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Helping to Care for Aging Parents
Many adults are finding that their aging parents are in need of health care assistance. Luckily, there are many options available today to help your parents grow old gracefully, either in their own home or in a facility, and several...
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Considerations When Purchasing Life Insurance
Discussing the importance of owning life insurance can be a sensitive topic — after all, few people like to talk about death. However, if others depend on your support, or if you have substantial assets that you wish to transfer...
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Riding It Out: Strategies to Help Survive the Ups and Downs of the Market
While visiting an amusement park this summer may not be possible for everyone, the stock market has provided a number of exhilarating rides to make up for it. Following are some tips for holding on. Keep a big-picture perspective....
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Wealth Building Strategies While Raising a Family
Raising a family is rewarding ─ and expensive. Consider taking these steps to support your family financially through a program of smart investing. Building a career and raising a family requires management skills. Juggling your time,...
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Five Strategies for Tax-Efficient Investing
After factoring in federal income and capital gains taxes, the alternative minimum tax, and possible state and local taxes, your investments' returns in any given year may be reduced by 40% or more. Here are five ways to potentially...
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Identity Theft and Taxes
Identity theft is one of the fastest growing crimes in America affecting millions of unsuspecting individuals each year. A dishonest person who has your Social Security number can use it to obtain tax and other financial and personal...
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I'm Changing Jobs. What Should I Do With the Money in My Retirement Plan?
Changing jobs is an important decision – one that many of us are making more often. Once you've decided to switch jobs, your next move is to determine what to do with the money in your former employer's retirement plan. Four...
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How to Reduce Your Credit Card Debt
As of 2020, the average credit card balance has reached over $6,200. It is not uncommon to see credit cards with interest rates as high as 24%, and the higher the rate, the more you will pay over time if only paying the minimum amount...
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Tax Strategies for Retirees
Nothing in life is certain except death and taxes. -- Benjamin Franklin That saying still rings true roughly 300 years after the former statesman coined it. Yet, by formulating a tax-efficient investment and distribution strategy,...
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Proper Financial Planning: Critical for Women
A key goal of investing for retirement is making sure you save enough to make your money last throughout your lifetime. On this score, women may need to save more than men. The current life expectancy of a female at birth is roughly 81...
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Spring Cleaning: 8 Tips for Tidying Up Your Personal Finances
Spring cleaning doesn't just mean dusting off those bookshelves in your living room (which, by the way, probably haven't been dusted since you moved in) or vacuuming cobwebs off your ceilings (always great fun). Spring cleaning can...
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How to Tally Your Social Security Benefits
While the Social Security Administration has stopped mailing annual statements, you can still calculate your (approximate) retirement benefits.
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Health Care Options in Retirement
For Americans turning 65, signing up for Medicare is a rite of passage. It's also the entrance to a labyrinth of choices and tradeoffs. This article can help you untangle the way through it.
Read MoreThe Importance of Having a Financial Sounding Board
When you have financial questions or ideas, you need someone to listen.
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