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Wednesday, September 23, 2020

The world's events always affect the markets, and making smart investment choices requires you to look at what's happening around the world. But what about during an election year? How should you invest while the country is deciding...

Saturday, September 19, 2020

After decades of adding to your retirement accounts, making the mental switch to withdrawal mode can be a challenge. It may be tempting to try to time the market to mitigate the risk of any sudden drops or ongoing turbulence. However,...

Monday, September 14, 2020

Many of you already have estate documents, probably executed many years ago. You need an estate attorney to look over your documents every 10 years or so. Here are a dozen points to review. 1. Do you have a will and powers of attorney...

Friday, September 11, 2020

As you get older and closer to retirement, your financial practices need to shift slightly as you transition from working and saving to relying on your nest egg. As you approach this stage of your life, you need to take steps to...

Wednesday, September 9, 2020

As the threat of the coronavirus swept through the nation in March, many businesses sent their workers home, and now, as fall looms around the corner, many people are continuing to work from home. If you're working home longer than...

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Friday, September 4, 2020

What are appropriate checklists for year-end tax planning? Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Typically, suggestions are grouped into several different...

Monday, August 31, 2020

Planning for a disaster is no different from other measures you probably take to protect yourself and your family from potential hardship, such as insuring your life, saving for retirement, and getting regular medical check-ups....

Friday, August 28, 2020

Many self-improvement goals focus on stability and personal growth — and financial goals are often no different. From buying your first home to saving for retirement, planning your finances can also help you work toward your...

Thursday, August 20, 2020

We might look back and marvel how during the dog-days of August 2020, the stock market reached a new high not seen since pre-COVID. Remember when the S&P 500 closed at a then record high of 3,386 on February 19th? And just three short...

Tuesday, August 18, 2020

Examining whether you have a healthy relationship with money is important. The COVID-19 pandemic has reshaped our lives in unprecedented ways, forcing us to live closer together with some people, rely on video conferencing to connect...

Monday, August 10, 2020

Recent surveys have indicated that many of us are rethinking our retirement plans because of COVID-19. In fact, one survey from the nonprofit group Life Happens suggests that a whopping 43% of Americans say they plan to postpone and...

Tuesday, August 4, 2020

One is a significant financial risk whereas the other is a financial guidepost. One of the biggest obstacles on so many financial journeys is the inability to identify risk. That blindness to risk is due to a variety of reasons, but one...

Friday, July 31, 2020

We’ve all been there: scratching our heads wondering what to do with all the retirement savings accounts. Too many choices can be overwhelming, until you step back and realize that there are actually only three questions. Once...

Monday, July 27, 2020

Do you have a will, investing in education or building a Freedom Fund? Amid the heat of mid-summer, do you remember your New Year’s resolutions regarding your personal financial planning? How are you coming with your to-do list?...

Tuesday, July 21, 2020

All investors should account for inflation to maintain future purchasing power. You hear it all the time: you should make sure your retirement savings at least keep pace with inflation. But what is inflation and how does it really...

Sunday, July 19, 2020

While preparing a financial budget is a difficult task, committing to it over the long haul may be even more difficult. Here are a few tips to help you start your budget planning and keep yourself on the savings track: 1) Watch what...

Tuesday, July 14, 2020

529 plans can be a great way to save for college, but they're not the only way. When you're investing for a major goal like education, it makes sense to be familiar with all of your options. Mutual funds Mutual funds are an option to...

Tuesday, July 7, 2020

Young adults and those making less money are hardest hit by the pandemic. The United States Census Bureau has been collecting data in as close to real-time as possible in order to provide empirical insights into how Americans are really...

Tuesday, June 30, 2020

Organization, efficiency and discipline are the three primary steps of financial planning. Organization is knowing where your money comes and goes. An efficient portfolio means a better chance of profits, and discipline keeps you on...

Monday, June 29, 2020

New guidelines for retirement loans and distributions due to COVID-19 On June 19, 2020, the Internal Revenue Service announced new guidelines to help those affected by COVID-19 gain more access to retirement plan distributions and...

Tuesday, June 23, 2020

Combined with surprising jobs numbers, hopes for a faster recovery heat up On June 16, 2020, the U.S. Commerce Department reported that U.S. retail sales surged a whopping 17.7% in May, as consumers returned to shopping and spending....

Friday, June 19, 2020

When you're a small business owner, you need to pay extra careful attention to both your business and personal finances. Your financial planning strategies should simultaneously encourage the success of your business while also working...

Monday, June 15, 2020

Whether you dream of a travel-filled retirement or would prefer to relax and enjoy spending more time at home, you're probably wondering what you can do to make your golden years as stress-free as possible. For many who have spent the...

Saturday, June 13, 2020

Housing starts down, construction jobs way down and lumber prices are up? As states begin to ease stay-at-home orders, communities across the county are starting to see “For Sale” signs planted in neighbors’ lawns...

Monday, June 8, 2020

However much you make or save now doesn’t promise you a bright financial future. Life is unpredictable. Follow these 10 tips to prevent you and your family from money troubles. 1. See a lawyer and make a will. If you have a will,...

Friday, June 5, 2020

Invest early. Invest often. Invest for growth. These are the basic principles of saving for your child’s college education. The earlier you begin a savings program, the more time you have to benefit from the power of compound...

Monday, June 1, 2020

The makers of the fitness tracking device Fitbit reported that Americans were less active during the spread of coronavirus, as we stayed-at-home and practiced social distancing...

Friday, May 22, 2020

For the past two months, the market declines and market rallies have been historic, as COVID-19 introduced a level of uncertainty that was difficult to...

Thursday, April 23, 2020

To help people suffering from business closures, stay-at-home orders, and other effects of the coronavirus, the government has decided to send out stimulus checks. If your adjusted gross income is up to $75,000 for an individual or...

Tuesday, March 31, 2020

As part of the Coronavirus Aid, Relief, and Economic Security (CARES) Act, the government has funded a number of initiatives to help small businesses. As you navigate this difficult time, you may want to look into the following...