The unemployed who turn age 62 are caught between a rock and a hard place: jobs are scarce but if they take their Social Security now to supplement their unemployment it will permanently reduce the benefit…
Yes, it’s that time again. As New Year’s Eve approaches, it comes with the prospect of making New Year’s resolutions that we hope to finally keep this year. These resolutions usually revolve around health and finances…
Did you get any exciting gifts this holiday season? What’s not so exciting are the tax implications that may come with them…
Recently, one of our planners was discussing retirement planning with a woman in her mid 50′s. She was a model saver living within her means, had no debt, and was maximizing her 401(k) contributions (or so she thought)…
By Liz Davidson | Forbes – Thu, Dec 22, 2011 2:44 PM EST
Recently, one of our planners was discussing retirement planning with a woman in her mid 50′s. She was a model saver living within her means, had no debt, and was maximizing her 401(k) contributions (or so she thought)…
Need a last-minute gift idea for some kids on your Christmas list? You could give them another toy or video game but an investment in their future is a gift that can truly keep on giving…
Even two years after the recession has officially ended, all eyes remain on financial professionals. The good news is that investors are regaining trust in the industry—according to a Northstar/Sullivan Rebuilding Investor Trust study, investors’ trust in their financial advisor has increased from 61% in 2009 to 74% this year…
Whether you have some extra savings each month or a windfall from a bonus or tax refund, have you ever wondered whether you should pay down debt faster, save for emergencies, or contribute more to your 401(k)?..
Applying Murphy’s Law, “If anything can go wrong, it will,” to estate planning is crucial because in this case when something does go wrong, it goes very wrong and you aren’t around to fix it…
We’ve all heard that we learn more from our failures than our successes.
But is that really true? Recent research demonstrates the opposite to be true—that there is actually a tremendous amount we can learn from our success…
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