Making Your Money Last

States With Scary Death Taxes
inheritance

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 estates taxes and inheritances taxes…
October 19, 2020
Considering Early Retirement? 5 Things to Know
Making Your Money Last

Considering Early Retirement? 5 Things to Know

Before you accept a buyout, do the math to see if you really can afford to retire. (We'll show you how.) Then follow up with these tried-and-true stra…
October 15, 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
Social Security Cost of Living Adjustment (COLA) for 2021: 1.3%
Making Your Money Last

Social Security Cost of Living Adjustment (COLA) for 2021: 1.3%

For the average recipient, the monthly increase won't even cover a fill-up at the gas station — but it beats nothing.
October 13, 2020
The Ultimate Guide to Amazon Prime Day 2020: When It Starts, the Best and Worst Deals, Competing Events, More
spending

The Ultimate Guide to Amazon Prime Day 2020: When It Starts, the Best and Worst Deals, Competing Events, More

In a first, the giant retailer has pushed Amazon Prime Day this year from July to October, effectively launching the holiday shopping season weeks ear…
October 8, 2020

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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
Americans Are Stockpiling Cash
Coronavirus and Your Money

Americans Are Stockpiling Cash

With no place to go and businesses closed, we are saving more than ever.
September 30, 2020
How to Pick the Right Medicare Plans for You
Healthy Living on a Budget

How to Pick the Right Medicare Plans for You

As you're signing up for Medicare, you must learn the basics of Medicare Part A, Part B, Part D, medigap plans, Medicare Advantage plans and even doug…
September 30, 2020
Make the Most of a Buyout Offer
Making Your Money Last

Make the Most of a Buyout Offer

Handled wisely, your buyout could help you build a bridge to retirement without jeopardizing your financial security.
September 30, 2020
Lending Money to a Friend in Need
Coronavirus and Your Money

Lending Money to a Friend in Need

If you lend money to a friend who has fallen on hard times, don't count on getting it back.
September 29, 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
Retirees, Create An Emergency Fund for Rental Property
Business Costs & Regulation

Retirees, Create An Emergency Fund for Rental Property

Build a cushion to protect your income from an unforeseen crisis.
September 15, 2020
Take Charge of Your Portfolios, Ladies
Coronavirus and Your Money

Take Charge of Your Portfolios, Ladies

When it comes to investing, too many women learn the hard way that disengaging is a mistake.
September 14, 2020
Beware Crooked Contact Tracers
Scams

Beware Crooked Contact Tracers

If someone claiming to be a contact tracer asks you for money or requests your Social Security number, that’s a red flag.
August 26, 2020
How to Create Income for Life
Financial Planning

How to Create Income for Life

Having a paycheck you can depend on in retirement is more important than ever.
August 26, 2020
Rethinking Retirement
Making Your Money Last

Rethinking Retirement

When interest rates are this low, it might be time to revisit some of the old rules of thumbs about reducing the risk of outliving your money.
August 19, 2020
Check Under the Couch Cushions to Help With U.S. Coin Shortage
Coronavirus and Your Money

Check Under the Couch Cushions to Help With U.S. Coin Shortage

An increase in online shopping and e-payments has led to a coin crunch.
August 18, 2020
8 Things You Must Know About Retiring to the Carolinas
retirement

8 Things You Must Know About Retiring to the Carolinas

From the mountains to the beaches, North Carolina and South Carolina offer retirees plenty of incentives.
August 14, 2020
Land a New Job With an Ageless Resume
Making Your Money Last

Land a New Job With an Ageless Resume

Build a resume that focuses on your skills and experience, not your age.
August 13, 2020
The Lowdown on Capital Gains Tax Rates for 2020 and Beyond
Financial Planning

The Lowdown on Capital Gains Tax Rates for 2020 and Beyond

Rates for long-term capital gains are based on set income thresholds that are adjusted annually for inflation.
August 11, 2020