Financial Planning

How Women Prepare

How Women Can Prepare Themselves Financially

Credit card bills, bank statements, warranties, mortgage documents, it all piles up. If you are like most people, you generally don’t get around to cleaning out your home office because there’s no deadline that forces you to get it done and you have some questions about what to keep, toss and shred. Why not get this nagging chore off your list by carving out 15 minutes a day for a week? We think you’ll feel really good about your tidy home office!

Uncle Sam Wants More Roth Accounts

Uncle Sam Wants More Roth Accounts, Should You Comply?

Credit card bills, bank statements, warranties, mortgage documents, it all piles up. If you are like most people, you generally don’t get around to cleaning out your home office because there’s no deadline that forces you to get it done and you have some questions about what to keep, toss and shred. Why not get this nagging chore off your list by carving out 15 minutes a day for a week? We think you’ll feel really good about your tidy home office!

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Keep, Shred or Recycle? Making a Clean Sweep of Your Home Office

Credit card bills, bank statements, warranties, mortgage documents, it all piles up. If you are like most people, you generally don’t get around to cleaning out your home office because there’s no deadline that forces you to get it done and you have some questions about what to keep, toss and shred. Why not get this nagging chore off your list by carving out 15 minutes a day for a week? We think you’ll feel really good about your tidy home office!

Social Security Cards

Supercharging Social Security Benefits

Seventy somethings are more active than ever but many worry about outliving their money or having a health concern that puts their future at risk. If you’re in your seventies you need to know the lifestyle you can afford and how you’ll create the “paycheck” to pay for it. Here’s our list of top financial tips to get on track in your seventies.

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Estate Planning: Gifting Techniques

Sure, wealthy families engage in complex estate planning techniques to minimize estate tax, but they don’t overlook simple opportunities. Here are two popular and simple techniques to reduce your estate and some important pitfalls to avoid…