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6 Money-Smart Ways to Spend Your Stimulus Check
Tax Breaks

6 Money-Smart Ways to Spend Your Stimulus Check

If you don't have to use your stimulus check for basic necessities, consider putting the money to work for you. You'll thank yourself later.
July 30, 2020
Hidden Costs of Roth IRA Conversions
Roth IRAs

Hidden Costs of Roth IRA Conversions

Yes, Roth IRAs are pretty great, but they can come with some potentially costly complications.
July 29, 2020
Nearing Retirement? Take Another Look at Roth Conversions
Roth IRAs

Nearing Retirement? Take Another Look at Roth Conversions

Due to lower tax rates and the recently passed SECURE Act, those nearing retirement should consider a Roth conversion.
July 23, 2020
8 Money-Smart Ways to Spend Your Tax Refund
Tax Breaks

8 Money-Smart Ways to Spend Your Tax Refund

Since this year's tax deadline was pushed back to July 15, many people just recently filed their tax return. That means there are a lot of tax refunds…
July 17, 2020
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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 paying estimated taxes, IRA or HSA contributions, and other deadlines, there's more to do by July 15 than just filing your feder…
July 14, 2020

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Stars Align for Some Special Wealth Planning Opportunities
Roth IRAs

Stars Align for Some Special Wealth Planning Opportunities

A confluence of special tax, interest rate and market circumstances makes this a great time to execute income and wealth planning strategies that can …
June 26, 2020
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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12 Ways to Get Your Retirement Plan Back on Track
retirement planning

12 Ways to Get Your Retirement Plan Back on Track

If your financial situation hits a rough spot, there are a number of things you can do to get your retirement plan moving in the right direction again…
June 19, 2020
Why 2020 Is an 'Unprecedented Opportunity' for a Roth IRA Conversion
retirement

Why 2020 Is an 'Unprecedented Opportunity' for a Roth IRA Conversion

Tax advisors say you can reduce your tax bill by 30% to 40% in this unprecedented time.
June 17, 2020
Retirees Get a Break on IRA Distributions
retirement

Retirees Get a Break on IRA Distributions

The IRS is expected to come out with additional guidance, but here’s what we know so far.
June 4, 2020
10 Best Financial Benefits for Military Families
savings

10 Best Financial Benefits for Military Families

Members of the military have a lot of special financial challenges that most people don’t encounter.
May 22, 2020
Roth IRA Conversions are on Sale
retirement

Roth IRA Conversions are on Sale

Many retirement savers can get an extra-good deal on Roth conversions right now. Here's why.
May 12, 2020
10 Things Social Security Recipients Need to Know About Their Stimulus Check
social security

10 Things Social Security Recipients Need to Know About Their Stimulus Check

It's especially difficult for Social Security recipients to learn the ins and outs of stimulus checks, since there are several special rules that only…
May 9, 2020
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9 Ways to Raise Cash Quickly
savings

9 Ways to Raise Cash Quickly

The $2 trillion coronavirus stimulus package is providing a $1,200 check for millions of Americans.
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
3 Retirement Wealth Protection Tactics
retirement

3 Retirement Wealth Protection Tactics

Don't let taxes derail your retirement and estate planning strategies. Consider these strategies, involving maximizing Roth IRA possibilities and heal…
April 28, 2020
5 Ways This Recession Hits Retirees Particularly Hard
Retirement

5 Ways This Recession Hits Retirees Particularly Hard

April 15, 2020
6 Money-Smart Ways to Spend Your Stimulus Check
spending

6 Money-Smart Ways to Spend Your Stimulus Check

The $2 trillion stimulus package agreed upon by lawmakers and the White House will, among other things, provide a direct payment of $1,200 to millions…
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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5 Ways Retirees Can Play Defense With Retirement Portfolios
retirement

5 Ways Retirees Can Play Defense With Retirement Portfolios

All this market volatility might unnerve investors of any age—but particularly those just entering retirement.
April 8, 2020
Why Retirees Should Care about the CARES Act: How to Maximize Coronavirus Stimulus Package
IRAs

Why Retirees Should Care about the CARES Act: How to Maximize Coronavirus Stimulus Package

The government's $2 trillion stimulus bill has something for pretty much everyone. Here's how retirees are affected and some steps to consider to make…
April 8, 2020
How Much Can You Contribute to a Traditional IRA for 2019?
IRAs

How Much Can You Contribute to a Traditional IRA for 2019?

The IRA contribution limit is $6,000 for 2019. If you are age 50 or over, you can contribute an extra $1,000 as a catch-up contribution.
April 4, 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
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