Will a Recession Affect Your Retirement? How to Take Action Now!
Will a Recession Affect Your Retirement? How to Take Action Now!
A bear market or an economic downturn can be scary, especially for retirees. However, solid financial plans are built to withstand these challenges. H…
Tax-Free Weekend for Back-to-School Shopping
Tax-Free Weekend for Back-to-School Shopping
Fight inflation with a tax-free weekend. Twelve states are holding (or starting) sales tax holidays this weekend!
How Congress Might Ease the Pilot Shortage
How Congress Might Ease the Pilot Shortage
Congress is debating how to fix the current pilot shortage, and one idea revolves around retirement age.
5 Fantastic Actively Managed Fidelity Funds to Buy
5 Fantastic Actively Managed Fidelity Funds to Buy
In a stock picker's market, it's sometimes best to leave the driving to the pros. These Fidelity funds provide investors solid active management at lo…
Tax Relief Available for Kentucky Storm and Flood Victims
Tax Relief Available for Kentucky Storm and Flood Victims
Upcoming tax filing and payment deadlines are extended for residents and businesses impacted by the Kentucky storms and flooding that started in July.
END OF SUMMER TRAVEL
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5 Fantastic Actively Managed Fidelity Funds to Buy
5 Fantastic Actively Managed Fidelity Funds to Buy
In a stock picker's market, it's sometimes best to leave the driving to the pros. These Fidelity funds provide investors solid active management at lo…
August 4, 2022
Your Guide to Roth Conversions
Your Guide to Roth Conversions
A Kiplinger Special Report
February 25, 2021
Amazon Ending a Key Perk for Amazon Prime Customers
Amazon Ending a Key Perk for Amazon Prime Customers
Got stuff stored on Amazon Drive? Heads up – that’s going away. Your photos are safe, though.
August 1, 2022
Tax-Free Weekend for Back-to-School Shopping
Tax-Free Weekend for Back-to-School Shopping
Fight inflation with a tax-free weekend. Twelve states are holding (or starting) sales tax holidays this weekend!
August 5, 2022
The Inflation Reduction Act and Taxes: What You Should Know
The Inflation Reduction Act and Taxes: What You Should Know
Senate Democrats are advancing the Inflation Reduction Act of 2022—a climate, energy, healthcare, and tax bill that if passed, would increase IRS fund…
August 7, 2022
A Medicare Surcharge That Might Surprise You If You’re Not Careful – IRMAA
A Medicare Surcharge That Might Surprise You If You’re Not Careful – IRMAA
You could get hit with much higher Medicare premiums today because of something that boosted your income two years before.
August 3, 2022
What to Do With Your Former Employer’s 401(k)
What to Do With Your Former Employer’s 401(k)
Leave it behind, move it to your new job’s plan, or roll it over to an IRA. Each of the options has pros and cons.
August 3, 2022
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FINANCIALLY SMART FAMILIES
Financial Advice I Would Give My Younger Self – Planning for a Young Family
Financial Advice I Would Give My Younger Self – Planning for a Young Family
Should You Treat Your Kids Equally in Your Will? 12 Financial Planners Weigh In
Should You Treat Your Kids Equally in Your Will? 12 Financial Planners Weigh In
Yours, Mine and Ours: A Checklist for Blended Family Finances
Yours, Mine and Ours: A Checklist for Blended Family Finances
BUILDING WEALTH
Digital Platforms Empower Investors through Control, Convenience and Confidence
Digital Platforms Empower Investors through Control, Convenience and Confidence
What Hidden Obstacles May Snag Your Retirement? 5 Key Points to Consider
What Hidden Obstacles May Snag Your Retirement? 5 Key Points to Consider
Will a Recession Affect Your Retirement? How to Take Action Now!
Will a Recession Affect Your Retirement? How to Take Action Now!
PODCASTS
Car-Buying in an Inflated Market with Jenni Newman
Car-Buying in an Inflated Market with Jenni Newman
How to Find a Job After Graduation, with Beth Hendler-Grunt
