Tuesday, August 11, 2020
Uncle Sam wants your money. He has bills to pay, just like you. And he's been waiting patiently for decades for you to hand over his share of your tax-deferred retirement dollars. He expects some folks to be stubborn about it, so he...
Read More
Thursday, August 6, 2020
Open enrollment season is one of the shortest—in most cases, employees have only a few weeks to research their options and make a decision on things like their 401(k) contributions, health and dental insurance, disability...
Read More
Tuesday, July 28, 2020
At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of having to help your children with college expenses while at the same time looking after the needs...
Read More
Tuesday, July 14, 2020
AT THE MIDPOINT of 2020, we’re mindful that it’s been an extremely challenging year so far in the United States and around the globe. We’re in the midst of a pandemic that continues to impact all of us, our...
Read More
Tuesday, July 14, 2020
Whether you dream of a travel-filled retirement or would prefer to relax and enjoy spending more time at home, you're probably wondering what you can do to make your golden years as stress-free as possible. For many who have spent the...
Read More
Tuesday, July 7, 2020
With the coronavirus shutting done educational institutions and moving classes online, the face of education across the country has changed. While the focus has been primarily on completing the educational requirements to get K through...
Read More
Heading into your retirement years brings a slew of new topics to grapple with, and one of the most maddening may be Medicare. Figuring out when to enroll, what to enroll in and what coverage will be best for you can be daunting. To...
Read More
Tuesday, June 30, 2020
One extra curricular activity that every student should master before heading off to college is personal money management. Typically, a student’s day-to-day spending is done on an ad-lib basis, meaning that overspending is the...
Read More
Monday, June 29, 2020
On June 19, 2020, the Internal Revenue Service announced new guidelines to help those affected by COVID-19 gain more access to retirement plan distributions and loans. The IRS expanded the categories of those eligible, called qualified...
Read More
Monday, June 15, 2020
There is a good possibility that you or your spouse will eventually require some form of long-term care (LTC). According to the Centers for Medicare & Medicaid Services, at least 70% of people aged 65 or older will require some form of...
Read More
Friday, June 5, 2020
Investing with an eye toward promoting social, political, or environmental concerns (or at least not supporting activities you feel are harmful) doesn't mean you have to forgo pursuing a return on your money. Socially responsible...
Read More
Wednesday, June 3, 2020
The COVID-19 crisis has forced companies around the world to suspend dividend payouts to their investors. In fact, through the first quarter of 2020 alone, over 500 companies worldwide have suspended or reduced their dividends this...
Read More
Friday, May 29, 2020
Looking for a tax-advantaged college savings vehicle that has no age restrictions and no income phaseout limits — and one you can use to pay for more than just tuition? Consider 529 savings plans, a popular way to save for...
Read More
Wednesday, May 20, 2020
There’re plenty of people who think negative interest rates are a good policy. But we don’t really think so at the Federal Reserve. And I think it’s an area of real uncertainty in the central banking world. -Fed Chair...
Read More
Tuesday, May 19, 2020
With the decline of traditional pensions, most of us are now responsible for squirrelling away money for our own retirement. In today's do-it-yourself retirement savings world, we rely largely on 401(k) plans and IRAs. However, there...
Read More
Friday, May 15, 2020
In late March 2020, as the number of novel coronavirus cases in the U.S. surged past 100,000, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was passed into law. The CARES Act provides around $2.2 trillion in aid to...
Read More
Thursday, May 7, 2020
Nurses have always been heroes, tirelessly taking care of others while often putting their own health at risk. However, while dealing with the coronavirus, their role has become even more significant. Nurses are on the front lines of...
Read More
Wednesday, May 6, 2020
One of the most historic market crashes ever took place 10 years ago today, with the Dow Jones Industrial Average Index plunging more than 1,000 points, or 9%, within minutes, only to regain most of the losses by the end of the day....
Read MoreTip: How Much? Check your Social Security earnings and see an estimate of your benefits on the Web site, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know...
Read More