We may not be able to see into the future, but we should try to prepare for it We don’t …
“MY” MONEY‚—OR “OUR”MONEY?
The pros and cons of pooling finances with your significant other Some couples face a difficult (and sometimes awkward) question …
How to manage your 401(k) when you switch jobs
This article considers all options for managing funds in a former employer’s retirement plan. In the past, baby boomers and …
PROCRASTINATION IS THE BIGGEST BARRIER TO ESTATE PLANNING
Putting it off and dying “intestate” may not be the legacy you want to leave your loved ones The pandemic …
Optimizing Required Minimum Distributions
Required minimum distributions take on added urgency as you approach (and reach) age 73, with specific rules and tax implications …
The elusive buy/sell strategy of perfect timing
Trying to buy or sell assets based on absolute market highs or lows may produce lower returns. Buying low or …
BEYOND RETIREMENT: CONSIDER YOUR OTHER GOALS
Retirement savings isn’t the only financial goal you should consider in your lifetime. There are other milestones that you ought …
Taking a Hike
Four ways interest Rate Hikes Can Affect Your Finances Unless you live on another planet, you are fully aware of …
Rekindle the Romance
Your 401(k) Offers You Valuable Benefits You Just Can’t Find Anywhere Else In the midst of economic adversity, market volatility, …
Managing a Budget During Your Retirement
Retirees face a critical task in managing their income and expenses to ensure that they can support their lifestyle and …