Financial Planning
The Best Ways for Couples To Manage Finances
The Best Ways for Couples to Manage Finances We asked financial experts—and readers—how they handle money in their own relationships. There are valuable lessons here for everybody. Money can be one of the most contentious aspects of a relationship…
Facing Down the Fear of Running out of Money in Retirement
Facing Down the Fear of Running out of Money in Retirement Tips to avoid one of the biggest retirement worries that all of us will face Retirement is a major milestone that brings many life changes. One thing that doesn't change for most people: the…
Filing your 2020 Taxes
Filing Your 2020 Taxes Tips for paying taxes soon and what to do if you can’t pay on time When should you file your income tax? The earlier, the better; before the end of February – if you expect to get a refund. If you file by the end of February,…
2021 Tax Rates and Deductions
The New IRS Tax Rates and Deductions for 2021 Although a year away, your 2021 tax planning should have already started Amidst all the pandemic news and 2020 election drama, many might have missed that the IRS also quietly published new 2021 tax…
Year-end Financial Checklist for Working Professionals
Year-end Financial Checklist for Working Professionals Set yourself up for success in the new year with a financial checkup. Here are some essential year-end tax, planning, and financial housekeeping items to consider. 1. Maximize contributions to…
Estate Planning Must Dos
Estate Planning Must-Dos 12 Estate Planning Activities to Consider Many of you already have estate documents, probably executed many years ago. You need an estate attorney to look over your documents every 10 years or so. Here are a dozen points to…
Determining When to Take Social Security Benefits
Determining When to Take Social Security Benefits The benefits of postponing until your full retirement age Social Security is an asset that is taken for granted by many folks. If you are tempted to take Social Security early, when first eligible at…
How to Maximize your Employee Benefits During Open Enrollment
How to Maximize your Employee Benefits During Open Enrollment Reviewing your benefit choices to maximize what your employer offers Open enrollment for employee benefits usually kicks off around November 1st. Before you plan your Thanksgiving menu,…
Retirement: Strategies for Saving in Your 50s
Countdown to Retirement: Strategies for Saving in Your 50s Strategies for saving in your 50s Many retirees today are redefining the “golden years.” Forget about endless days of leisure. Retirees seek adventure, travel, and new business pursuits.…
Why Should You Start Saving for Retirement Now?
Why Should You Start Saving for Retirement Now? You are busy dealing with life’s day-to-day issues. To you, retirement may seem like a long way off. But preparing now for your financial future is essential because what you do today can help ensure a…