…

Getting a part time seasonal job has never been easier or more lucrative and it can help you stay on budget - think of all the gifts you can buy using the employee discount! letsmakeaplan.org/financial-topi…

Potential buyers should check whether an association has adequate financial reserves, and try to make sure there isn't a problem that could require a special assessment. on.barrons.com/3qrLIKU

Great article - remember, after you buy your house the repairs and maintenance can be costly - I tell my clients to plan on spending 1-3% of the purchase price ANNUALLY for upkeep wsj.com/articles/buyin…

46/ Those are my big takeaways so far. If you found this helpful, please like (or retweet!) the beginning of the string to help me share it with others. And of course, I'll be watching closely for any new info and sharing! This final GIF kinda sums me up!😜 'Hammer Out! 🔨👊

CFP Ambassador @CherylCostaCFP specializes in helping retirees and near-retirees. Here’s her advice for helping the newly widowed navigate those overwhelming first few months: bit.ly/3aoJS9e Rethinking65 #CFPpro #financialplanning

Buying life insurance is not only beneficial, but also easier than you might think. Discover useful insights for young adults considering a life insurance policy from CFP Board Ambassador Cheryl Costa: bit.ly/3GBDsRg #LetsMakeAPlan #LifeInsurance #FinancialPlanning

As usual - lots of great ideas from ⁦Veronica Dagher⁩ - thanks for the mention! wsj.com/articles/the-f…

Fidelity says medical costs average $157,000 over a 20 year retirement which sounds scary but that translates to $656 per month which may be less than some people pay prior to retirement so try to keep these figures in perspective nytimes.com/2023/06/30/you…

Medical cost projections seem frightening, but when you break them down, they’re similar to what you may be already paying, says CFP Board Ambassador @cherylcostacfp. Read more in this The New York Times article: nyti.ms/44EaA4o #CFPpro #Retirement

🚨Breaking News🚨 In Notice 2023-54, the IRS just answered the #1 question on many advisors’ minds… Q: Do beneficiaries subject to the 10-Year Rule who inherited from someone dying on/after their RBD need to take an RMD this year? A: NO! (At least not for 2023) Full text of

SECURE Act: Non-spouses have 10 years to withdraw an inherited IRA. Prop. Regs.: If decedent was subject to RMDs, maybe you need to take distributions every year. Notice 2022-53: We’ll let you know in 2023. Notice 2023-54: We’ll let you know in 2024. irs.gov/pub/irs-drop/n…