04 Mar Juggling several home options, choosing domicile for retirement
Deciding to rent or buy, and in what state you should make your permanent residence, has big money consequences in retirement. ...
02 Mar Fiduciary duty isn’t as simple as the headlines
Posted at 16:48h
in Viewpoints
New proposals out of Washington D.C. about fiduciary duty tackle a complex issue for investors and advisors. ...
27 Feb Should I pay off my mortgage?
You have to think numbers and emotions if you're considering a mortgage payoff....
26 Feb Senior couple fears outliving their money
Posted at 18:15h
in Money Makeovers
Jan and Tim have received an inheritance that will help solidify their financial future. ...
26 Feb Empathy for the conservative investor
Posted at 14:13h
in Viewpoints
Conservative investors need to stay ahead of inflation, but that's impossible without some risk. ...
26 Feb Paid sick leave is good for business
Posted at 12:52h
in Viewpoints
What offering paid sick leave means for business. ...
24 Feb A widower’s options for Social Security
If you lose your spouse, you can be eligible for a widow/widower benefit from Social Security. ...
20 Feb The rules for RMDs if you’re still working
Before you take a Required Minimum Distribution from a retirement account, make sure you understand the rules. ...
20 Feb For one couple, retirement is now, but a trust can make it better
Posted at 16:40h
in Money Makeovers
Giving to charity will help this couple save on taxes and increase their retirement income. ...
05 Feb Self-employed with unreliable income – and nearing retirement
Posted at 18:08h
in Money Makeovers
Elsa has to dip into her savings to cover expenses because of an unreliable income. She wants a more solid game plan as she nears retirement. ...