-
For years, the “4% rule” helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm.
-
This article presents five steps that could help focus and enhance a retirement savings strategy in 2021.
-
Did you know there still may be reasons to hold money market mutual funds despite low yields? Read this article to find out more.
-
The pandemic has underscored the importance of a well-stocked emergency fund. This article offers tips for building up a cash reserve.
-
When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
-
A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons.
-
This article looks at the “new normal,” its effect on consumer behavior and the retail industry, and what that could mean for the economy.
-
Wondering whether you should pay off student loan debt today or save for the future? Here are some considerations to help make the decision.
-
If your adult children have returned to your once-empty nest, these tips might help promote a peaceful and productive living situation.
-
This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.
-
2020 market turbulence underscores the importance of reviewing an investment portfolio. These five steps could help keep it on track.
-
Making benefit elections for next year? This article covers three key areas that require careful consideration during open enrollment.
-
This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.
-
Small-business owners may need to think on their feet and visualize what a recovery might look like for their operations post COVID-19.
-
A shift in the balance of power can strongly affect economic policies. View the presidential candidates’ tax proposals and other monetary policy positions.
-
Saving for short-term goals can require a conservative approach. This article explores some guidelines and potential investment vehicles.
-
This article discusses how economists identify and measure economic contractions and compares some characteristics of past recessions.
-
The S&P 500 index recently saw the fastest recovery in its history following the COVID-19 bear market, but will the surge continue?
-
Filial responsibility laws can hold children responsible for certain parental debts. This potential liability is one reason to plan for long-term care needs.
-
Decisions made when claiming Social Security retirement benefits can make a big difference in spousal and other dependents’ survivor benefits.
-
This article outlines the basic provisions of income-driven repayment plans that can help reduce the burden of federal student loans.
-
Do you know the reasons why business owners might need to take the time to develop a thoughtful succession plan?