Money

Money

Featured Money Taxes

Comment: Navigating equity markets in the year ahead

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 ...
Read more Comments Off on Comment: Navigating equity markets in the year ahead
Featured Social Security Taxes

The Social Security tax cap kicks in at this salary figure in 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 ...
Read more Comments Off on The Social Security tax cap kicks in at this salary figure in 2021
Money Retirement

Should You Ditch Your Workplace Retirement Plan?

It may sound counterintuitive, but stashing funds in your workplace retirement plan could actually make it more challenging for you to retire. Some workplace plans are great while ...
Read more Comments Off on Should You Ditch Your Workplace Retirement Plan?
Money Retirement Taxes

When Roth Conversions Are the Right Move – and When They Aren’t

Converting a traditional IRA to a Roth IRA can be a smart tax- and estate-planning strategy for some people, but it can be a mistake for others. Read ...
Read more Comments Off on When Roth Conversions Are the Right Move – and When They Aren’t
Annuities Featured Insurance Retirement Social Security

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

Considering annuities, insurance, new investments and delaying Social Security? Read more at MarketWatch ...
Read more Comments Off on Opinion: How retirement planning needs to change in the new year
Featured Retirement Taxes

Year-end Financial and Retirement Planning Tips

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 ...
Read more Comments Off on Year-end Financial and Retirement Planning Tips
Featured Retirement Taxes

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

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, ...
Read more Comments Off on 4 Year-End Moves to Help Retirees Breathe Easy in 2021
Featured Income Money Retirement

3 Ways to Ensure You Have the Right Asset-Allocation Model Before Investing

Do the ups and downs of the stock market make you panic? Does your stomach drop every time there’s a correction? How you answer these questions will help ...
Read more Comments Off on 3 Ways to Ensure You Have the Right Asset-Allocation Model Before Investing
Featured Money Retirement

This myth debunked: You don’t have to be wealthy to hire a financial advisor

There’s a big misconception that financial planning is only for the wealthy. The truth, however, is that financial planning is a path for anyone to actually gain wealth. ...
Read more Comments Off on This myth debunked: You don’t have to be wealthy to hire a financial advisor
Featured Income Retirement Taxes

How to Create a Tax-Efficient Retirement Income Plan

By Ann Schnorrenberg, Ph.D.   After spending most of your adult time working, you have decided to retire. Congratulations! Retirement is an exciting time but is accompanied by ...
Read more Comments Off on How to Create a Tax-Efficient Retirement Income Plan