3 Investment Ideas for Retirees Right Now
investing

3 Investment Ideas for Retirees Right Now

Wondering what to do with your retirement nest egg? These three portfolio moves may be worth taking a look.
May 12, 2022
5 Things to Do Before You Retire
retirement planning

5 Things to Do Before You Retire

Do you know what you want your retirement to look like? That’s the first thing you need to figure out when you’re nearing retirement.
May 11, 2022
How Taxes Impact Your Wealth Gap
tax planning

How Taxes Impact Your Wealth Gap

Taxes are unavoidable, and if you look at their history, they could be on the rise soon. So, use the Internal Revenue Code to reduce your retirement w…
May 10, 2022
The Cure for the Great Resignation: Hire Older Workers
careers

The Cure for the Great Resignation: Hire Older Workers

A Yale psychology professor smashes myths on aging and the worth of older workers in her fascinating and uplifting new book, “Breaking the Age Code.”
May 9, 2022
The Haves-vs.-Have-Nots Problem Won’t Go Away Without Doing This
personal finance

The Haves-vs.-Have-Nots Problem Won’t Go Away Without Doing This

We need to work on improving our financial literacy – especially when it comes to women and children. Here are some ways to work toward that important…
May 8, 2022
2 Alternatives to Required Minimum Distributions
required minimum distributions (RMDs)

2 Alternatives to Required Minimum Distributions

Retirees can save money and stress with these two simple alternatives to RMDs.
May 7, 2022
Do You Have a Retirement Plan, or Just a Bunch of Uncoordinated Accounts?
retirement planning

Do You Have a Retirement Plan, or Just a Bunch of Uncoordinated Accounts?

There’s a difference between having a portfolio of investments, savings and other assets and understanding why you have them and what purpose they are…
May 6, 2022
Accident Victims (and Their Doctors) Sometimes Get Shafted by Letters of Protection
personal finance

Accident Victims (and Their Doctors) Sometimes Get Shafted by Letters of Protection

If your personal injury lawyer wants you to sign a letter of protection for your health care bills, be aware of some potential pitfalls.
May 5, 2022
Why a Pension Lump Sum Option Is Better Than an Annuity Payment
retirement

Why a Pension Lump Sum Option Is Better Than an Annuity Payment

Lump sum or annuity payments? Single-life benefits or joint-and-survivor benefits? Once you explore the risks and hidden costs, the right pension answ…
May 5, 2022
Interest Rates are Rising – What This Means for Your Bank Account
personal finance

Interest Rates are Rising – What This Means for Your Bank Account

First of all, when we say, “the Fed raised interest rates,” that’s a bit of a misnomer.
May 4, 2022
Timely Tips for Investors to Deal with Today’s Worst Challenges
investing

Timely Tips for Investors to Deal with Today’s Worst Challenges

When it comes to your retirement savings, in unpredictable times it’s good to have a few well-respected investing rules of thumb to fall back on for r…
May 4, 2022
When It Comes to Your 401(k), Trust But Verify
401(k)s

When It Comes to Your 401(k), Trust But Verify

Few people review the accuracy of their 401(k) accounts. But mistakes do happen, so you should review your statements and paystubs just like you woul…
May 4, 2022
Effective Tax Strategies for the Present and Future
tax planning

Effective Tax Strategies for the Present and Future

When it comes to taxes, most people are reactive rather than proactive. As a result, they’re probably paying Uncle Sam more than they need to. Here’s …
May 4, 2022
Could Diversity Hiring Efforts Endanger Your Company?
small business

Could Diversity Hiring Efforts Endanger Your Company?

Sometimes trying to do the right thing backfires, ending in an expensive lawsuit. Here are some thoughts on how business owners can protect their comp…
May 3, 2022
What If Johnny Depp and Amber Heard Had a Premarital Agreement?
Divorce

What If Johnny Depp and Amber Heard Had a Premarital Agreement?

Oh, the gritty details we’re learning from the latest court battle between Johnny Depp and Amber Heard. This unfortunate airing of dirty laundry may h…
May 2, 2022
Preparing Your Family-Owned Business for Sale?
small business

Preparing Your Family-Owned Business for Sale?

Even if you’re not ready to sell right away, it’s smart to always operate as if your business were on the market. The same techniques that boost your …
May 2, 2022
3 Reasons I Like Municipal Bonds
bonds

3 Reasons I Like Municipal Bonds

The time could be right to consider adding some munis to your portfolio. Here’s why.
May 2, 2022
5 Critical Steps to Help Women Financially Prepare for Divorce
Divorce

5 Critical Steps to Help Women Financially Prepare for Divorce

Take control of your financial life by taking these steps as early as possible in the divorce process. You’ll be glad you did.
May 1, 2022
Finding a Modern Financial Adviser: 3 Questions to Ask
Financial Advisers

Finding a Modern Financial Adviser: 3 Questions to Ask

Today’s challenging economic climate calls for a financial adviser equipped to adapt. Here’s how to see if yours is up to the task.
May 1, 2022
4 Steps to Build a Resilient Financial Life
personal finance

4 Steps to Build a Resilient Financial Life

If you’re feeling anxious or confused about your finances, just take a breath and start with the basics and go from there. It might be easier than you…
April 30, 2022
How People with Pandemic-Induced Financial Fatigue Can Get Back on Track
personal finance

How People with Pandemic-Induced Financial Fatigue Can Get Back on Track

When your current finances feel uncertain, it’s easy to lose focus on your long-term goals – like retirement. If you’re lost in the weeds right now, h…
April 29, 2022
Keeping Property in the Family with LLCs and Partnerships
estate planning

Keeping Property in the Family with LLCs and Partnerships

Passing a farm, vacation home or other property down for generation after generation has its challenges. LLCs and partnerships can help.
April 29, 2022
How Your Retirement Savings and Income Are Taxed
tax planning

How Your Retirement Savings and Income Are Taxed

From 401(k)s (fully taxed!) to Social Security (partially taxed) to Roth IRAs (tax free!) – it’s good to know what kind of tax bills you’ll face in th…
April 28, 2022
The Motion and Emotion of Investing
retirement planning

The Motion and Emotion of Investing

Investors are human: We have feelings, and we make mistakes. So, what can we do to stay sane (and solvent)? It all starts with a plan.
April 28, 2022
Up Your Retirement Planning Game
retirement planning

Up Your Retirement Planning Game

Think of it like playing chess. Making sense of the strategic interplay between investments, taxes and retirement income can position you for a winnin…
April 27, 2022
Net Unrealized Appreciation: A Hidden Tax Strategy
tax planning

Net Unrealized Appreciation: A Hidden Tax Strategy

It’s common knowledge that retirement income is subject to taxation. What’s not as well known is that some of that income is subject to a lower tax ra…
April 26, 2022