March 3, 2020
As you tackle washing windows, cleaning carpets, and sorting out the garage, don’t forget to consider your finances. Check out these tips to successfully spring clean your finances.
Articles
February 28, 2020
Employers are legally obligated to withhold payroll and income taxes from their employees' paychecks. As an employee, you should review withholding taxes so that you understand what is being taken...
February 25, 2020
News that the coronavirus has spread to South Korea, Italy, Japan, and Iran, has led to massive selling around the globe, with many European markets closing down more than 4%. U.S. stock markets ar...
February 22, 2020
If you file by the end of February, you should receive your check within six weeks. But, if you delay and file in April when the Internal Revenue Service is inundated by forms from other last minu...
February 18, 2020
The Social Security Administration has stopped mailing out most yearly statements, but you can estimate your retirement benefit online.
February 13, 2020
Unlike earlier generations of retirees, who paid off first mortgages and retired at the family homestead, some of today’s baby boomers are looking to capitalize on home equity to enhance their ret...
February 10, 2020
You’re already sharing a life, now it’s time to share some important info to get your matrimonial journey off to a great start.
February 10, 2020
For all employers, offering retirement benefits can play a fundamental role in recruiting and retaining qualified employees. Yet, despite the obvious advantages that come with helping workers save ...
February 10, 2020
If you are preparing to change jobs, do you know what your choices are for managing the money in your current employer's retirement plan? Although many people choose to take a cash distribution, th...
January 28, 2020
Today, there is financial advice readily available on dozens of sites, blogs and tools. Is a real-world, human advisor still worth it for the modern investor?
January 24, 2020
With the decline of traditional pensions, most of us are now responsible for squirreling away money for our own retirement.
January 21, 2020
Do you know the differences between a CFP, a CFA and a CPA? Read this blog to learn what certifications to look for in a wealth advisor.
January 14, 2020
Are you in your 30s and falling behind on retirement savings? It’s not too late for you to take advantage of all that the markets have to offer. Follow these tips to get started.
January 14, 2020
If you’re a Millennial and unsure of how to invest wisely, here are five tips to get you started.
January 10, 2020
The Setting Every Community Up for Retirement Enhancement Act of 2019 – the SECURE Act – passed the House of Representatives earlier this year and was approved by the Senate and signed by President...
January 7, 2020
For some, $1,000 is a drop in the bucket. For others, it’s a fortune. Regardless of what it means to you, here are some ways to put it this money to work and improve your life.
January 3, 2020
That saying still rings true roughly 300 years after the former statesman coined it. Yet, by formulating a tax-efficient investment and distribution strategy, retirees may keep more of their hard-e...
December 31, 2019
Although vacations can offer wonderful experiences and memories, they shouldn’t get in the way of retirement savings. Here’s how to find the balance and work both into your life.
December 30, 2019
If you want your money to last, if you want to live comfortably in your 60s, 70s, 80s and beyond, you should consider some common concerns, including:
December 27, 2019
Now that you've officially joined the ranks of pre-retirees — people who are around five or ten years away from retiring — you probably have a much better idea of what you want. It's time to put th...
December 24, 2019
When financial trouble strikes, falling deeper into debt is one thing you want to do your best to avoid. Make sure you have an emergency fund set up to stay protected.
December 17, 2019
For many years, the conventional wisdom has been that you need to save $1 million for a comfortable retirement. Is this still an accurate (or realistic) goal?
December 16, 2019
When it comes to saving for retirement, maybe you've done everything right. You started early, maxed out your 401(k) plan, invested in a diversified portfolio and avoided costly mistakes, such as c...
December 13, 2019
There are no great secrets where tax planning and tax-cutting are concerned. The principles around which all tax-cutting strategies revolve can be reduced to six basics.
December 11, 2019
Congress permanently extended the rule allowing taxpayers to exclude from taxable income certain IRA distributions made directly to a qualified charity. Otherwise known as qualified charitable dist...
December 10, 2019
After you receive stock dividends, you have two options—keep the cash or reinvest it back into the company. Make sure you know the pros and cons before making this decision.
December 3, 2019
Every type of investment has its pros and cons and gold is no exception. Here’s what you need to consider when thinking about adding gold to your portfolio.
November 26, 2019
When deciding how to manage your finances, is it better to put more funds toward retirement or homeownership? Follow these guidelines to help determine what’s best for you.
November 19, 2019
Whether it’s compound interest, long-term market gains, tax incentives or increased home equity, there are numerous ways you can start investing $5,000 today. Here are some suggestions.
November 12, 2019
The possibility of a recession is always an unsettling thought. However, savvy savers and spenders know how to properly prepare beforehand. Follow these steps to get ready for the next economic dow...
November 5, 2019
An employer-sponsored 401(k) is by far one of the most powerful tools for establishing and growing investments, no matter how much cash you have on hand. Here’s how to choose the best investment fu...
October 29, 2019
Many people are using loans to buy a car (a record number of people, actually). Before you attempt to pay off your vehicle and bring that balance to zero, consider the benefits and downsides.
October 22, 2019
No one knows when the next recession will occur, but there are reliable, nearly recession-proof investment strategies out there. Here are just a handful that can help you be prepared.
October 15, 2019
Have you decided it’s time to work with a financial advisor? Here are a few pointers on what to bring to that all-important first meeting with your new financial partner.
October 10, 2019
Does it ever feel like choosing the right investments is information overload? Here’s simple advice that can help you get started.
October 3, 2019
No matter how proactive a saver you may be, no matter how diversified your portfolio or robust your 401(k), one question still keeps you up at night—will Social Security be there when you retire?
September 26, 2019
Thinking about partnering with a financial advisor to manage your money? Keep an eye out for these warning signs—such as a lack of transparency, and cagey behavior around questions of compensation.
September 24, 2019
Whether you’re looking for blogs, videos with live analysis, or a ticker that keeps tabs on your portfolio, there are plenty of websites that can help you keep up with retirement news.
September 19, 2019
Whether your primary focus is retirement, saving for your children’s college education, worldwide travel or all of the above, diversifying your investment portfolio is an absolute must. Here’s what...
September 12, 2019
Should you put additional money in your 401(k)? The short answer is yes. But be mindful of your retirement goals, employer’s vesting schedule and annual contribution limits.
August 13, 2019
Never met with a wealth advisor before? Read this post to learn what to expect and how to prepare for your initial consultation.