IT'S ALL ABOUT MONEY MANAGEMENT

  • How and When to Sign Up for Medicare

    How and When to Sign Up for Medicare May 2014 - Breaking down the enrollment periods and eligibility: How to enroll in Medicare (is your enrollment automatic or not?), and when you can add or drop forms of Medicare coverage.

  • Retire at 65 ... or Not?

    Retire at 65 ... or Not? April 2014 - Isn’t 65 the traditional retirement age? Perhaps, but baby boomers and the Social Security Administration are revising the definition. Your assets matter more than your age.

  • Organizing Your Paperwork for Tax Season

    Organizing Your Paperwork for Tax Season March 2014 - How prepared are you to prepare your 1040? The earlier you compile and organize the relevant paperwork, the easier things may be for you (or your tax preparer). Here are some tips.

  • It Isn’t Too Late to Save for Retirement

    It Isn’t Too Late to Save for Retirement February 2014 - If you’re 40 or 50 and haven’t begun, you must make the effort. If you need to play catch-up, here are some retirement savings principles to keep in mind.

  • IRS Retirement Plan Adjustments for 2014

    IRS Retirement Plan Adjustments for 2014 January 2014 - Rules changes for IRAs, 401(k)s and other savings vehicles. Here is a roundup of the changes for 2014.

  • Your Annual Financial TO DO List

    Your Annual Financial TO DO List December 2013 - What financial, business, or life priorities do you need to address for 2014? Now is the time to think about investing, saving, or budgeting methods, and year-end financial moves.

  • Financial Considerations for 2014

    Financial Considerations for 2014 November 2013 - What changes should we consider making for next year? Fall is the time of year to start to look for ways to reduce taxes and make year-end moves in pursuit of key financial objectives.

  • The Two Biggest Retirement Misconceptions

    The Two Biggest Retirement Misconceptions October 2013 - Has your vision of retirement changed? Is it becoming more of a priority? Are you looking to improve your finances? Here are two misconceptions to avoid so you can proceed with clarity.

  • How Much Health Care Reform Will We See By 2014?

    How Much Health Care Reform Will We See By 2014? September 2013 - Can the government follow through on its ambitions? How about the state health insurance exchanges? The planned expansion of Medicaid? How do small businesses feel?

  • What Marriage Equality Means Financially

    What Marriage Equality Means Financially August 2013 - When the Supreme Court repealed Section 3 of the Defense of Marriage Act (DOMA) in June, it opened financial doors—in at least some states—previously closed to same-sex couples.

 

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