Mark Your Calendar: 6 Birthdays to Know for Retirement
retirement planning

Mark Your Calendar: 6 Birthdays to Know for Retirement

There are important milestone ages to note before and throughout retirement. Mark these birthdays on your calendar to boost your retirement income and…
December 25, 2020
Closing the Confidence Gap
Women & Money

Closing the Confidence Gap

Since the start of the pandemic, women have become more involved in their financial futures.
December 24, 2020
Retirees with a Guaranteed Income Are Happier, Live Longer
annuities

Retirees with a Guaranteed Income Are Happier, Live Longer

Everyone with savings can secure a lifetime income, and that goes a long way toward peace of mind in retirement.
December 24, 2020
Could Your Lawyer Have Cheated You on Your Bill?
personal finance

Could Your Lawyer Have Cheated You on Your Bill?

After hiring a lawyer, make sure you go through your bill carefully to look for improper or illegal attorney billing practices.
December 23, 2020
Turning 60 Checklist: 10 Key Retirement Questions to Ask
retirement

Turning 60 Checklist: 10 Key Retirement Questions to Ask

You’re closing in on retirement, but you’re not there yet. Are you on track? Will you be ready? To help find out, print these 10 questions out and tak…
December 23, 2020
Good News! Business Owners Who Took PPP Will Get to Deduct Expenses After All
small business

Good News! Business Owners Who Took PPP Will Get to Deduct Expenses After All

On Dec. 21, Congress finally delivered the news that struggling business owners were waiting for: They will be allowed to deduct the expenses they cov…
December 23, 2020
Fleeing the Big City? How the Move Could Impact Your Finances
personal finance

Fleeing the Big City? How the Move Could Impact Your Finances

City life has changed with the advent of COVID-19, and even confirmed city dwellers are seeing the appeal of wide-open spaces and smaller towns. If yo…
December 22, 2020
4 Charitable Giving Tips for Uncertain Times
personal finance

4 Charitable Giving Tips for Uncertain Times

With all that has gone on in 2020, it’s good to know that the giving spirit is alive and well this year. Time is running out to make a difference this…
December 22, 2020
Myth Busters: Examining the Facts about Index Annuities
annuities

Myth Busters: Examining the Facts about Index Annuities

Don’t fall for the hype that screams that annuities are too expensive, too complicated and poor performers. Before you turn your nose up at them, take…
December 21, 2020
Does Your Retirement Plan Guard Against the ‘Survivor Trap’?
retirement planning

Does Your Retirement Plan Guard Against the ‘Survivor Trap’?

Don’t let a lack of retirement planning leave your spouse vulnerable. Protect their retirement dreams from falling income and rising taxes by taking t…
December 21, 2020
3 Investment Tips for 2021: Trends to Watch and Moves to Make
investing

3 Investment Tips for 2021: Trends to Watch and Moves to Make

Opportunistic investors should keep an eye out for movement in these key sectors, and everyone will want to make a couple tried-and-true moves to shor…
December 20, 2020
Tackle the Risks that Inflation Can Pose to a Long and Successful Retirement
retirement

Tackle the Risks that Inflation Can Pose to a Long and Successful Retirement

Don’t let the rising cost of living and cognitive decline derail your best laid plans. Bring these risks up with your financial professional and plan …
December 18, 2020
IRS Leaves Business Owners Who Took PPP in a Tax Quandary
small business loans

IRS Leaves Business Owners Who Took PPP in a Tax Quandary

Can business owners deduct the expenses they covered with loans from the Paycheck Protection Program? The legislators who wrote the law say yes, they …
December 18, 2020
2 Key Traits Smart Investors Share with Great Chess Players
investing

2 Key Traits Smart Investors Share with Great Chess Players

Watching “The Queen’s Gambit” got me thinking about how investing and chess have some fascinating similarities. To be successful, you must look many m…
December 17, 2020
So You Got a Letter from the IRS
tax filing

So You Got a Letter from the IRS

Before you panic and assume the worst – such as a full-blown audit – take a breath. It may be nothing. Follow these steps to start figuring out what’s…
December 17, 2020
Conversations that Women Should Have with their Financial Advisers
retirement planning

Conversations that Women Should Have with their Financial Advisers

Here are a few key topics all women should consider when reviewing their financial picture.
December 16, 2020
It’s Time to Change How We Talk about ‘Retirement,’ Starting with the Word Itself
retirement

It’s Time to Change How We Talk about ‘Retirement,’ Starting with the Word Itself

Let’s retire the word retirement, which conjures images of rocking chairs and sunsets. Today, it’s all about achieving “vocational freedom,” a place w…
December 16, 2020
How Index-Linked Annuities Buffer Against Market Shocks Like the Coronacrash
annuities

How Index-Linked Annuities Buffer Against Market Shocks Like the Coronacrash

This relatively new type of annuity protects investors from any market losses … up to a certain point. That protection could give you the courage to s…
December 16, 2020
Understanding a New Supreme Court’s Impact on Consumers, Savers and Investors
retirement

Understanding a New Supreme Court’s Impact on Consumers, Savers and Investors

With the arrival of Amy Coney Barrett on the bench and a new president set for inauguration, what could that mean for American businesses and the Amer…
December 15, 2020
Thinking of Divorce? Before You Split, You Could Try This 1 Thing Instead
Divorce

Thinking of Divorce? Before You Split, You Could Try This 1 Thing Instead

A postnuptial agreement, or post-nup for short, could help you prepare for the future as you try to smooth things out. If things don’t work out, then …
December 15, 2020
2 Contractual Clauses You May Want to Avoid
personal finance

2 Contractual Clauses You May Want to Avoid

Before you sign a contract, watch out for these two common stipulations. They may sound innocuous (or even beneficial) to you, but they could hurt you…
December 14, 2020
Review Your Finances Now to Keep on Track in 2021
retirement

Review Your Finances Now to Keep on Track in 2021

A year-end review helps you cut taxes, build retirement savings, rebalance your portfolio and earn more interest.
December 14, 2020
10 Money Moves Before Dec. 31
personal finance

10 Money Moves Before Dec. 31

Tick, tick, tick. Time is running out to take care of some financial housekeeping items that could save you money and do others some good.
December 14, 2020
A New Approach to Retirement Income Planning for Women
retirement planning

A New Approach to Retirement Income Planning for Women

Focusing on income, rather than savings, is important for anyone planning to retire. But it’s even more important for women, in particular. To reduce …
December 11, 2020
How to Find a Good Financial Professional – or Dump a Bad One
retirement planning

How to Find a Good Financial Professional – or Dump a Bad One

Financial professionals can be invaluable on your journey to financial wellness. For the best experience, it’s important to find the right one for you…
December 11, 2020
How to Tell Whether You Can (or Should) Splurge on a Luxury Purchase
personal finance

How to Tell Whether You Can (or Should) Splurge on a Luxury Purchase

Think hard before you buy that sports car, RV or other dream item. There are other places where your money could serve you much better. Here’s how to …
December 10, 2020