Learn how that could affect your retirement strategy A bull market can promote overconfidence. You may be lulled into thinking …
Potential Income Streams for Retired Women
Could you possibly arrange multiple income sources? On average, women receive 23% less Social Security income than men. In 2014 …
Options for Your Tax Refund
What should you do with the money? A look at some choices. Each year, about 70% of taxpayers receive a …
The Risks of D.I.Y. Investing & Financial Planning
In trying to do it yourself, there’s the chance you could do it all wrong. Many successful people refrain from …
What to Do Before 30 if You Want to Build Wealth
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 …