Is your current retirement plan on track to provide you the income you need when you retire?
Did you recently graduate from college? The years after graduation are crucial not only for getting a career underway, but also for planning financial progress. Consider making these money moves before you reach thirty. Direct a bit of your pay into
Recently, you may have received a corrected Internal Revenue Service Form 1098 from your mortgage lender. The correction probably spells good news for you. When the Bipartisan Budget Act of 2018 became law in February, certain tax provisions that expired
What is the retirement outlook for the average fifty-something working woman? As a generalization, less sunny than that of a man in her age group. Most middle-class retirees get their income from three sources. An influential 2016 National Institute on Retirement Security
A major shift has occurred in the financial world. More and more financial professionals have moved away from the industry’s traditional compensation model to a new one – in the eyes of many of them, a better one. Increasingly, financial professionals
A solo 401(k) lets a self-employed individual set up a 401(k) plan combined with a profit-sharing plan. You can create one of these if you work for yourself or for you and your spouse.1 Reduce your tax bill while you
As a young woman, you have an opportunity to make some major financial strides. You truly have time on your side when it comes to investing, saving, and harnessing the power of compounding. Now is the time to pay yourself first
What are GIPS, and why should investors seek firms that comply with them? To put it simply, when an investment management company commits to undergoing a GIPS audit, it affirms its commitment to upholding ethical standards agreed upon by investment firms
What kind of retirement do you think you’ll have? Qualitatively speaking, what if the success or failure of your retirement begins with your perception of retirement? A whole field of study has emerged on the psychology of saving, spending, and investing:
Retirement planning is not entirely financial. Your degree of happiness in your “second act” may depend on some factors you cannot quantify. Here are a few of those factors as well as the questions they may end up provoking in your
Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns year after year.
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