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Once your kids have reached age 18, you’re finished with parenting, right? If you’re chuckling right now, it’s because you know that is far from the truth. Those of you with teenagers will find out soon enough! The truth is, parenting is never really “over”. It just changes form throughout…
As you transition from your working years to retirement, it’s normal to feel a bit of anxiety over your plans. You run the numbers, you analyze your situation from various angles, and hopefully you’ve consulted with a financial advisor to establish reliable streams of income. But there is one potential…
With regard to retirement planning, we tend to focus on savings. We advise you to start saving early, take advantage of all savings opportunities, and to save as much money as you can. And yes, growing a retirement nest egg is certainly important. Retirement planning also requires a careful analysis…
In today’s contentious political landscape, it is rare to see lawmakers agreeing on anything… But in late May, the Secure Act passed Congress with an overwhelmingly positive vote of 417-3. Now, the bill will move on to the Senate, where it will be evaluated (and potentially changed a bit). If…
Sometimes, news headlines can appear more alarming than necessary. On top of that, we all hear rumors from coworkers and friends, that can be upsetting if we don’t take the time to fact check them. With Social Security being such a large and complex government program, most of us don’t…
You’ve probably heard that money is one of the leading causes of disagreement and even divorce. And yes, it is the leading cause cited in 22 percent of all divorces*. Financial discord is also one of the top three factors behind all breakups (including unmarried couples). Clearly, no matter how…
When you think of financial planning, you probably focus more on saving and investing. And yes, these are important parts of your financial life, particularly with regard to preparing for retirement. But there’s another large component of sound financial planning, and it involves your spending. Not only is your budget…
If you took the important step to open a retirement account years ago, and you’ve been faithfully saving ever since, we want to congratulate you on smart, responsible financial planning. Many people don’t think about retirement until much later, so you’re ahead of the game. But at some point, you…
Most of us anticipate that our retirement incomes will be derived from several sources, such as withdrawals from a retirement account, a pension or annuity, and of course, Social Security. Part of the retirement planning process involves maximizing each of those sources, so that you can build the most retirement…
At some point during your career, you might find yourself deciding what to do with an “old” 401(k). This typically refers to a 401(k) fund to which you can no longer contribute (such as in the case of changing employers or being laid off by an employer). The money is…
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