June 08, 2020

It may be easy, but it may not be the most effective option for you and your retirement plan.

Is your target date investment letting you down?

April 15, 2020

Can it possibly be easier to buy life insurance in the age of the pandemic? Yes - you can do it!

Life Insurance Companies Go To Plan B During The Coronavirus Pandemic

March 26, 2020

CARES Act increases flexibility to get to or not get to your retirement funds now!

What's this item about? What makes it interesting? Write a catchy description to grab your audience's attention...

March 05, 2020

The stock market is down seriously from recent highs. Should you start buying? It depends on, you!

Should You Buy the Dip Is a Question Only You Can Answer

January 10, 2020

The new Secure Act can help your children reach their goals, not only improve your retirement prospects...

New Law Expands Uses for 529 College Savings Accounts

December 16, 2019

No! You aren't too late to save on taxes this year. You can start here…

Seven Tips For Cutting Your Taxes By Thousands Before Dec. 31

October 17, 2019

Choosing the right benefit elections in open enrollment season is super important. Do you need help? Start here.

A Checklist for Open Enrollment Season

If you're signing up for employer-provided benefits, don't just re-up for last year's choices; read this first.

September 07, 2019

Are you retiring within ten years? The stakes are high and will be even higher as you close in. Don't make unforced errors.

Opinion: 10 mistakes nearly everyone makes when saving for retirement

August 23, 2019

Timing the stock market is really tough stuff. Taxes make it even tougher on you.

The Taxman Says, Stay Invested

Timing the stock market is difficult enough, even without the IRS' contribution.

August 05, 2019

How to mess up a variable annuity

Are you considering annuities for retirement? Do "guaranteed" returns excite you? Are you sure you can't lose?

July 22, 2019

Educate, encourage and empower your employees!

Does Your Company's 401(k) Employee Education Meeting Address These 5 Topics?

May 29, 2019

Four ways to get the most out of your 529 college savings plan

529 Day was… yesterday. Did you contribute to a child’s 529 plan? Or are you one of 7 in 10 who don’t even know what a 529 plan is?

April 15, 2019

Bigger 401(k) Contributions Are Easier for Empty Nesters

February 21, 2019

Stop celebrating your tax refund — it’s a 0% loan to the government

December 17, 2018

Want to Cut Your Tax Bill? Then Keep Reading and Call Your CPA

November 11, 2018

Do Your Kids a Favor and Pick Retirement Savings for You Over Tuition for Them

October 29, 2018

Why ultra-low fees can be a serious red flag for unwary ETF investors

August 27, 2018

Forget the 401(k), Stem Cell Benefits May Let You Cheat Death

Access to the fountain of youth might be the next killer employee benefit, but don’t skip the 401(k) because you’ll still need money to live forever!

August 10, 2018

Vanguard Warns of Worsening Odds for the Economy and Markets

"The odds have worsened. Surely it’s better to be prepared." NYTimes @jeffsomer with sound advice on Vanguard Group's somber economic outlook.

July 23, 2018

Should You Pay Down the Mortgage or Invest?

How you can answer the age-old question: Should I pay down the mortgage or invest?

May 10, 2018

Is There a Gender Gap in Saving for Retirement?

Women report solid confidence managing finances in all areas "but investing". 'Mommy penalties', earlier retirement and longer life expectancy mean help can be crucial to success.

April 30, 2018

Why You Should Hire a Financial Planner, Even if You’re Not Rich

March 26, 2018

What It Was Like to Finally Write My Will

Even if you haven't written one, you have a will. It was written by the state that you live in, and they barely know you!  Get started on your "Will to-do list" from Sunday's NY Times: get a lawyer, decide on beneficiaries, name an executor, name a guardian for young kids, and more...

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