Financial Planning

Are There Cracks in Your Pension Plan?
retirement

Are There Cracks in Your Pension Plan?

You're counting on pension benefits in retirement. But how secure is your pension plan? We offer some guidance, including a pension calculator, to hel…
December 28, 2020
Time to Book Some Travel Stocks
Becoming an Investor

Time to Book Some Travel Stocks

Many travel companies will revive and even thrive, so take advantage of some exceptional bargains.
December 23, 2020
What You'll Pay for Medicare in 2021
Healthy Living on a Budget

What You'll Pay for Medicare in 2021

For Medicare premiums 2021, look for modest increases in premiums and out-of-pocket costs.
December 16, 2020
Financial Planning We Can Afford
Financial Planning

Financial Planning We Can Afford

You don't have to be a wealthy baby boomer to hire a financial adviser.
December 15, 2020
Your Financial Adviser Wants to Retire, Too
Financial Advisers

Your Financial Adviser Wants to Retire, Too

As the wealth management industry faces a wave of retirements, it's time for you to consider whether your adviser has a succession plan -- and what yo…
December 10, 2020

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13 Smart Estate-Planning Moves
retirement

13 Smart Estate-Planning Moves

Follow this estate planning checklist for you (and your heirs) to hold on to more of your hard-earned money.
December 7, 2020
18 States With Scary Death Taxes
inheritance

18 States With Scary Death Taxes

Federal estate taxes are no longer a problem for all but the extremely wealthy, but several states have their own estate taxes and inheritance taxes t…
December 2, 2020
Bad News for Super Savers
Financial Planning

Bad News for Super Savers

Low inflation keeps thresholds on retirement savings plans in check.
November 25, 2020
Tune Up Your Finances for a Better 2021
Financial Planning

Tune Up Your Finances for a Better 2021

Resolve to start the New Year prepared for whatever life delivers.
November 25, 2020
Smart Strategies to Tackle Your Debt
Coronavirus and Your Money

Smart Strategies to Tackle Your Debt

Millions of Americans facing furloughs and layoffs turned to credit cards to stay afloat. Here’s how to get out from under burgeoning balances.
November 24, 2020
Find Higher Yields for Your Cash
Financial Planning

Find Higher Yields for Your Cash

Interest rates are scraping bottom, but here’s a road map to accounts that will help your money grow.
November 24, 2020
Build a Bond Ladder
Financial Planning

Build a Bond Ladder

Exchange-traded funds give a new twist to an old technique to navigate a tricky market and manage cash flow.
November 23, 2020
Big Changes Likely for Social Security, Medicare Under a Biden Presidency
Making Your Money Last

Big Changes Likely for Social Security, Medicare Under a Biden Presidency

The new president and a fresh Congress will sooner or later have to face the twin safety net programs, both sorely in need of help.
November 10, 2020
Retirees, Make the Most of Your Home Equity
Budgeting

Retirees, Make the Most of Your Home Equity

A home equity loan or home equity line of credit may be perfect for your retirement finances. But don't delay; a fee increase is coming.
November 2, 2020
9 Tips for Better Time Management in Retirement
retirement

9 Tips for Better Time Management in Retirement

These important time management techniques will help destress your life as you get busier -- yes, busier -- in your golden years.
October 14, 2020
Retirees' Guide to Giving for the Greatest Impact
Making Your Money Last

Retirees' Guide to Giving for the Greatest Impact

The need for charity is climbing, particularly to combat the rising poverty, hunger and homelessness from the pandemic’s economic fallout. Here's how …
October 7, 2020
How Snowbirds Can Be Taxed as a Florida Resident
retirement

How Snowbirds Can Be Taxed as a Florida Resident

If you live in a high-tax state during the summer but winter in Florida, you'll likely save big bucks if you can establish residency in Florida.
October 2, 2020
7 Things Medicare Doesn’t Cover
Healthy Living on a Budget

7 Things Medicare Doesn’t Cover

Medicare Part A and Part B leave some pretty significant gaps in your health-care coverage. Here's a closer look at what isn't covered by Medicare.
October 1, 2020
11 Costly Medicare Mistakes You Should Avoid Making
Medicare

11 Costly Medicare Mistakes You Should Avoid Making

If you don't make the right choices to fill in the health coverage gaps, you could end up with high Medicare premiums and big out-of-pocket costs.
October 1, 2020
Your Guide to Open Enrollment
health insurance

Your Guide to Open Enrollment

Your options may look a little different this fall. Meanwhile, the cost of coverage continues to climb.
October 1, 2020
The Annuity With a Tax-Planning Twist
Financial Planning

The Annuity With a Tax-Planning Twist

A qualified life annuity contract helps retirees with guaranteed payments to last their entire lives.
September 21, 2020
Now’s the Time for Estate Tax Planning
Financial Planning

Now’s the Time for Estate Tax Planning

There's a wealth of opportunity with IRS interest rates at an all-time low and the federal estate and gift tax exemption at an historic high.
September 18, 2020
10 Things You'll Spend More on in Retirement
retirement

10 Things You'll Spend More on in Retirement

From reading materials to debt, the demands on your savings during your golden years might surprise you.
September 16, 2020
10 Things You'll Spend Less on in Retirement
retirement

10 Things You'll Spend Less on in Retirement

We spend a lot of time worrying about running out of cash in retirement. But you might be surprised to see some of the things you'll find yourself spe…
September 16, 2020
Uncle Sam’s Bite of Social Security
Financial Planning

Uncle Sam’s Bite of Social Security

Retirement surprise: As much as 85% of Social Security benefits are subject to tax when provisional income exceeds $34,000 on a single return or $44,0…
September 10, 2020