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Rollovers May Offer Benefits When Changing Jobs
Consolidating retirement accounts can help your retirement immensely For many individuals, changing jobs can be an exciting opportunity to advance their career or pursue new interests. However, it can also present a challenge when...
Read MoreIssues Unique to Older Individuals
What is it?You may view getting older with mixed emotions. While you look forward to retirement, you worry about your finances and the cost and availability of health care, and you wonder what will happen to you if you become unable to...
Read MoreRetirement at 59 – Why Gen Z Thinks So
What’s Driving Gen Z's Early Retirement AmbitionsGeneration Z, also known as Gen Z, is the demographic group born between 1997 and 2012. This generation is characterized by its confidence and ambition, and many members of Gen Z...
Read MoreIntegrating Social Security with Other Retirement Plans
What is it?You may receive retirement and/or survivor's benefits from sources other than Social Security. Perhaps you are a federal employee, or maybe your employer pays you a pension. You can plan better for retirement if you know how...
Read MoreMarital and Related Trusts
What are marital and related trusts?The term "marital and related trusts" refers to the several types of trusts that married individuals can establish to maximize use of their estate tax applicable exclusion amounts (the amount that...
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Five Things That Actually Get Better With Age
Planning financially for retirement can help you age with confidenceYes, there are good things about being old, such as increased happiness, less stress, better marriages and deeper friendships. You seldom hear that: People...
Read MoreDid the FAANG+ Stocks Have Their Teeth Pulled
In 2022, the top 10 tech stocks lost $4.6 trillion in market cap (Japan’s GDP)After years of crazy growth, the tech sector was hit particularly hard in 2022, with the NASDAQ turning in its worst year since 2008, as it lost about...
Read MoreWealth Due to Inheritance
What is it?If you're the beneficiary of a large inheritance, you may find yourself suddenly wealthy. Even if you expected the inheritance, you may be surprised by the size of the bequest or the diverse assets you've inherited. You'll...
Read MoreTime to Unleash the Dogs of the Dow in 2023?
Stock markets in the U.S. and around the globe turned in a rotten 2022, with fears of inflation, rising rates, and supply chain issues swirling around the economy and markets all year. Seven interest rate hikes from the Fed, 40-year...
Read MoreDo You Need Financial Wellness?
Financial wellness is the ability to have a healthy financial life and feel good about your financial situation. Financial wellness doesn't have just one meaning because it can mean something different to each person. Financial...
Read MoreWhy Is Home Buying a Key Personal Investment?
It is considered a truism that owning a home is a better financial option than renting. After all, the logic goes, why should you pay your landlord’s mortgage when you can pay your own? Intuitively, it feels true, but how true is...
Read More6 Hacks to Make New Year’s Resolutions Stick
Someone once told me that quitting smoking is easy. He had already done it a half-dozen times. The same can be said for many of the resolutions people make, whether it’s getting more exercise, eating right, or setting a...
Read MoreBe Your Most Organized Self This Year
A planner can be a game-changing tool—one that really causes you to not only plan for change, but to stick to it. It’s something you can go back to when you need a reminder of your daily tasks, long-term goals, or any...
Read MoreCountdown To Investing in the New Year
If one of your New Year's resolutions involves enhancing and expanding your investment portfolio, look no further. In a true New Year's Eve countdown tradition, ask yourself these 10 questions to help...
Read MoreHave You Checked Your Retirement Plan Lately?
It's generally a good idea to review your employer-sponsored retirement savings plan at least once each year and when major life changes occur. If you haven't given your plan a thorough review within the last 12 months, now may be a...
Read More5 Do’s and Don'ts for Charitable Giving During the Holidays
The fourth quarter holidays are often seen as one of the prime times to take out your checkbook — not only do many charities put in extra efforts helping others this time of year, but donating is also a smart financial move....
Read MoreThe 12 Days of Year-End Planning
Things to Consider Going into “The New Year" (Year-End Planning Checklist)The end of the year is necessary to reflect on your financial picture, review the last 12 months, and plan for the future. With all that is involved, it...
Read MoreThanks and Giving: How You Make a Difference on Giving Tuesday
Giving Tuesday is a day to extend the goodwill that the holiday season may bring to help others. With so many in need, the holiday season is a reminder to help those less fortunate. Whether you want to donate your time or contribute...
Read MoreBeing Thankful for Financial Wellness
‘Tis the season to give thanks for the many blessings that you have received throughout the year and blessings that help you as you move into the future. One thing to be truly thankful for is financial wellness. When you are...
Read MoreChoosing a Retirement Plan for Your Business
You’re an entrepreneur and you’re not looking back. You’ve opened your own business, whether alone or with partners, and you’ve achieved success. Now you’re thinking about retirement, not just for you, but...
Read MoreWhat You Need to Know about Financial Fraud
Many of us grew up in a world where it was customary to be friendly, courteous, and trusting. Unfortunately, assumptions concerning these standards of conduct can sometimes get us into trouble. Con artists offering a variety of...
Read MoreSaving for Your Retirement
Major considerationsHow much will you need in retirement?When do you plan to retire? What kind of lifestyle do you desire? How much do you have right now that you can count on for your retirement? What about Social Security; do you...
Read MoreTips to Avoid Common Estate Planning Mistakes
Whether your estate plan is simple or complex, there are many details, which are often overlooked, that can undermine your plan’s effectiveness. Are you aware of these common estate planning mistakes?
Read MoreAre You Retirement Ready? 5 Ways to Help Your Parents Prepare for Retirement
The sandwich generation is a term commonly used to describe those between the ages of 40 and 59 who are responsible for raising their family and are also often helping their aging parents manage their ongoing needs.
Read More6 Ways to Minimize Your Tax Liability Throughout the Year
You don't need to wait until the end of the year to look for ways to minimize your tax liability. Tax planning should take place throughout the year to have you prepared well ahead of tax season.
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