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Thursday, October 11, 2018

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. Exactly how you liquidate your assets will affect your tax and impact how long...

 

Wednesday, September 12, 2018

Wondering what to do with your annual IRA Required Minimum Distribution? If you can live without the income (and taxes) that a large Required Minimum Distribution (RMD) generates, think about taking a Qualified Charitable Distribution...

 

Tuesday, August 14, 2018

College won’t pay for itself. How will you pay for it? You may have more choices than you think. Is creating a college fund on your to-do list? Consider these options. 529 plans. Anyone can contribute to these savings vehicles....

 

Wednesday, July 11, 2018

After years of saving and investing, you can finally see the big day -- retirement. But before kicking back, you still need to address a few matters. Decisions made now could make the difference between your money outlasting you or...

 

Wednesday, June 13, 2018

Grab your sunglasses -- summer's here, and it's time to kick back and relax. If only it were that easy. It would be great if all your worries disappeared when summer arrived, but that doesn't happen. Actually, if money is stressing you...

 

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Thursday, May 17, 2018

In America today, carrying some debt is unavoidable, and even desirable, for most households. But between mortgages, car payments, and credit cards, many Americans find themselves over their heads -- unable to dig out from under a...

 

Friday, April 20, 2018

Are living trusts as necessary as some make them out to be? The fact is that they are not for everyone. However, they can be used to pursue (and realize) some key estate planning objectives. A properly written and executed living trust...

 

Friday, March 30, 2018

According to the Federal Trade Commission (FTC), identity theft is the fastest growing crime in America, affecting nearly 10 million people between 2010 and 2014. Further, the 2015 Identity Fraud Study released by Javelin Strategy &...

 

Thursday, March 1, 2018

If you are preparing to change jobs, do you know what your choices are for managing the money in your current employer's retirement plan? Although many people choose to take a cash distribution, there are other options that may benefit...

 

Friday, September 29, 2017

In today’s political and economic environment, change is a constant. This year alone, we’ve seen remarkable market volatility and unprecedented political events, like the United Kingdom’s surprising vote to leave the...