The Case for Women Working Past 65
Why striving to stay in the workforce a little longer may make financial sense. The median retirement age for an American woman is 62....
How New Tax Laws Affect Small Businesses
A recap of the major changes impacting corporations and closely held firms. The Tax Cuts & Jobs Act changed the tax picture for business...
Including Digital Assets in Your Estate Plan
What should you know? What should your executor know? When people think about estate planning, they may think in terms of personal...
What Women Shouldn’t Retire Without
A practical financial checklist for the future. When our parents retired, living to 75 amounted to a nice long life, and Social Security...
Adjusting Your Portfolio as You Age
As you approach retirement, it may be time to pay more attention to investment risk. If you are an experienced investor, you have...
Will Teachers Get the Retirement That They Deserve?
Classroom educators are coping with hybrid plans and pension fund shortfalls. Arizona. Kentucky. Massachusetts. Michigan. Pennsylvania....
Retirement Planning Weak Spots
They are all too common. Many households think they are planning carefully for retirement. In many cases, they are not. Weak spots in...
Qualifying for a Disability Retirement Under the FERS
Should you have to leave your federal job early, would you be eligible? You may anticipate working for the federal government until you...
A Setback for the Fiduciary Rule
A Court of Appeals ruling could set the stage for a Supreme Court opinion. The fiduciary rule is now a retirement planning standard – at...
Avoid These Life Insurance Missteps
Shop wisely when you look for coverage. Are you about to buy life insurance? Shop carefully. Make your choice with insight from an...