Some key financial steps that you could take. Your twenties are the perfect time to save and invest. Do it …
Smart Financial Moves in Your 40’s and 50’s
These crucial years call for action. Today, retirement may seem nearer to you than it once did. The following moves …
A Look at the Gift Tax Exemption
How much can you gift in a year, and a lifetime? Federal tax rules allow you to give away millions …
Lump-Sum vs. Monthly Pension
Weigh the tradeoffs before you make your decision. Lifelong income or one large payment? Companies that sponsor traditional pension plans …
Do You Consider Taxes as You Invest?
A few astute moves could help promote a better after-tax return. As you weigh risk vs. return, you may risk …
How Inflation Threatens Retirees
Its effect is subtle, yet significant. Even mild inflation eventually reduces the value of a dollar. If consumer prices rise …
What is the Opportunity Cost of Achieving a Goal?
With the stock market hitting all-time highs on a what seems like a daily basis, now is the time to …
Service Specialist or Advisor?
With the Department of Labor’s proposed changes, a lot of firms have changed the way that they do business. This …
What are you crossing off your bucket list?
A river cruise in Europe. RVing the lower 48 states. Scuba diving in Bali. Spending the night on the ice …
More Women Drive Financial Decision Making, But Fewer Seek Professional Advice
By default, single women have always taken responsibility for managing household wealth, but the latest in a series of ongoing …