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12 Tax Deadlines for July 15 (It's Not Just the Due Date for Your Tax Return)
tax deadline

12 Tax Deadlines for July 15 (It's Not Just the Due Date for Your Tax Return)

Between due dates for IRA or HSA contributions, paying estimated taxes and other deadlines, there's more to do by July 15 than just filing your federa…
July 10, 2020
Saver's Credit: A Retirement Tax Break for the Middle Class
Tax Breaks

Saver's Credit: A Retirement Tax Break for the Middle Class

Your retirement contributions could be the key to a lower tax bill.
July 9, 2020
401(k) Options After You’ve Left Your Job
401(k)s

401(k) Options After You’ve Left Your Job

Have you been diligently saving money in your 401(k)? What should you do with it when you switch jobs? There are four main options to consider, and on…
July 6, 2020
Retirees Get Another Break with Expansion of RMD Waiver
required minimum distributions (RMDs)

Retirees Get Another Break with Expansion of RMD Waiver

The CARES Act cancelled "required minimum distributions" for 2020...and the IRS just expanded that relief to help more seniors and give more time to u…
June 24, 2020
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Tax Changes and Key Amounts for the 2020 Tax Year
tax law

Tax Changes and Key Amounts for the 2020 Tax Year

Americans are facing a long list of tax changes for the 2020 tax year...and it's never too early to start thinking about next year's return.
June 22, 2020

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Employers Cutting 401(k) Matching Contributions
investing

Employers Cutting 401(k) Matching Contributions

Roughly 12% of employers have suspended matching contributions and an additional 23% are planning to cut their match or are considering it.
June 5, 2020
Milliennials Face Their Second Recession
credit & debt

Milliennials Face Their Second Recession

Forty percent of millennials say the pandemic will likely cause them to delay payments on their debts. Does that include you? Time to take action.
June 4, 2020
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How One Woman Became a 401(k) Millionaire
retirement

How One Woman Became a 401(k) Millionaire

Saving early and implementing a smart investing strategy helped Alison Sowell make big gains over time.
May 12, 2020
In Your 40s with Money in a 401(k)? Don't Let This Bear Market Derail Your Financial Plan
retirement

In Your 40s with Money in a 401(k)? Don't Let This Bear Market Derail Your Financial Plan

For most investors in their 40s, this downturn could be their first real test. You probably feel like taking action to protect yourself, but before yo…
May 6, 2020
Economic Aid for Millennials: Stimulus Checks, Student Loan Relief and More
savings

Economic Aid for Millennials: Stimulus Checks, Student Loan Relief and More

The coronavirus pandemic is killing our economy, and millennials are being hit particularly hard.
May 6, 2020
10 Questions Retirees Often Get Wrong About Taxes in Retirement
retirement

10 Questions Retirees Often Get Wrong About Taxes in Retirement

You worked hard to build your retirement nest egg. But do you know how to minimize taxes on your savings?
May 1, 2020
5 Ways This Recession Hits Retirees Particularly Hard
Retirement

5 Ways This Recession Hits Retirees Particularly Hard

April 15, 2020
16 Retirement Mistakes You Will Regret Forever
retirement

16 Retirement Mistakes You Will Regret Forever

From saving too little to claiming Social Security too early, there are plenty of ways retirees -- and those planning for retirement -- can sabotage t…
April 10, 2020
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The Deadline for Your First RMD Is April 1
retirement

The Deadline for Your First RMD Is April 1

Time is running out if you turned 70½ in 2019 and haven't yet withdrawn funds from your retirement account.
April 6, 2020
Retirees, Build a Financial Plan That’s Based on You
retirement

Retirees, Build a Financial Plan That’s Based on You

Financial life planning helps retirees identify their core values and connect them with their financial decisions and life goals.
April 2, 2020
Retirees, Pick the Perfect Financial Planner
retirement

Retirees, Pick the Perfect Financial Planner

When you’re trying to get a handle on your money, from investments and savings to figuring out retirement and preparing for your future, you might nee…
April 1, 2020
11 Ways the CARES Act and Other Government Measures Could Help You in 2020
unemployment

11 Ways the CARES Act and Other Government Measures Could Help You in 2020

Hopefully, the CARES Act and other coronavirus stimulus measures will get the U.S. economy back on track. Some of the changes made could improve your …
March 31, 2020
10 Facts You Must Know About Recessions
investing

10 Facts You Must Know About Recessions

A recession is the scariest creature in the average investor's closet of anxieties.
March 27, 2020
11 Coronavirus Stimulus Measures That Could Help You in 2020
taxes

11 Coronavirus Stimulus Measures That Could Help You in 2020

The coronavirus (COVID-19) outbreak is crushing the U.S.
March 26, 2020
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Coronavirus and Your Retirement Savings: Answering Important Questions
retirement

Coronavirus and Your Retirement Savings: Answering Important Questions

There's a lot going on, and investors and retirement savers could use all the guidance they can get.
March 23, 2020
Don't Push the Panic Button on Your 401(k) Investments
401(k)s

Don't Push the Panic Button on Your 401(k) Investments

Yes, the markets are swinging hard right now, but don't let your fears drive you to make a rash decision with your 401(k). Consider making these measu…
March 16, 2020
3 Great Reasons to Consider After-Tax Contributions to a 401(k)
401(k)s

3 Great Reasons to Consider After-Tax Contributions to a 401(k)

This type of saving method isn't nearly as well-known (or as popular) as regular contributions to a 401(k), but three types of people could benefit fr…
March 13, 2020
Cure Your IRA Tax Infestation with a Roth
retirement

Cure Your IRA Tax Infestation with a Roth

Nasty taxes are hiding in 401(k)s, 403(b)s and traditional IRAs. To help eradicate that problem, Roth accounts could give you the flexibility you'll n…
March 13, 2020
Why I'm Not a Fan of 401(k)s
investing

Why I'm Not a Fan of 401(k)s

Watch out: Saving money in 401(k)s, 403(b)s and 457 plans is like throwing that money in jail.
March 12, 2020
10 Ways the SECURE Act Will Impact Your Retirement Savings
retirement

10 Ways the SECURE Act Will Impact Your Retirement Savings

With the decline of traditional pensions, most of us are now responsible for squirrelling away money for our own retirement.
February 28, 2020