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Featured Lifestyle Money

Why More Women Need to Take a Seat at the Money Table—and How Men Can Help

By National News
June 18, 2021
The role of women in the management of family finances has had a dismal record in past decades. Traditionally, men have taken the lead in earning and spending ...
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Featured Lifestyle Money Retirement

Climate change is impacting retirement plans. How older Americans are adapting

By National News
June 11, 2021
The threat of climate change is shifting some older Americans’ retirement plans. Extreme weather such as hurricanes, flooding, freezing temperatures and wildfires has prompted some to rethink where ...
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Featured Money Retirement

How Your Investment Strategy Should Change and Evolve as You Age

By rnonline
June 4, 2021
“Our financial lives tend to become more layered and complex as we move from our 20s to 30s and beyond. What we strive to accomplish when we’re in ...
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Featured Retirement Taxes

How President Biden’s Tax Proposals Could Affect Your Retirement Plan

By National News
May 14, 2021
Biden’s proposal would equalize the tax benefits of saving for retirement by instituting a refundable tax credit for contributions into a traditional retirement plan such as a 401(k), ...
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Income Money Retirement Taxes

Should I pay off my mortgage early?

By National News
April 30, 2021
There are a lot of factors to consider when deciding whether to pay your mortgage off early. Before making any financial decisions, make sure you step back and ...
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Featured Lifestyle Retirement

What is an Early Retirement Age?

By National News
April 23, 2021
According to the Social Security Administration, the traditional retirement age is 65. It begs the question: what is an early retirement age? Retiring a few years early might ...
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Featured Income Retirement

Helping Americans’ Retirement Plans Recover From COVID

By National News
April 16, 2021
Many Americans say it will take two or three years to repair pandemic damage to their retirement savings, due to job loss or emergency retirement withdrawals. Read more ...
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Income Retirement

The First Few Years of Retirement Can Make or Break Your Portfolio

By National News
April 9, 2021
Sequence-of-returns risk could undo years of careful planning. Here’s how that happens, and a couple of ways to help avoid it. Read more at Kiplinger ...
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Featured Retirement Taxes

Good Planning Can Reduce the Chances of Taxes Hurting Your Retirement Funds

By National News
April 2, 2021
There are a lot of pieces to the retirement tax-planning puzzle, but lucky for you, that means you have a lot of options to help control your taxes. ...
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Retirement Taxes

Joe Biden’s tax plan, explained

By National News
March 30, 2021
The ink is barely dry on President Joe Biden’s $1.9 trillion Covid-19 relief bill, and the conversation is already shifting to some of the next items on his legislative agenda ...
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