Leaving your digital legacy

Senior Adviser, CFP®, Ken Moraif, and Money Matters •
Kiplinger
Cyber security concept: closed padlock

My mom, who passed away a few years ago, was a very careful and meticulous person who kept a notebook with all of her online account passwords. Mom was also a Morse code operator in the Royal Air Force during WWII, so all of her passwords were in code. I was lucky: She told me

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4 ways to map out your retirement journey

Fortune Financial Group, president, and Christopher Scalese •
Kiplinger
Boy reading the map in the forest

From technical glitches on the New York Stock Exchange to economic turmoil in Greece, in today’s information era of 24-hour news cycles, it can be easy to let emotions seep into your investment decisions. As you approach and transition into retirement, buy-and-hold waiting games in times of double-digit fluctuations can be scary and impractical. The

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Leave your loved ones a generous legacy, not a tax bill

Founder, Investment Adviser Representative, Gary Mastrodonato, Masters Wealth Management Group, and CEO •
Kiplinger
silhouette of grandmother and little granddaughter play at sunset

One of the most important things you’ll have to consider when drawing up a comprehensive financial plan is how you want to live in retirement. Ironically, a vital part of that discussion will be deciding what you want to happen when you die. Many Baby Boomers want to leave money to their children and, like

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How do you know when you’re ready to retire?

Founder, Investment Adviser Representative, Gary Mastrodonato, Masters Wealth Management Group, and CEO •
Kiplinger
Senior woman reading a book

There has long been this image — perpetuated by advertisements, TV shows and movies — of a guy in his mid-60s who just can’t wait to retire. He’s excited to move to Florida. Or finally travel to Paris. Or to golf … or gamble … or just sit on his couch and read books about

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