Table of Contents: Tax Refund: Spend or SaveKeeping Cool: Investment Strategy vs. ReactionSocial Security May Offer a Lifetime of ProtectionHow Long Should You Keep Financial Records? Tax Refund: Spend or Save About 72% of taxpayers received a refund in 2018…
Table of Contents: Due Date Approaches for 2019 Federal Income Tax ReturnsIs It Time to Review Your IRA Estate Planning Strategies?Spring Cleaning Your Way to Better FinancesIs there any way to stop getting unwanted robocalls?How can I avoid becoming a…
Table of Contents: Tips for Targeting Your Retirement Savings GoalThe SECURE Act Offers New Opportunities for Individuals and BusinessesClosing Gaps in Your Insurance CoverageHow can I lower my credit card debt?How can I improve my credit report? Tips for Targeting…
Table of Contents: Socially Responsible Investing: Aligning Your Money with Your ValuesHindsight Is 2020: What Will You Do Differently This Year?Key Retirement and Tax Numbers for 2020Could you survive a no-spend month?How Consumers Spend Their Money Socially Responsible Investing: Aligning…
Table of Contents: How to Give Like a Billionaire When You Don't Have Billions to Give Take This Quiz: The Social Security Retirement Earnings Test For College Savings, 529 Plans are Hard to Beat Should I sign up for an…
Table of Contents: Three Regrets of Retirees Ten Year-End Tax Tips for 2019 Tips for Managing Your Holiday Spending What are continuing care retirement communities? Do independent living communities differ from CCRCs? Three Regrets of Retirees A recent survey found…
Table of Contents: Earnings Season: What Investors Can Take Away from Corporate Reports Five Times in Your Life When You Might Need Help with Your Finances Balance 401(k) and HSA Contributions What health services aren't covered by Medicare? How much…
The best time to plan for the possibility of nursing home care is when you're still healthy. By doing so, you may be able to pay for your long-term care and preserve assets for your loved ones. How? Through Medicaid…
How much life insurance do you need? Your life insurance needs will depend on a number of factors, including the size of your family, the nature of your financial obligations, your career stage, and your goals. For example, when you're…
Your need for life insurance changes as your life changes. When you're young, you typically have less need for life insurance, but that changes as you take on more responsibility and your family grows. Then, as your responsibilities once again…
