Retirement
4 Steps Women Can Take to Help Prepare for Retirement
4 Step Process to Help Women Prepare for Retirement Many men and women may approach money management and financial wellness
March 20, 2021
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Retirement Planning News
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Retirement
10 Year-End Tax Planning Tips
10 Tax Planning Tips to Help You Wrap Up 2020 As we get closer to year-end, many people are concerned
March 12, 2021
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Retirement
2021 RMD Requirements: Questions & Answers
Questions and Answers for common 2021 RMD Requirements and Annuity Fair Market Value Letters.
March 3, 2021
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Annuities 101
How Much Does a $100,000 Annuity Pay Per Month?
A $100,000 Annuity would pay you $472 per month for the rest of your life if you purchased the annuity
February 19, 2021
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Social Security
Social Security Benefits For Divorced Spouse
What are the Social Security Benefits for Divorced Spouse? Typically, the Social Security Benefits for divorced spouse is greater of
January 21, 2021
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Retirement
The Secure Act & Your IRA: What You Need to Know
What is the SECURE Act? The SECURE Act passed on May 23, 2019, at 11:35 by the Yays and Nays:
January 14, 2021
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8 Step Retirement Planning Guide
Retirement Planning Guide: 8 Steps to a Better Future Financial planning is probably not on your top ten list for
December 25, 2020
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Social Security
Can You File and Suspend Social Security Benefits?
Today’s column addresses questions about withdrawing an application for a retirement benefit; is file and suspend Social Security a possibility
December 24, 2020
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Retirement
Beware: The Threat Of Rationing Care For Your Aging Parents
Rationing of care to people coming to the emergency room is upon us. Elders will be deemed “less likely to survive” just because of age. Beware, stay home and be safe!
December 24, 2020
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Retirement
Who Can Still Stretch an Inherited IRA?
5 Eligible Beneficiaries who may still be eligible to “stretch” an inherited IRA.
December 24, 2020
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Retirement
IRS Reduces RMD Amounts For IRAs And 401(k) Plans
The new rules are expected to begin in 2022 slightly reducing the required minimum distribution (RMD) for retirees.
December 24, 2020
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What is a Self-Directed IRA and is it a Good Idea?
What is a Self Directed IRA? Is it a Good Idea for Retirement Savings? What Is a Self-Directed IRA? A
December 17, 2020
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Kiara Caudill
I spent the first 10 years of my career as a clinical mental health therapist and I saw firsthand that finances play a large role in one’s happiness.
A good financial plan is not only important to your financial health it’s also important to your mental health.
I approach financial planning from a behavioral finance perspective using a goals-based approach. Kiara holds a B.A. Degree in Psychology from Goshen College and an M.A. in Clinical Mental Health Counseling from Valparaiso University.
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