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February 20, 2023

How much do you think you need to retire with ease?

How Much Do Investors Say They Need to Retire? At Least $3 Million

February 3, 2023
The Market Tanked, but Americans Kept Piling Money Into Their 401(k)s

December 23, 2022
Families can make a tax-free rollover from 529 plans to Roth individual retirement accounts starting in 2024

December 12, 2022

There’s A Little Bit of Good News for Americans Close to Retirement



November 24, 2022
How to Keep Your Retirement on Track When Inflation Is Up and the Market Is Down

October 19, 2022
Required minimum distributions are simple, or, not very simple at all...The Best Way To Take Required Minimum Distributions


September 4, 2022
Damage Threshold
How to Handle Required Withdrawals From Retirement Accounts

August 9, 2022
The amount of life insurance you need should certainly be discussed with an expert, however, this article can help you.
How Much Life Insurance Do I Need?

July 25, 2022
"You don’t have only two choices about money in your 20s — either be super-frugal or YOLO. In reality, you can do both."Gen Z Thinks ‘The Money Will Come Back.’ Will It?

June 3, 2022
Sometimes it’s good to be boring!
Boring is Better for Top-Performing 401(k) Retirement Funds

April 25, 2022
Prepared for retirement?
Buck Up, Boomers. You're Still Better Off Than Your Parents.

March 7, 2022
Keep your retirement on track!
6 Questions to Answer About Your 401(k) Plan Today

February 22, 2022
Are you prepared for an early retirement?

Here Are 3 Things 401(k) Millionaires Should Consider Before Retiring Early

February 1, 2022
Are You Financially Ready To Retire?


December 14, 2021
Easy resolution to keep: Play with your phone for five more minutes!

The iPhone Feature to Turn On Before You Die


December 14, 2021
If retirement is close for you, with stock volatility up, it may be time to bring down your exposure...

Hit your retirement savings goal? It may be wise to unload some stocks

November 29, 2021
How much can you spend in retirement? Are your numbers going down?

Bad news about retirement withdrawals underscores how much uncertainty too many Americans face

November 1, 2021
10 Ways to Save More for Retirement

Try these strategies to boost your retirement savings without significant sacrifices.

October 25, 2021
Year-End Retirement Planning Deadlines for 2021

Try these last-minute strategies to qualify for retirement savings tax breaks.

October 13, 2021
Good news! Social security benefits are going up real big in '22. Bad news...

Social Security COLA 2022: How Much Will Benefits Increase Next Year?

September 17, 2021
"Most people only think taxes are fair when someone else is paying them"

Proposed Tax Changes Focus on the Wealthy


June 24, 2021

Do you feel wealthy today? How much would make you feel wealthy?

What Does It Take to Truly Feel Wealthy?

June 2, 2021
Your 401(k) fees could cost you half a million dollars in retirement


April 17, 2021

Should you claim social security earlier, or later? It depends on you...

Forced to Retire? Don't Claim Social Security Just Yet

March 29, 2021

Wait, wait, don't wait for your IRA contribution, although you now can...until May 17.

Americans have until May 17 to contribute to their 2020 IRAs or health savings accounts

March 18, 2021

You do want to retire, don't you? Then pay attention to your 401(k)!

How Is Your Retirement Money Invested? No Clue, Say Americans

February 24, 2021

If you want to achieve the maximum wealth possible for yourself, don't pay it off early.

The Opportunity Costs of Paying Off Your Mortgage Early

December 15, 2020

Regular or Roth for retirement? A question so easy that most people get it wrong. Here is help to get it right.

Don’t contribute to your 2020 IRA until you read this


November 30, 2020

If You got out of the market here's why you don't want to wait to get back in

If You Left the Market, Don’t Wait to Get Back In

November 18, 2020

Do you know your what your current mortgage rate is? If not, it's too high.

1 in 4 Americans don’t know this crucial fact about their mortgage. How it can cost them

November 09, 2020

Are Biden's tax plans going to clobber you?

Biden Defeated Trump to Win the Election. Here’s How Much You Would Pay Under His Tax Plan.

October 27, 2020

Change is coming your retirement plan!

Big Changes May Be Coming To 401(k), IRA And Other Retirement Plans

October 20, 2020

Choosing who gets the life insurance money seems simple but it rarely is...

How to Choose a Life Insurance Beneficiary When You Have Multiple Children

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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