IT'S ALL ABOUT MONEY MANAGEMENT

  • Reassessing Retirement Assumptions

    Reassessing Retirement Assumptions June 2013 - What makes financial sense for some baby boomers may not make sense for you. Here are some retirement assumptions that may or may not prove true for you, depending on your finances and lifestyle.

  • Mistakes Families Make with 529 Plans

    Mistakes Families Make with 529 Plans May 2013 - 5 common errors to avoid + 2 big factors to consider: Most families do their “homework” about 529 savings plans, but missteps are made, often with the distribution of these plans.

  • 10 Bad Money Habits to Break: Behaviors Worth Changing

    10 Bad Money Habits to Break: Behaviors Worth Changing April 2013 - Do bad money habits constrain your financial progress? It's spring cleaning time--as good a time as any to alter your behavior, get rid of old bad habits, and clean your financial house.

  • Common Deductions Taxpayers Overlook

    Common Deductions Taxpayers Overlook March 2013 - Every year, as a result of oversight, taxpayers miss some great federal income tax deductions. Here are a few that often go unnoticed—and this is by no means the whole list.

  • A Fiscal Cliff Deal Emerges

    A Fiscal Cliff Deal Emerges February 2013 - Assuming the fiscal cliff deal becomes law, what changes would occur? Here are the major details in the bill, which would raise taxes by roughly $600 billion across the next ten years.

  • Prepared to Retire?

    Prepared to Retire? January 2013 - Two-thirds of Americans have no financial plan. Having some written, planned financial objectives that you review periodically with an advisor, gives a better understanding and more confidence for retirement.

  • IMPORTANT IRS ADJUSTMENTS FOR THE NEW YEAR

    IMPORTANT IRS ADJUSTMENTS FOR THE NEW YEAR December 2012 - IRS adjustments for 2013: IRAs & workplace retirement plans have higher contribution limits. Gift tax, LTCI premiums, the kiddie tax, and the foreign earned income exclusion also have changes.

  • OUT-OF-THE-BOX WAYS TO PAY FOR COLLEGE

    OUT-OF-THE-BOX WAYS TO PAY FOR COLLEGE November 2012 - How to pay for college? In addition to grants, loans, merit-based aid, and your student holding down a job, there are other ways to reduce college cost, some little recognized.

  • The Major Retirement Planning Mistakes

    The Major Retirement Planning Mistakes October 2012 - Here are some classic financial missteps that plague retirees. Why not plan to avoid them? Take a little time to review and refine your retirement strategy with a financial professional you know and trust.

  • HAS YOUR IDENTITY BEEN STOLEN?

    HAS YOUR IDENTITY BEEN STOLEN? September 2012 - Cybercrime hits over 74 million Americans annually. There are warning signs of cybercrime. Watching out for them just might save you money and headaches. Here are some tips.

 

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