July 24, 2020

It always feels good to get your taxes filed — a little later this year because the COVID-19 pandemic pushed the filing date from April to July. Unfortunately, the outbreak also opened up a door for scammers to prey on people amidst the confusion and emotion that come...

June 26, 2020

You’ve saved loads of money for your retirement. But do you know how to spend it?

You may think that sounds like the easy part — who doesn’t love to spend money? Yet determining how much or how little to spend can be confusing. You don’t want to overspend early in your...

May 31, 2020

As you plan your estate, you want to know your beneficiaries won’t be saddled with a big tax bill along with their inheritance. Purchasing life insurance can help you avoid those penalties that come with money passed down through other means.

You can purchase whole life...

April 22, 2020

The country has plunged into difficult financial territory with the recent COVID-19 outbreak. We have been through this territory before with the Great Recession over a decade ago and the economic struggles post-9/11. Each time, patient investors have found their inves...

March 24, 2020

Right now, the country is going through something most of us have never experienced before. The barrage of news about coronavirus can feel scary and overwhelming as you worry about yourself, your friends and your family.

That’s why we wanted to focus on some positives r...

March 3, 2020

When you retire, you will face a lot of fun choices. Sleep in or get up early? Travel the world or stay home? Host the next get-together with friends, or go to someone else’s house?

There’s no wrong answer to any of those questions. But you will also face more serious r...

January 23, 2020

A recent feature on NBC News depicted a shocking scenario: Elderly and disabled people, booted out of their nursing homes, no place to go and no one to help them.

Alas, while these scenes are heartbreaking and troublesome to anyone with a heart, they aren’t uncommon. Nu...

December 16, 2019

Taxes are an inevitable part of life, whether you’re still working or you’re retired. When you enter retirement, your funds may be more limited, and you don’t want to get a surprise tax bill when you have less financial flexibility.

That’s why you need to plan ahead for...

November 5, 2019

You started out with the best of intentions. You meant to start contributing to your 401K right out of college, but you were trying to put all your extra money to paying down your student loans, and suddenly you’re almost 40 and your retirement savings are woefully low...

September 26, 2019

With so many Boomers now well into retirement and Generation X poised to follow, the issue has become one of great importance at the national level. That sparked the recent introduction of the Setting Every Community Up for Retirement Enhancement (SECURE) Act in Congre...

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