wealth creation
5 Things to Teach Your Kids about Money and Happiness
5 Things to Teach Your Kids about Money and Happiness
To be happy and independent, kids need to know a thing or two about money. Here are five suggestions for helpful money lessons that parents should sha…
August 15, 2022
Grandparents: Now is the Time to Contribute to Your Grandkid's 529 Plans
Grandparents: Now is the Time to Contribute to Your Grandkid's 529 Plans
With new changes to the FAFSA process, you can “superfund” their college savings – without affecting their financial aid status.
August 15, 2022
5 Things to Consider When Weighing a Job Change
5 Things to Consider When Weighing a Job Change
Financially speaking, the decision to stay or go is about more than just salary. Take a holistic look at your offer before deciding to take the leap t…
August 14, 2022
2 Risks People Face If They Retire in Tough Economic Times
2 Risks People Face If They Retire in Tough Economic Times
You’ve reached your retirement age, but our economy is on the rocks. What should you do?
August 13, 2022
Are You Rich?
Are You Rich?
You might be surprised. It depends on how you measure it, and the bar is changing.
August 12, 2022
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How to Steer Your Retirement Portfolio Through the Storm
How to Steer Your Retirement Portfolio Through the Storm
Right now, it feels like there’s an economic challenge around every corner. But the good news is you can still protect your nest egg.
August 12, 2022
3 Dated Rules of Thumb Retirees Should Think Twice About
3 Dated Rules of Thumb Retirees Should Think Twice About
The tried-and-true investing and saving rules of thumb retirees depend on may no longer be as reliable as they hoped. Don’t let dated “rules” steer yo…
August 11, 2022
The Good News About Recessions for Investors
The Good News About Recessions for Investors
Yes, an official recession is possible, but based on previous recessions, there could be reasons for investors to smile. With that in mind, here are t…
August 11, 2022
Answers to Frequently Asked Social Security Disability Questions
Answers to Frequently Asked Social Security Disability Questions
Social Security Disability Insurance is there to help those who can’t work, but getting the benefits you need can be confusing and difficult. Read on …
August 10, 2022
Create a Special Needs Plan That Goes the Distance
Create a Special Needs Plan That Goes the Distance
Getting the services needed for a person with a disability can take some careful planning, considering some important benefits programs limit the asse…
August 9, 2022
It’s Time to Cater to the Over-65 Crowd, Or Else!
It’s Time to Cater to the Over-65 Crowd, Or Else!
Businesses can’t afford to ignore the fastest growing market in the world. Here’s how businesses shoot themselves in the foot with these valuable empl…
August 8, 2022
Pot Trusts: Why They’re the Fairest (Trust Structure) of Them All
Pot Trusts: Why They’re the Fairest (Trust Structure) of Them All
When it comes to estate planning, being fair and being equal are not necessarily the same thing. A pot trust can help bridge the gap between the two o…
August 8, 2022
Digital Platforms Empower Investors through Control, Convenience and Confidence
Digital Platforms Empower Investors through Control, Convenience and Confidence
The march to conduct business online is picking up its pace as financial companies boost their security measures and make it easier for customers to g…
August 7, 2022
‘I Can’t Retire – I Need Health Insurance’
‘I Can’t Retire – I Need Health Insurance’
Health insurance is seen as a huge hurdle for early retirees, but the answer to finding affordable coverage could be simpler than you think.
August 7, 2022
What Hidden Obstacles May Snag Your Retirement? 5 Key Points to Consider
What Hidden Obstacles May Snag Your Retirement? 5 Key Points to Consider
To avoid getting hung up unexpectedly, plan for retirement using the “TRICK” method, which stands for taxes, risk tolerance, investment mix, costs and…
August 6, 2022
Will a Recession Affect Your Retirement? How to Take Action Now!
Will a Recession Affect Your Retirement? How to Take Action Now!
A bear market or an economic downturn can be scary, especially for retirees. However, solid financial plans are built to withstand these challenges. H…
August 5, 2022
Four Options When – Not If – Your LTC Premiums Go Up
Four Options When – Not If – Your LTC Premiums Go Up
If you’re dreading getting a letter in the mail about your long-term care insurance premiums rising, you’re in good company. And you have some decisio…
August 4, 2022
What Rising Interest Rates Mean for You
What Rising Interest Rates Mean for You
With inflation continuing to grow, the Federal Reserve’s battle against it isn’t ending anytime soon. This means higher interest rates making it harde…
August 3, 2022
A Medicare Surcharge That Might Surprise You If You’re Not Careful – IRMAA
A Medicare Surcharge That Might Surprise You If You’re Not Careful – IRMAA
You could get hit with much higher Medicare premiums today because of something that boosted your income two years before.
August 3, 2022
IRAs vs. 401(k)s: Exceptions to 10% Penalty for Withdrawals Under Age 59½ Differ
IRAs vs. 401(k)s: Exceptions to 10% Penalty for Withdrawals Under Age 59½ Differ
Before pulling money out of retirement accounts early, check the rules. The exceptions to penalties can differ depending on which type of account you’…
August 2, 2022
Financial Advice I Would Give My Younger Self – Planning for a Young Family
Financial Advice I Would Give My Younger Self – Planning for a Young Family
Getting married and having a family entails a slew of financial decisions and money talks. A financial planner shares what she wishes she had known as…
August 2, 2022
Wedding Season: 3 Steps to Empower Your Finances as a New Couple
Wedding Season: 3 Steps to Empower Your Finances as a New Couple
Whether you’re getting married or just moving in together, every couple needs to come to an understanding about how they will handle money and learn w…
August 1, 2022
Audit-Proof Your Small Business
Audit-Proof Your Small Business
Eight tips for keeping your business expenses and record-keeping organized.
August 1, 2022
How NOT to Deal with Difficult People at Work
How NOT to Deal with Difficult People at Work
Stuck in a contentious job and don’t know what to do? The new book “Getting Along: How to Work with Anyone (Even Difficult People)” can help steer you…
July 31, 2022
10 Easily Fixable, But Often Overlooked, Financial Planning Items
10 Easily Fixable, But Often Overlooked, Financial Planning Items
It’s easy to let important financial tasks slip your mind, so take a minute to check this list for any to-do items you may have forgotten. It could ma…
July 30, 2022
Drop and Swap 1031 Exchange: A Guide for Real Estate Investors
Drop and Swap 1031 Exchange: A Guide for Real Estate Investors
The tax benefits of real estate investing are attractive, and one way to keep the good times rolling for partnerships is through a drop and swap 1031…
July 29, 2022