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Like a roller coaster, life is full of ups and downs. Unfortunately those “downs” tend to come just as you’ve gotten onto a good track toward a secure future. After you hit the peak of your career and you’re beginning to build up your retirement account, the kids go off…
Income tax audits are rare, but most of us definitely want to avoid them. Even if you’ve done nothing “wrong”, the scrutiny can be nerve-wracking and uncomfortable. Luckily, most IRS audits are not random, and are triggered by one of these five common factors. Avoid them, and you lower (but…
If you’re like most people, you always appreciate an opportunity to save money. You might even be actively looking for ways to save, so that you can stash more money in your retirement fund. That’s good thinking! Unfortunately, some common “savings” opportunities don’t really save you any money at all….
What’s your retirement dream? For some, world travel is the goal. For others, hobbies and activities are a high priority. But we can probably all agree on one thing: Retiring without debt would feel great! Imagine how much fun you could have, if you aren’t burdened by bills. Unfortunately, about…
When you try to picture yourself in the distant future, what do you see? It probably feels hard to imagine, doesn’t it? Studies have demonstrated that when we think about our lives this way, we tend to view ourselves as strangers. It’s simply difficult to picture ourselves more than a…
Planning for retirement is much more difficult for Baby Boomers than it was for previous generations, for many reasons. One of those complicating factors is the disappearance of company pension funds. Many companies are phasing them out these days, either by discontinuing them entirely or offering lump-sum payments in the…
Like most people, you probably have a good idea of how you want to live in retirement. But you might also worry about making the transition to a fixed income. It can be scary to take that leap of faith, but implementing these six steps in the years before your…
At the turn of a new year, how are you feeling about your retirement savings? Whether or not you were able to stash the maximum allowable amounts in your retirement fund last year, 2017 brings a brand new opportunity. To best prepare for your eventual retirement, you should be trying…
From the financial crisis of 2008, and over the course of the Great Recession, interest rates remained historically low. Then, we all waited in anticipation as the Fed discussed raising rates in response to an improving economy. Finally, a rate hike was issued in December 2015, and then again just…
If you’re caring for aging parents, you might find yourself in an interesting position. Your own kids might be in college, or starting their own careers and families. They still need you! Meanwhile, your parents need help with legal and financial issues, or even daily care such as bathing, dressing,…
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