IT'S ALL ABOUT MONEY MANAGEMENT

  • Social Security Gets Its Biggest Boost in Years

    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.

  • End-of-the-Year Money Moves

    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.

  • Debunking Popular Retirement Myths

    Debunking Popular Retirement Myths November 2018 - Generalizations about money and retirement linger. Some have been around for decades, and some new clichés have recently joined their ranks. Let’s examine a few.

  • Avoid These Life Insurance Missteps

    Avoid These Life Insurance Missteps October 2018 - Shop wisely when you look for life insurance coverage. Compare your options. Make your choice with insight from an insurance professional, to help you avoid some of these all-too-common missteps.

  • Leaving a Legacy to Your Grandkids

    Leaving a Legacy to Your Grandkids September 2018 - Grandparents Day provides a reminder about family legacies. Your thoughtful actions and guidance could help your grandchildren enter adulthood with good values and a promising financial start.

  • How Much Do You Really Know about Long-Term Care?

    How Much Do You Really Know about Long-Term Care? August 2018 - How much does eldercare cost, and how do you arrange it when it is needed? The average person might not know. For clarification, here are some facts to dispel some myths.

  • 1031 Exchanges: What, Why, When, & How

    1031 Exchanges: What, Why, When, & How July 2018 - Real estate investors may want to explore like-kind (1031 or Starker) exchanges. This lets an investor sell one property and buy a similar one while deferring capital gains taxes.

  • The Major 2018 Federal Tax Changes

    The Major 2018 Federal Tax Changes June 2018 - The Tax Cuts and Jobs Act made dramatic changes to federal tax law. It is worth reviewing some of these changes as 2019 approaches and households and businesses refine their income tax strategies.

  • Annuities for Retirement Income

    Annuities for Retirement Income May 2018 - An income stream you cannot outlive. That sums up the appeal of an annuity. If you are interested in steady retirement income (and the potential to defer taxes), you might want to look at the potential offered by annuities. Before making the leap, however, understand how they work.

  • The Benefits of a Roth IRA

    The Benefits of a Roth IRA April 2018 - Why do so many people choose a Roth IRA rather than a traditional IRA? Let's look at the trade-off you make when you contribute to a Roth IRA—a trade-off many savers are happy to make.

 

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