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What Is the Great Wealth Transfer?
The oldest members of the Baby Boomer generation — Americans born between 1946 and 1964 — are in their mid-70s. The youngest Baby Boomers are approaching 60. Ab…
Welcome to Our Financial Tips Blog
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Do You Need a Financial Planner or a Retirement Planner?
When it comes to planning for your financial future, you can work with a variety of professionals. Two of the most common are financial planners and retirement …
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How to Start Planning for Healthcare Costs in Retirement
As we age, healthcare becomes increasingly important. Getting older means that some of our “original parts” start to wear out and need servicing or replacement.…
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Retirement Planning for Small Business Owners: Five Planning Strategies for the Future
As a small business owner, it's important to plan for your retirement. Without the safety net of a corporate pension plan or, in some cases, an employer-sponsor…
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How Can a Divorce Impact Your Finances and Your Credit?
Divorce does not have a direct impact on your credit score. The state or your lawyers don’t report your divorce proceedings to any of the credit rating agencies…
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Everything the Younger Generation Should Know Before Starting a 401(k)
From a young person’s perspective, the ideal 401(k) strategy is usually to start as early as possible and maximize employer match if it’s available. Compound gr…
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Can Delaying Your Retirement Actually Benefit You?
Potentially yes – in two important ways. First, the extra income you earn during those final working years can go toward savings and help sustain you in retirem…
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What Is an ETF and How Can They Help or Hurt Your Portfolio?
An Exchanged-Traded Fund (ETF) is essentially a bundle of stocks traded under a single fund – similar in many ways to a mutual fund. Funds often track a specifi…
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How Do I Claim Gambling Winnings and Losses on My Taxes?
All gambling winnings are technically considered taxable income, but you’ll only automatically be provided with a Form W2-G (or 1099-MISC) if you meet certain w…
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How Prepared Are You for Retirement?
Planning for a successful and fulfilling retirement isn’t easy. In addition to establishing predictable and adequate income for the next several decades, you al…
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Ways to Maximize Your Tax Savings When Approaching and In Retirement
Universal advice about maximizing tax savings in retirement is hard to come by because every retirement saver and retiree’s situation is different. For example,…
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Empowering Women in Retirement
The United States has made some huge strides toward equality in the past several decades, but women still face unique challenges when it comes to retirement. Th…
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