Moneywise
IT'S ALL ABOUT MONEY MANAGEMENT
-
Roth IRA Conversion in the Era of COVID-19 Is it right for you?
May 2020 -
The COVID-19 pandemic
has shaken up nearly every
aspect of American life. To say it’s been a difficult time would be an understatement.
-
Coronavirus & More
April 2020 -
In international news, the latest coronavirus outbreak has hit China, now referred to as COVID-19, leading to closed borders and heightened screening at hospitals worldwide.
-
The SECURE Act: Long-established retirement account rules change.
March 2020 -
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. It will require a change in strategy for many Americans. For others, new opportunities may be revealed.
-
2019 IRA Deadlines Are Approaching
February 2020 -
April may be associated with taxes, but we should also associate April with important IRA deadlines. Here are points to know about dates, withdrawals, contributions, and tax deductions.
-
Measuring the Value of a Financial Advisor
January 2020 -
A 2019 study by Vanguard, one of the world’s largest money managers, concludes that a relationship with a financial advisor, especially an independent one, can make a difference for investors.
-
End-of-the-Year Money Moves
December 2019 -
Here are some things you might consider before saying goodbye to 2019. Little year-end moves might help you with your taxes, improving your short-term and long-term financial situation.
-
Health Insurance Options for Georgia in 2020
November 2019 -
This is when people without group health benefits have to find the most affordable health insurance for next year. There's Medicare, Obamacare, alternatives, and short term medical.
-
Your Extended Care Strategy
October 2019 -
Are you prepared for the possibility—and expense—of eldercare? Do you have an extra $33,000 to $100,000 to spare this year? How about next year, and the year after that? Probably not, so consider this.
-
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.
-
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.
