IT'S ALL ABOUT MONEY MANAGEMENT
March 2017 -
Millennials have reasons to obtain coverage now: before age 40, before marrying, for lower premiums, for the value of a whole life policy--it may be money-smart as well as a great life decision.
February 2017 -
How many of us will retire with $1 million or more in savings? More of us ought to—in fact,
more of us may need to, given inflation and the rising cost of health care. Here are some tips.
January 2017 -
Emotion factors into many of our financial choices. Here are eight examples to help you learn to recognize biases and become a better consumer, and even a better investor.
December 2016 -
When Is Social Security Income Taxable? The answer depends on your income. This article gives some background, describes applicable rules, and offers tips on a few things you can do.
November 2016 -
Warren Buffet, one of the world’s most heralded investors, simply keeps calm and carries on. A voice of reason in volatile times, his clarity and candor stand out in a financial world marked by jargon.
October 2016 -
Every presidential candidate offers a plan for tax reform. Here is a look at the tax plans of Donald Trump and Hillary Clinton, and the key reforms to federal tax law that might result.
September 2016 -
Tips on trying to meet two great financial goals at once. Saving for retirement is a must. Saving for college is certainly a priority. How do you do both at once? Here are several suggestions.
August 2016 -
How gloomy is the future of Social Security? No one wants to see it go away, so what might Congress do to address the crisis? Here are possibilities to keep in mind as you plan your retirement.
July 2016 -
When you have a close call with serious injury or worse, you start thinking of your family’s—and your—financial well-being. Most people should have these basic stop losses in place.
June 2016 -
Will your assets go where you want them to when you die? Let your heirs know how they will receive retirement assets and insurance benefits. Here are several important tips.