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Women lag behind men in saving for retirement. The Covid pandemic has made it worse

By National News
March 5, 2021
When it comes to retirement planning, women are saving less than men. The coronavirus pandemic is only making it worse. Nearly three-fourths, or 72%, of women with investable assets ...
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Featured Income Retirement

Retirement Income: Where to Find the Best Yields for March 2021

By National News
February 26, 2021
Here’s some good news for income investors: Yields on benchmark 10-year Treasury notes have hit a pre-pandemic high. And here’s some bad: Interest rates remain near historic lows, ...
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Featured Taxes

Be Ready for Big Changes: 2021 Tax Planning

By National News
February 19, 2021
Some fear that these tax increases will be retroactive to January 1, 2021, which is certainly possible. The last time a significant tax increase was enacted retroactively was ...
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Featured Income Retirement

How much income will your 401(k) provide?

By National News
February 12, 2021
Retirement account owners have long had trouble translating the money in their 401(k) into income. That’s about to change. Read more at MarketWatch ...
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Featured Money Taxes

Comment: Navigating equity markets in the year ahead

By National News
February 5, 2021
We have just concluded a tumultuous year for asset markets. In March, equities endured volatility reminiscent of levels previously seen during the global financial crisis. What followed thereafter ...
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Featured Social Security Taxes

The Social Security tax cap kicks in at this salary figure in 2021

By National News
January 29, 2021
Some people are investing in their retirement without even realizing it. If you have a traditional job, you pay 6.2% of your salary per year in Social Security ...
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Annuities Featured Insurance Retirement Social Security

Opinion: How retirement planning needs to change in the new year

By National News
December 31, 2020
Considering annuities, insurance, new investments and delaying Social Security? Read more at MarketWatch ...
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Featured Income Retirement

A New Approach to Retirement Income Planning for Women

By National News
December 18, 2020
RETIREMENT PLANNING Focusing on income, rather than savings, is important for anyone planning to retire. But it’s even more important for women, in particular. To reduce fees, manage ...
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Featured Retirement Taxes

Year-end Financial and Retirement Planning Tips

By National News
December 11, 2020
From Roth IRA conversions and taxes to employee benefits and your 2021 budget, here’s your checklist of easy, smart money strategies. Read more at The Street ...
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Featured Retirement Taxes

4 Year-End Moves to Help Retirees Breathe Easy in 2021

By National News
December 4, 2020
The end of the year is the perfect opportunity to look at your finances and make adjustments. Whether you are newly retired or have spent years in retirement, ...
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