Why You Want a Retirement Plan in Writing
Many people save and invest vaguely for the future. They know they need to accumulate money for retirement, but when...
Good Reasons to Retire Later
Are you in your fifties and unsure if you have enough retirement savings? Then you have two basic financial choices....
Managing Student Loan Debt
Are you dealing with student loan debt? Have you explored ways to try and restructure it or have it forgiven?...
For Retirement, Income Matters as Much as Savings
Steady income or a lump sum? Last year, financial services firm TIAA asked working Americans: if you could choose between...
Fear Must Not Inhibit a Financial Strategy
Fear affects investors in two distinct ways. Every so often, a bulletin, headline, or sustained economic or market trend will...
Talking to Your Heirs About Your Estate Plan
Talking about “the end” is not the easiest thing to do, and this is one reason why some people never...
Year-End Charitable Gifting
Are you making charitable donations this holiday season? If so, you should know about some of the financial “fine print”...
Are Too Many Baby Boomers Too Indebted?
Imagine retiring with $50,000 of debt. Some new retirees owe more than that. Outstanding home loans, education debt, small business...
Avoiding the Cybercrooks
Imagine finding out that your computer has been hacked. The hackers leave you a message: if you want your data...
Are You Really Saving Enough for Retirement?
Are you on track to save $1 million or more for retirement? If you are 50 or younger, you may...