Why roll over a 401(k) into an annuity?
Many American workers have assets in one or more employer-sponsored retirement plans (i.e., 401(k), 403(b), profit-sharing plans) to help save for the future. But what happens if you change jobs?…
Goodbye empty nest: young adults are moving back home
If one or more of your adult children moved back home after graduation, your family is part of a widespread trend in America. People in their 40s and 50s who…
6 ways to improve your financial literacy
Being financially literate means having the knowledge and confidence to effectively manage, save and invest money for you and your family. This can include everything from getting out of debt,…
Your mid-year financial checkup
If you’re like many people, you start the year with a host of financial resolutions and good intentions — from breaking bad financial habits to boosting your savings for the…
Behaviors that can create roadblocks to smart financial choices
We should all have a plan to make sure we're financially prepared for a long, healthy, happy retirement. But oftentimes, we’re hesitant to jump into retirement planning and making financial…
Your retirement checklist
Before you start your next big chapter of retirement, you’ll want to make sure you’re financially on track for the golden years you want. Like many important to do’s, breaking…
Many women are rethinking their retirement style
American women live about six years longer than men, with the average U.S. man living to 73 and the average woman living to 79. This means that many American women…
Do you know what affects your Social Security benefit amount?
Social Security was never intended to be a retiree's sole source of retirement income. Still, it will likely provide thousands — even hundreds of thousands — of dollars over the…
Tax tips for married couples
When you sit down to work on their 2023 income tax returns, you're likely going to notice a few changes. From wider tax brackets and a significant increase in the…
Are you missing these 5 small business tax deductions?
While taxes can’t be escaped, there are ways to help lessen the impact. When it comes to managing your own firm’s tax situation, remember these IRS tax reform provisions that…