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Financial Planning
Increasing Retirement Funds By Integrating Existing Retirement Fund Sources (And By Increasing Saving For Retirement)
Funding for retirement is a concern shared by many baby boomers and seniors who are concerned about the dwindling value of their retirement investments. The number one goal of baby…
Read MoreIs it better to pay someone to do your taxes or do them yourself? We’ll help you decide.
Choosing whether to do your own taxes or pay a pro is a big decision. Here’s everything you need to know about hiring someone to filed your taxes for you…
Read MoreDon’t risk a tax audit. Here are four reasons the IRS may flag your return
Tax season is in full swing, and the headlines tell of a “historic” funding deal that will “help” the IRS hire more employees to process our tax returns. Enjoy…
Read MoreWant to retire a millionaire? Here is why you should open a Roth IRA–even if you have a 401(k) plan
For young people, saving for retirement may be low on your list priorities — somewhere between cleaning the bathroom and going to the DMV. Yet according to financial advisors, investing…
Read MoreThis frequently used Social Security strategy could potentially cost you $182,000
A new study explores the reasons workers claim Social Security benefits early, as most would be better off to wait and claim them at 70. The typical worker is leaving…
Read MoreOp-ed: Here’s a year-end checklist to help you navigate some complicated financial issues
Are you ready for the upcoming year’s end? Review these three essential financial steps to help ensure that your finances are maintained, your investments are risk aligned, and your tax…
Read MoreWhat Is Debt Consolidation, and Should I Consolidate?
If you’re concerned about debt and want to find a way to reduce the stress and make it easier to pay down, debt consolidation might be a good choice. Learn…
Read MoreThe 4% Rule for Retirement Spending Makes a Comeback
Retirees are getting some good news: The 4% spending rule is back. Thanks to high inflation and volatile stock and bond markets, the traditional advice for retirees who need to…
Read MoreOutrage at Starbucks’ tipping prompt shows people don’t get how the tipping con works
Tipping and how we tip can feel complicated, but it doesn‘t have to be. We all want to thank our favorite baristas, but a lot of us don‘t know how.…
Read MoreTop economist Mohamed El-Erian says we’re not just headed for another recession, but a ‘profound economic and financial shift’
Try not to listen to the dire predictions of an impending recession…you should be concerned, but maybe not as much as you think. This time it’s a bit more complicated.…
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