Financial Planning
Not Everyone Should Wait to Claim Their Social Security Benefits
There is no one size fits all approach to claiming Social Security benefits. Knowing when to claim your Social Security benefits is complicated because everyone’s story is vastly different. In…
Read MoreThere’s more than taxes to deal with when your spouse dies
Discussing money matters while living can avoid future grief when your spouse dies. Losing a spouse can bring more than just emotional grief. Often times, the living spouse is left…
Read MoreThe No. 1 thing that can improve the retirement security of older workers according to a study
Ready for today’s retirement investing pop quiz? Are you prepared for retirement? Will your money last? In this article, MarketWatch discusses what you can do to help improve your chances of…
Read MoreHere’s Why Warren Buffett Is Right and Dave Ramsey Is Wrong About Mortgages
Financial experts and investors may sometimes give conflicting advice – Warren Buffett and Dave Ramsey are no exception. In this article by The Motley Fool, Dave Ramsey urges people to…
Read MoreStruggling? Here are 5 things you can do to fortify your finances.
Cost of living is up, income is down—a few adjustments here and there can potentially help boost your bank account. For most Americans, 2021 brought much financial strain. Household debt…
Read MoreThree Reasons Rich People Buy Life Insurance
You may be surprised to find life insurance is still important even for people with plenty of money. According to this article by The Motley Fool, life insurance is still…
Read MoreA Couple Stored IRA Gold at Home. They Owe the IRS More Than $300,000.
It can be dangerous to invest retirement-plan funds in esoteric assets without proper guidance. A husband and wife in Rhode Island have learned that lesson the hard way. Don’t make…
Read MoreYou May Be Shocked by the Average Social Security Benefit in 2022
Key Points Average Social Security benefits are going up in 2022. The average Social Security benefit is still lower than you might expect. Most people can’t live on Social Security…
Read MoreHow Everyday Decisions Affect Your Wealth, According to an Economist
Annamaria Lusardi found that people with similar salaries throughout their careers retired with different levels of wealth When Annamaria Lusardi was a doctorate student studying savings behavior in the early…
Read MoreContemplating Retirement Income? Start Here
Nonportfolio strategies can deliver have a big payoff for retirees’ plans. Our recent research on withdrawal rates drew a sobering conclusion: Because of low bond yields and high equity valuations today,…
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