Articles Archive
Unsure When to Claim Social Security? Timing Has Its Benefits
For many Americans, social security benefits make up a significant portion of retirement income. When it comes to how much...
Does Your Credit Need Repairing?
Many people had their financial plans derailed in 2020. You or a spouse may have lost a job or been...
To Keep or Not to Keep: A Guide to Common Records-Retention Questions
Living in an increasingly paperless world has its benefits, but when it comes to records retention, does it make a...
A Starter Guide to Selling Your House
From the moment you decide to sell to the day you hand over the keys, selling a home is often...
Tax Season Scam Alert
With tax season upon us, many of us are busy gathering the appropriate documents, meeting with CPAs, and ensuring that...
Your Guide to Medicare Planning
Did you know that the total projected lifetime health care costs (excluding long-term care) for the average 65-year-old couple retiring...
Last-Minute Charitable Giving Opportunities
December is the “giving season,” when many people consider using their wealth to help others. Because of the urgent need...
Solutions for Managing Student Loan Debt
Managing student loan debt has become one of the biggest financial planning challenges for many. In the U.S., student loan...
Are You an Intelligent Investor?
Considered “the father of value investing,” Benjamin Graham wrote The Intelligent Investor more than 70 years ago, and the principles...
Year-End Financial Planning Checklist
10 Suggestions to Help You Stay on Track Although 2020 has been a year of unexpected changes, one routine has...
Estate Planning Update: How the SECURE Act Affects IRA Beneficiaries
In December 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which is changing retirement and...
5 Inspirational Authors to Enjoy This Summer
A great book takes us on a voyage of discovery, fueling us with the author’s creativity, knowledge, and heart. If...
Is Now the Time to Buy or Refinance?
June usually marks the height of the spring real estate market—it’s National Homeownership Month, after all. But this June hasn’t...
Should You Save for Retirement or for a Child’s College Education?
For parents, deciding how much to save for retirement versus what to set aside for a child’s education can be...