It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
Thinking about donating? Think of these choices. The year is winding down, and you may be thinking of giving. In fact, you may want to explore the different ways in which you can donate to a charity or non-profit organization, apart from just making a cash gift. Consider some of the alternatives. Keep in mind this article is for informational purposes only. It's not a replacement for real-life advice. Make sure to consult your tax...
In this month’s recap: Stocks hit some turbulence, turning cautious amid slowing economic growth, and policy debate in Washington. U.S. Markets The stock market hit a pocket of turbulence in September, with investors turning cautious amid Delta variant infections, slowing economic growth and ongoing policy debate in Washington. The Dow Jones Industrial Average fell 4.29 percent while the Standard & Poor’s 500 Index lost 4.76 percent. The Nasdaq Composite dropped 5.31 percent.1 Sour Sentiment Investor...
Here are some things you might consider before saying goodbye to 2021. What has changed for you in 2021? For some, this year has been as complicated as learning a new dance. Did you start a new job or leave a job behind? That’s one step. Did you retire? There’s another step. If notable changes occurred in your personal or professional life, then you may want to review your finances before this year ends and...
Tax benefits and new contribution limits. Healthcare can be one of the priciest yet essential parts of life’s journey. And yet, many struggle to utilize the financial tools that may help. Take Health Saving Accounts (HSAs), for example. In 2019, 55% of those with HSAs that did not record a distribution also did not receive either employee or employer contributions. This suggests that the lack of distributions are due to account holders becoming disengaged from...
Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to managing your taxes. You have plenty of choices. Here are a few ideas to consider: Can you contribute more to your retirement plans...
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
In this month’s recap: Stocks rallied, fueled by an improving labor market, strong corporate earnings, and clarity on Fed tapering plans. U.S. Markets Signs of an improving labor market, strong corporate earnings, and more clarity from the Fed on its tapering plans propelled stocks to multiple record highs during August. The Dow Jones Industrial Average gained 1.22 percent while the Standard & Poor’s 500 Index rose 2.90 percent. The Nasdaq Composite led, picking up 4.00...
Learn how legislative changes can help you finance your loved one’s education.
POAs and other advanced directives are becoming more important.