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
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
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
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.
Change is coming soon....to your retirement plan!
Big Changes May Be Coming To 401(k), IRA And Other Retirement Plans
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
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?
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
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...
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
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
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
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.
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
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.
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?
Educate, encourage and empower your employees!
Does Your Company's 401(k) Employee Education Meeting Address These 5 Topics?
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?
Is Hiring an Advisor 'Worth It'?
Bigger 401(k) Contributions Are Easier for Empty Nesters
5 ways target-date funds let investors down
Stop celebrating your tax refund — it’s a 0% loan to the government
Want to Cut Your Tax Bill? Then Keep Reading and Call Your CPA
The Big Millennial Life Insurance Gap
Do Your Kids a Favor and Pick Retirement Savings for You Over Tuition for Them
Why ultra-low fees can be a serious red flag for unwary ETF investors
4 Financial Steps To Consider Before You Start A Family
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!
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.
Should You Pay Down the Mortgage or Invest?
How you can answer the age-old question: Should I pay down the mortgage or invest?
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.
Why You Should Hire a Financial Planner, Even if You’re Not Rich
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...
Please reload
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
September 4, 2022
Damage Threshold
How to Handle Required Withdrawals From Retirement Accounts
