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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment world or concepts from the financial industry, you can read about it here. So keep checking in. We’re glad to have you reading along.

 

Monday, April 9, 2018

The month of April has opened with some volatile market swings. It’s during times like this that we need to take a step back, avoid getting caught up in the headlines, and look at the big picture of the economic and market environment.

 

Thursday, April 5, 2018

Wealthvision is designed to consolidate all of your accounts, assets and information into one secure location, making your personal financial life easier.

 

Thursday, April 5, 2018

Investing with an eye toward promoting social, political, or environmental concerns (or at least not supporting activities you feel are harmful) doesn't mean you have to forgo pursuing a return on your money.

 

Thursday, March 29, 2018

Ever since a legal secretary named Ida May Fuller received the first retirement benefit check in 1940, women have been counting on Social Security to provide much-needed retirement income.

 

Thursday, March 29, 2018

Nowadays, it's easier than ever to get caught up in the cycle of credit card debt. In fact, it's become a growing problem for many Americans.

 

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Thursday, March 29, 2018

Creating a budget is the first key to successfully manage your finances. Knowing exactly how you are spending your money each month can set you on a more clear path to pursue your financial goals.

 

Monday, March 26, 2018

The first quarter of 2018 is wrapping up, and it’s time to spring forward and look ahead to what we could expect in the coming months. After a large market drop kicking off the month of February, March has been relatively calm...

 

Thursday, March 22, 2018

The Tax Cut and Jobs Act substantially increased the standard deduction amounts for 2018 to 2025. It also eliminated or restricted many itemized deductions for those years.

 

Thursday, March 22, 2018

No matter what your age or stage of life, targeting a goal for monthly retirement income can seem like a daunting task. Following are four considerations to help you get started.

 

Thursday, March 22, 2018

The survey is one of the nation's primary sources of information on the financial condition of different types of households. Here are a few interesting observations gleaned from the most recent surveys.

 

Friday, March 16, 2018

The Equifax data breach was initially announced in September 2017, with an estimated 143 million Americans affected. In early March of 2018 it was announced that an additional 2.4 million consumers were affected as well. [i] While many...

 

Wednesday, March 14, 2018

Going through years of accumulated possessions and memories is probably not how you envisioned spending part of your retirement. It may sound like a daunting and emotionally draining task, but downsizing could be a good move.

 

Wednesday, March 14, 2018

Are employer wellness programs worth the investment? A review of some of the key studies examining the topic seems to indicate that such programs may indeed bring a variety of organizational benefits, depending on your objectives.

 

Wednesday, March 14, 2018

529 plans were created 22 years ago, in 1996, to give people a tax-advantaged way to save for college. Roth IRAs were created a year later, in 1997, to give people a tax-advantaged way to save for retirement.

 

Wednesday, March 14, 2018

Severe weather can test even the most seasoned homeowners. And while storm hazards such as power outages, downed trees, and flooding can result in costly damage to your home, they can also put your family's safety at risk.

 

Wednesday, March 14, 2018

Critical illness insurance will pay you a lump sum if you are diagnosed with certain illnesses or injuries.

 

Wednesday, March 14, 2018

Being named as the executor of a family member's estate is generally an honor. It means that person has been chosen to handle the financial affairs of the deceased individual and is trusted to help carry out his or her wishes.

 

Wednesday, March 14, 2018

Tax filing season is here again. If you haven't done so already, you'll want to start pulling things together. You'll need these records whether you're preparing your own return or paying someone else to prepare your tax return for you.

 

Thursday, February 8, 2018

If you or a loved one needs long-term care, other choices besides nursing home care may be available. Here are some of the other options. Home care Most people would prefer to stay in their homes as long as possible. Depending on your...

 

Thursday, February 8, 2018

Inflation is one of the key factors you will need to consider when planning for retirement. Not only will the cost of living rise while you're accumulating assets for retirement, but it will continue to rise during your retirement.

 

Thursday, February 8, 2018

It's human nature to put off complicated or emotionally heavy tasks. Talking with aging parents about their finances, health, and overall well-being might fall in this category.

 

Thursday, February 8, 2018

If you've suffered property loss as the result of a natural or man-made disaster in 2017, you may be able to claim a casualty loss deduction on your federal income tax return.

 

Thursday, February 8, 2018

Money is power. A fool and his money are soon parted. A penny saved is a penny earned. Money is the root of all evil. Do any of these expressions ring true for you?

 

Tuesday, February 6, 2018

After more than 18 months of nearly uninterrupted advances, the U.S. equity markets started declining last week, with a large sell-off on February 5, 2018. Although it is always difficult to endure these declines when they’re...

 

Sunday, January 14, 2018

Sadly, for many women, becoming a widow is a first step toward economic hardship. That's why it's critical for you to organize your finances after your spouse's death and take ongoing steps to secure your financial future.

 

Sunday, January 14, 2018

Are you planning to go back to school but not sure how you'll pay for it? If you're currently employed, a good starting point is to find out whether any employer-provided education benefits are available to you.

 

Friday, January 5, 2018

On December 22, President Trump signed the 2017 Tax Cuts and Jobs Act into law. Although the depth of detail of this new law may be intimidating, on balance, we believe its passage provides firmer footing for investors as we begin 2018.

 

Thursday, December 21, 2017

Health flexible spending accounts (FSAs) are a great way for individuals to pay qualified medical and dental expenses using pre-tax dollars. While IRS rules do allow employers to offer either a carryover or grace period option for...

 

Tuesday, December 19, 2017

Imagine that you receive an email with an urgent message asking you to verify your banking information by clicking on a link. Just like that, you're at risk for identity theft because you were tricked by a social engineering scam.

 

Tuesday, December 19, 2017

You may not mind if a legitimate robocall provides a helpful announcement from your child's school or an appointment reminder from a doctor's office. But sadly, criminals often use robocalls for nefarious purposes.

 

Tuesday, December 19, 2017

For long-term investment goals such as retirement, time can be one of your biggest advantages. That's because time allows your investment dollars to do some of the hard work for you through a principle known as compounding.

 

Tuesday, December 19, 2017

Every year, the IRS announces cost-of-living adjustments that affect contribution limits for retirement plans, thresholds for deductions and credits, and standard deduction and personal exemption amounts. Here are the numbers for 2018.

 

Tuesday, December 19, 2017

Many market shocks are short-lived once investors conclude the event is unlikely to cause lasting economic damage. Still, major market downturns are powerful reminders that we cannot control or predict when precarious situations will arise.

 

Thursday, November 30, 2017

Women face special challenges when planning for retirement. To meet these financial challenges, you'll need to make retirement planning a priority.

 

Thursday, November 30, 2017

Just getting out into the "real world?" These six steps can help your bottom line.

 

Thursday, November 30, 2017

Does your company use electronic data? Does it store or communicate potentially sensitive information about customers, employees, or competitors? If so, then a breach of that data could cost your company plenty.

 

Wednesday, November 29, 2017

A new year is right around the corner, bringing with it a fresh start for you and your finances. What will you do this year to help improve your financial situation?

 

Wednesday, November 29, 2017

If your financial plan for 2017 didn't work out the way you wanted it to, don't beat yourself up. Instead, ask yourself the following questions to determine what you can learn from reflecting on your financial situation this year.

 

Wednesday, November 29, 2017

In 2016, the first wave of baby boomers turned 70½, and many more reach that milestone in 2017 and 2018. What's so special about 70½? That's the age when you must begin taking required minimum distributions (RMDs).

 

Wednesday, November 29, 2017

It's no secret that the demographic profile of the United States is growing older at a rapid pace. GDP growth during this recovery has been weak. Could demographic changes be the reason?

 

Wednesday, November 29, 2017

Even if you're generally comfortable with your finances, you may occasionally worry about how much you're spending, especially if you consistently have trouble saving for short- or long-term goals.

 

Monday, November 27, 2017

Traditional business cycle drivers are expected to take a larger role in spurring further economic and market growth in 2018, as we have experienced a fundamental shift in the forces behind this continued economic expansion.

 

Wednesday, October 25, 2017

This time of year can seem quiet, with summer vacations and back to school behind us, but the buzz of the holiday season still a few weeks away. Although this sense of calm may be a welcomed break, there is plenty to discuss.

 

Wednesday, October 18, 2017

Statistically speaking, women live longer than men; if you're married, that means that the odds are that you're going to outlive your husband. That's significant for a couple of reasons.

 

Wednesday, October 18, 2017

A will is often the cornerstone of an estate plan. Here are five things you can do with a will.

 

Wednesday, October 18, 2017

You may think that the chances of becoming disabled during your working years are slight, and even if you did get hurt or had to miss time at work, you could get by because you have group disability insurance.

 

Wednesday, October 18, 2017

Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.

 

Wednesday, October 18, 2017

There is no magic formula to determine how much you or your child should borrow to pay for college. But there is such a thing as borrowing too much. How much is too much? Here are some guidelines.

 

Wednesday, October 18, 2017

Trimming college costs up front can help families avoid excessive college borrowing and the burdensome student loan payments that come with it. Here are some ideas.

 

Monday, October 2, 2017

During the past several weeks, we’ve seen news headlines dominated by everything from extreme weather to heightened geopolitical risks, with speculation on policy changes in the U.S. an ongoing hot topic.

 

Wednesday, September 20, 2017

On September 7, 2017, Equifax, one of the three main credit reporting agencies, announced a massive data security breach that exposed vital personal identification data - including names, addresses, birth dates, and SSNs.

 

Wednesday, September 20, 2017

As you progress along your career path, there's no telling how far you'll go. But to fully reap the financial rewards of all your hard work, you'll need to take charge of your own career--here are a few issues you'll want to address.

 

Wednesday, September 20, 2017

For several years, the Social Security Administration mailed statements every five years to people starting at age 25, but due to budgetary concerns, the SSA has stopped mailing Social Security Statements to individuals under age 60.

 

Wednesday, September 20, 2017

During the Medicare Open Enrollment Period that runs from October 15 through December 7, you can make changes to your Medicare coverage that will be effective on January 1, 2018.

 

Wednesday, September 20, 2017

With some private colleges now crossing the once unthinkable $70,000-per-year mark in the 2017/2018 school year, and higher costs at public colleges, too, financial aid is essential for many families.

 

Wednesday, September 20, 2017

It's a catch-22: You feel that you should focus on paying down debt, but you also want to save for retirement. It may be comforting to know you're not alone: 18% of today's workers describe their debt as a major problem.

 

Wednesday, September 20, 2017

The opportunity to acquire company stock — inside or outside a workplace retirement plan — can be a lucrative employee benefit. But having too much of your retirement plan assets in one investment could expose you to concentration risk.

 

Tuesday, August 22, 2017

As summer winds down, vacations come to a close, and kids head back to school, the calendar is relatively quiet in terms of major market events. Earnings season for corporate America—which was a good one—is behind us.

 

Thursday, August 17, 2017

Women are increasingly taking responsibility for managing their own money. However, many women, including high-level professionals who are experts in their field, may not feel confident about their investing abilities.

 

Thursday, August 17, 2017

The documentation needed to obtain a federal income tax deduction for donating used property to a charity typically depends on the value of the property. Keep the records so that you can provide them to the IRS if requested to do so.

 

Thursday, August 17, 2017

The Federal Open Market Committee (FOMC) adjusts interest rates to help keep inflation near a 2% target. How is this calculated?

 

Thursday, August 17, 2017

If you plan to continue working after you reach age 65, you may be wondering how Medicare coordinates with your employer's group health plan. Here are some guidelines on how to compare coverages.

 

Thursday, August 17, 2017

Life can be busy. The requirements of work and family often leave little time to step back and think about where you've been and where you're heading. But as your responsibilities grow, so does your need for life insurance.

 

Thursday, August 17, 2017

Women in the workforce generally earn less than men. While the gender pay gap is narrowing, it is still significant. The difference in wages, coupled with other factors, can lead to a shortfall in retirement savings for women.

 

Wednesday, August 16, 2017

For Immediate Release Marlton, NJ- August 16, 2017 –Eric T. Allen, CFP®, Paraplanner Assistant at M Financial Planning Services in Marlton, NJ has been authorized by the Certified Financial Planner Board of Standards ...

 

Monday, July 24, 2017

The hottest part of the summer has arrived across the U.S., with temperatures well into the 90s in many places. At the same time, the stock market has put together a pretty impressive hot streak of its own.

 

Thursday, July 20, 2017

In its 27th annual Retirement Confidence Survey, the Employee Benefit Research Institute discovered that 60% of today's workers feel very or somewhat confident in having enough money to retire comfortably, down from 64% in 2016.

 

Thursday, July 20, 2017

If you're the parent of a young adult who is still living at home, you might be wondering whether this situation is commonplace.

 

Thursday, July 20, 2017

If you're looking to save money for college, one option to consider is a 529 college savings plan.

 

Thursday, July 20, 2017

How much do you know about market basics? Put your investing IQ to the test with this quiz on stocks, bonds, and mutual funds.

 

Thursday, July 20, 2017

Planning on working during retirement? Recent studies have consistently shown that a majority of retirees plan to work at least some period of time during their retirement years. Here are some points to consider.

 

Friday, June 23, 2017

After years of keeping the benchmark federal funds rate at historic lows, the Federal Reserve has been raising it gradually.

 

Thursday, June 22, 2017

If you're planning to remarry, you must decide how you and your fiance will combine your finances, and you'll need to plan a financial strategy that considers the financial responsibilities that each partner brings to the table.

 

Thursday, June 22, 2017

Yes, you can make a direct or 60-day rollover from a 401(k) plan [or other qualified plan, 403(b) plan, or governmental 457(b) plan] to a Roth IRA, as long as you meet certain requirements.

 

Thursday, June 22, 2017

Generally, the term "rollover IRA" refers to an IRA that you establish to receive funds from an employer retirement plan like a 401(k). A rollover IRA is also sometimes referred to as a "conduit IRA."

 

Wednesday, June 21, 2017

It's a vicious cycle: Money is one of the greatest causes of stress, prolonged stress can lead to serious health issues, and health issues often result in yet more financial struggles.

 

Wednesday, June 21, 2017

While no one can predict the future, the possibility of tax reform is once again in the spotlight.

 

Wednesday, June 21, 2017

You've probably heard the news that the Federal Reserve has been raising its benchmark federal funds rate. The Fed doesn't directly control consumer interest rates, but changes to the federal funds rate often affect consumer borrowing costs

 

Friday, June 2, 2017

Marlton, NJ — June 2, 2017 — Ted Massaro, CLU, AEP, Chartered Financial Consultant, an independent financial advisor at M Financial Planning Services in Marlton, NJ, recently attended LPL Financial’s Private Wealth...

 

Monday, May 22, 2017

Another earnings season is in the books and it was a good one. With more than 90% of S&P 500 companies having reported first quarter 2017 results, S&P 500 earnings are tracking to a solid year-over-year increase of more than 14%.

 

Friday, May 19, 2017

Even if you never thought about signing a prenuptial agreement the first time you married, it's wise to consider it now, because marriage is often more complicated the second (or third or fourth) time around.

 

Friday, May 19, 2017

A pet trust is an arrangement to provide for the care and financial support of your pet(s) upon your disability or death.

 

Friday, May 19, 2017

A funeral trust is an arrangement entered into with a provider of funeral or burial services. Prepaying funeral expenses may allow you to "lock in" costs for future funeral or burial services at an agreed-upon price.

 

Friday, May 19, 2017

In a recent survey, 46% of retirees said they retired earlier than planned, and not necessarily because they chose to do so. In fact, many said they had to leave the workforce early because of health issues or a disability.

 

Friday, May 19, 2017

It's no secret that today's college graduates face record amounts of debt. Approximately 68% of the graduating class of 2015 had student loan debt, with an average debt of $30,100 per borrower — a 4% increase from the prior year.

 

Friday, May 19, 2017

When it comes to your finances, you might easily overlook some of the numbers that really count. Here are four to pay attention to now that might really matter in the future.

 

Thursday, April 27, 2017

Congress focused on other matters, but the debt ceiling cannot be ignored for long, and it's likely to become a focal point for negotiations on broad fiscal issues, including the federal budget and tax reform.

 

Thursday, April 27, 2017

Women face special challenges when planning for retirement. Many generally work fewer years and save less, leaving many to rely on their husbands' savings and benefits to carry them both through retirement.

 

Thursday, April 27, 2017

The Employee Retirement Income Security Act was enacted in 1974 to protect employees who participated in retirement and certain other employee benefit plans. The fiduciary provisions of ERISA protect participants from the mismanagement and

 

Thursday, April 27, 2017

There are several questions you should ask yourself before making the important financial decision of when to retire.

 

Thursday, April 27, 2017

For many workers, there may be mathematical and psychological advantages to keeping the pension. However, a lump sum could provide financial flexibility that may benefit some families.

 

Thursday, April 27, 2017

Federal tax benefits are available to make homeownership more affordable and less expensive.

 

Thursday, April 27, 2017

Smart beta funds use other clearly defined factors — other than market capitalization — to select and weight investments that will track a matching factor-based index.

 

Friday, March 24, 2017

If you transfer money or property to anyone in any year without receiving something of at least equal value in return, you may need to file a federal gift tax return (Form 709) by the April tax filing deadline.

 

Friday, March 24, 2017

Imagine having to remember and describe every item in your home, especially after you've been the victim of a fire, theft, or natural disaster. Rather than relying on your memory, you may want to prepare a home inventory.

 

Friday, March 24, 2017

Selecting a filing status is one of the first decisions you'll make when you fill out your federal income tax return, so it's important to know the rules.

 

Friday, March 24, 2017

Bond rating agencies typically use similar scales, and it may be helpful to understand how to compare ratings from multiple agencies.

 

Friday, March 24, 2017

Bond ratings are an essential tool when considering fixed-income investments. Ratings provide a professional assessment of credit risk. Here's how they calculate that rating.

 

Friday, March 24, 2017

The arrival of spring often signifies a time of renewal, a reminder to dust off the cobwebs and get rid of the dirt and grime that have built up throughout the winter season. Your personal finances too! Let's get started.

 

Friday, March 24, 2017

You've been saving diligently for years, and now it's time to think about how to convert the money in your traditional 401(k)s (or similar workplace savings plans) into retirement income. But hold on, not so fast.

 

Friday, March 24, 2017

The IRS expects that more than 70% of taxpayers will receive a refund in 2017.¹ What you do with a tax refund is up to you, but here are some ideas that may make your refund twice as valuable.

 

Friday, March 10, 2017

One of the most difficult conversations many of us face with parents is talking about money.

 

Wednesday, February 22, 2017

When your career is peaking and you are preparing for your own retirement, you may find yourself in the position of having to help your children with the financial challenges of young adulthood while also looking after your aging parents.

 

Wednesday, February 22, 2017

If you die without a will, your property will generally pass according to state law (under the rules for intestate succession). The specifics, however, vary from state to state.

 

Wednesday, February 22, 2017

In general, when you sell your home, any amount you receive over your cost basis (what you paid for the home, plus capital improvements, plus the costs of selling the home) is subject to capital gains taxes. Here are some exceptions.

 

Wednesday, February 22, 2017

The fact that you've purchased life insurance doesn't guarantee that the death benefit will be paid when it it's needed. Here are reasons insurance companies may attempt to deny, or at least delay, paying a claim for the death benefit.

 

Wednesday, February 22, 2017

When investing, particularly for long-term goals, there is one concept you will likely hear about over and over again — diversification. Why is diversification so important?

 

Friday, January 27, 2017

Now that the Trump presidency has begun, many are feeling apprehensive about the policy changes he has proposed. The next four years could bring significant changes. What do they mean for your finances?

 

Friday, January 20, 2017

It's a common occurrence once the holiday season winds down — you reluctantly look at your credit card statement and wince at all the purchases you made over the holidays. Fortunately, there's no need to panic.

 

Friday, January 20, 2017

The terms growth and value are often used to describe two different investment strategies, yet many investors may want both qualities in an investment.

 

Friday, January 20, 2017

A recent survey of baby boomers (ages 53 to 69) found that just 24% were confident they would have enough money to last throughout retirement.

 

Thursday, January 19, 2017

When you determine your retirement income needs, you make your projections based on the type of lifestyle you plan to have and the desired timing of your retirement.

 

Thursday, January 19, 2017

If you're eligible to receive a taxable distribution from an employer-sponsored retirement plan [like a 401(k)], you can avoid current taxation by instructing your employer to roll the distribution directly over to another employer...

 

Thursday, January 19, 2017

If you take a distribution from your IRA intending to make a 60-day rollover, but for some reason the funds don't get to the new IRA trustee in time, the tax impact can be significant.

 

Thursday, January 19, 2017

For many families, a college education is a significant financial burden that is increasingly hard to meet with savings, current income, and a manageable amount of loans.

 

Thursday, January 19, 2017

Being self-employed has many advantages — the opportunity to be your own boss and come and go as you please, for example. However, it also comes with unique challenges, especially when it comes to how to handle taxes.

 

Thursday, January 19, 2017

Social Security is an important source of retirement income for millions of Americans, but how much do you know about this program? Test your knowledge, and learn more about your retirement benefits.

 

Tuesday, November 22, 2016

In a perfect world, both halves of a couple share the same investment goals and agree on the best way to try to reach them. It doesn't always work that way, though; and disagreements about money can cause friction.

 

Tuesday, November 22, 2016

If you're satisfied with your current coverage, you don't need to make changes, but you should review your options before you decide to stay with your current plan.

 

Tuesday, November 22, 2016

In order to skip the lines and traffic, many people opt to shop online for gifts during the holiday season. Unfortunately, hackers often target online shoppers to steal their personal information. Before you click, consider these tips.

 

Tuesday, November 22, 2016

If your employer-sponsored retirement savings plan allows pretax, after-tax, and/or Roth contributions, which should you choose?

 

Tuesday, November 22, 2016

When it comes to planning your estate, you might be wondering whether you should use a will or a trust (or both). Understanding the similarities and the differences between these two important documents may help you decide.

 

Thursday, October 27, 2016

When approaching retirement be sure to evaluate carefully your own personal situation before taking any tips from family, friends, or the media at face value. Review theses points to make sure you are make the best decisions for you.

 

Thursday, October 27, 2016

Risk management is a key component in any successful business plan. Its important to understand your vulnerabilities, prevention, proper storage, and how to educate your employees.

 

Friday, October 21, 2016

When naming a beneficiary, we often don't take into account the substantial estate and income tax consequences that person may incur.

 

Thursday, October 13, 2016

You've worked long and hard to accumulate the assets that you are using to help finance your retirement. Now, it's time to start drawing down those assets. How?

 

Friday, September 30, 2016

While there are many reasons why women need life insurance, often women have little or no life insurance protection.

 

Friday, September 30, 2016

The right answer for you will depend on your situation. First of all, don't underestimate the psychological impact of early retirement. The adjustment from full-time work to a more leisurely pace may be difficult.

 

Friday, September 30, 2016

If you're eligible for an early-retirement package from your employer, determine whether post-retirement medical coverage is included.

 

Friday, September 30, 2016

Many differences exist among baby boomers, Generation Xers, and millennials. But one thing that brings all three generations together is a concern about their financial situations.

 

Friday, September 30, 2016

What's changing? The provision of the budget bill called "Closure of Unintended Loopholes" primarily addresses two Social Security claiming strategies that have become increasingly popular over the last several years.

 

Friday, September 30, 2016

US voters will choose a new president in November — and given the polarizing climate on the campaign trail this year, investors may wonder how a new commander-in-chief could impact capital markets.

 

Friday, September 2, 2016

Another year older, another year closer to college. Where did the time go?

 

Thursday, August 25, 2016

Are you suddenly on your own or forced to assume greater responsibility for your financial future? Unsure about whether you're on the right track with your savings and investments?

 

Friday, August 19, 2016

ABLE (Achieving a Better Life Experience) accounts are tax-advantaged savings accounts for individuals with disabilities that are generally used to cover qualified disability expenses.

 

Friday, August 19, 2016

GDP, or gross domestic product, is a measurement of the total value of all goods and services produced in the United States over a given time period. How is it calculated?

 

Friday, August 19, 2016

Small-business owners must rely on their own ingenuity and innovation to survive. Fortunately, over the past decade, innovation has also emerged in the networks supporting small businesses.

 

Friday, August 19, 2016

The success of a business, especially a small business, is often predicated on the performance and retention of a few key employees. Here is one way owners can try to retain and reward their key employees.

 

Friday, August 19, 2016

If you've been designated as the beneficiary of a traditional or Roth IRA, it's important that you understand the special rules that apply to "inherited IRAs."

 

Friday, August 19, 2016

Many people decide to begin receiving early Social Security retirement benefits. In fact, according to the Social Security Administration, about 72% of retired workers receive benefits prior to their full retirement age.

 

Friday, August 19, 2016

When you claim a federal income tax deduction for charitable contributions, you must substantiate the contributions by maintaining certain records. Here are some tips to help you keep the records in order.

 

Friday, August 19, 2016

After earning their degrees, many college graduates face a new challenge--repaying their student loans. If you've recently graduated from college, you might have some concerns about how you'll pay your student loans.

 

Friday, August 19, 2016

In December 2015, the Federal Reserve raised the federal funds target rate to a range of 0.25% to 0.50%, the first rate increase from the near-zero range where it had lingered for seven years.

 

Friday, August 19, 2016

As busy as you are, it's no surprise that retirement may seem a long way off, especially if you're just entering the workforce. What you may not realize, however, is that there are four very important advantages to begin planning now.

 

Thursday, August 4, 2016

As a woman, you have financial needs that are unique to your situation in life. Perhaps you would like to buy your first home. Maybe you need to start saving for your child's college education. Or you might be concerned about planning...

 

Thursday, August 4, 2016

In an ideal world, your retirement would be timed perfectly. Unfortunately, this is not a perfect world, and events can take you by surprise. What if you retire during a market downturn?

 

Thursday, August 4, 2016

In 1981, the Nobel Prize-winning economist Robert Shiller published a groundbreaking study that contradicted a prevailing theory that markets are always efficient. If they were, stock prices would generally mirror the growth in...