Posts by webteam

Smart Financial Moves in Your 20s, 30s, 40s, & 50s

The right moves for every age. Have you ever mapped out your financial timeline? If you’re like many Americans, it may have been more difficult than anticipated. One of the most helpful ways to achieve your financial goals is to break it down by your age. After all, depending where you are on life’s journey,…

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Your Emergency Fund: How Much is Enough?

An emergency fund may help alleviate the stress associated with a financial crisis. Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family ends up on a first-name basis with the nurse at urgent care. Then, as you’re driving to work, giving yourself your best,…

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When a Family Member Dies

A financial checklist for the most difficult of times. The passing of a loved one irrevocably alters family life. After a death, there is so much to attend to; it is better to do it sooner rather than later. Here, then, is a list of what commonly needs to be looked after. Request copies of…

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Episode #1: What’s The Deal With RMDs?

What are Required Minimum Distributions, do you have to take them, and how do they affect your financial plans for retirement? David gets you up to speed on the essentials so you don’t make crucial mistakes that could affect you as you near retirement.

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The Case for Women Working Past 65

Why striving to stay in the workforce a little longer may make financial sense. The median retirement age for an American woman is 62. The Federal Reserve says so in its most recent Survey of Household Economics and Decisionmaking (2017). Sixty-two, of course, is the age when seniors first become eligible for Social Security retirement benefits. This factoid…

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Managing Money Well as a Couple

What are the keys in planning to grow wealthy together? When you marry or simply share a household with someone, your financial life changes – and your approach to managing your money may change as well. To succeed as a couple, you may also have to succeed financially. The good news is that is usually…

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A Setback for the Fiduciary Rule

A Court of Appeals ruling could set the stage for a Supreme Court opinion. The fiduciary rule is now a retirement planning standard – at least in 47 states. A recent appeals court ruling has dealt a blow to this new financial industry regulation, which has been applauded by investors and financial professionals alike.1 You probably…

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A Retirement Gender Gap

Why a middle-class woman may end up less ready to retire than a middle-class man. What is the retirement outlook for the average fifty-something working woman? As a generalization, less sunny than that of a man in her age group. Most middle-class retirees get their income from three sources. An influential 2016 National Institute on…

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Retirement Questions That Have Nothing to Do With Money

Think about these matters before you leave work for the last time. Retirement planning is not entirely financial. Your degree of happiness in your “second act” may depend on some factors you cannot quantify. Here are a few of those factors as well as the questions they may end up provoking in your mind. Where…

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Your 2018 Financial To-Do List

Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for 2018? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to lowering your taxes. You have…

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