Moneywise
IT'S ALL ABOUT MONEY MANAGEMENT
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A Retirement Fact Sheet
September 2019 -
Thinking about the “second act,” retirement? Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you.
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How Medigap Choices Are Changing
August 2019 -
Plan F is fading away, and Plan G may gain more popularity. Soon, two types of Medigap policies will no longer be sold. Seniors who enroll in Medicare in 2020 or later will be unable to buy Medigap Plan F or Plan C.
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Insurance When You’re Newly Married
July 2019 -
Marriage changes insurance needs. Newly married couples should review their individual insurance and consider new coverage: auto, home, health, disability, life, liability, and extended care.
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Wealth Management with Memory Disorders
June 2019 -
Besides impacting lives and relationships, dementia can also impact family finances. A family member may have to manage money for a relative. Financial exploitation must be guarded against.
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Investing in Agreement with Your Beliefs
May 2019 -
The case for aligning your portfolio with your outlook and worldview. Do your investment choices reflect your outlook? Are they in agreement with your values?
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Bad Money Habits to Break
April 2019 -
Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns, year after year. Now is as good a time as any to alter your behavior.
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Countdown to College
March 2019 -
For many people, college sets the stage for life. Work with your children to make goals and develop habits. Staying focused and tackling a few milestones along the way will help ensure their success.
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Tax Scams and Schemes
February 2019 -
The “dirty dozen” favored by criminals and cheats: criminals try to scam taxpayers, and some taxpayers try to cheat on their taxes. These cons occur year-round. Here are the 12 biggest offenses.
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Social Security Gets Its Biggest Boost in Years
January 2019 -
Social Security will soon give seniors their largest “raise” since 2012. Not every retiree will see their benefits grow 2.8% next year, but the average beneficiary will see a difference.
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End-of-the-Year Money Moves
December 2018 -
Here are some things you might want to do before saying goodbye to 2018. Little year-end moves might help you improve your short-term and long-term financial situation.
