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. These disadvantages don’t necessarily apply to all women, but income and retirement inequalities are still a...
If you’re a retiree, your income may be largely or entirely derived from specific retirement savings tools you invested in during your working years. Common examples include Roth and traditional IRAs, 401(k)s and annuities. If you’re unsure of how to report that...
Have you and your spouse discussed when you’ll begin claiming your Social Security benefits? Do you know how much SSI you’ll receive each month and the potential consequences of taking your benefit early? How much you can rely on Social Security depends on your birth...
The basic steps for preparing taxes ahead of Tax Day, whether you’re still working or retired, should include: Gather all necessary tax documents, such as W-2s and 1099s Determine your filing status and exemptions Ensure that you have the necessary forms and...
The two biggest exchanges for trading equities in the United States are the New York Stock Exchange (NYSE) and the National Association of Securities Dealers Automated Quotation System (NASDAQ). Although NYSE and NASDAQ are the two exchanges most investors are...
Are you an adult with a checking account? Congratulations, you have an “estate.” One of the most common misconceptions about estate planning pertains to who needs one. There’s no monetary threshold in the definition of an estate. If you have assets and you’re an...
