21 Aug Grandparents Raising Grandchildren.
How can they cope with the financial demands? When many people hear the word “parents,” they picture a couple in their forties ...
How can they cope with the financial demands? When many people hear the word “parents,” they picture a couple in their forties ...
If you have saved and invested consistently for retirement, you may find yourself ready to leave work on your terms – with abundant free time, new opportunities, and wonderful adventures ahead of you. The thing to keep in mind is that the reality of your...
George Washington didn’t want to be king of America, even though some of his peers felt the new nation should be ruled by a monarch; as the first President, he led the country for eight years with a modesty and character that were in stunning...
New & old concepts to address the retirement savings gap. How many 401(k)s have more than $100k in them? According to the Employee Benefit Research Institute (EBRI), the average 401(k) balance at the end of 2012 was $63,929. Even with stocks rising last year, the average...
WEEKLY QUOTE“Learn from yesterday, live for today, hope for tomorrow.” - Albert Einstein WEEKLY TIP If you own a house and have children, you should at least have a will, and preferably an estate plan. WEEKLY RIDDLE All around yet can’t be seen, has no throat but...
WEEKLY QUOTE“Friendship is a single soul dwelling in two bodies.” - Aristotle WEEKLY TIP By maintaining an updated business projection sheet outlining expected income and expenses, you can keep a lender posted on how your small business is progressing. WEEKLY RIDDLE What has a tail and head, but no body? ...
Professional firms & businesses use them to reward employees. Could you help your employees save more for retirement? Adding a profit sharing feature to your company’s 401(k) plan could allow you to do just that. It could also help your firm compete against the “big fish”...
A varied portfolio is a hallmark of a savvy investor. You may be amused by the efforts of some of your friends and neighbors as they try to “chase the return” in the stock market. We all seem to know a day trader or two: someone...
A summary of what you need to know. Don’t wait until New Year’s to join a Medicare plan. The open enrollment period ends early this year, and many Medicare beneficiaries may not realize it. In fact, 97% of seniors in a recent poll conducted by UnitedHealthcare...
A closer look at the provisional income rules. Many new retirees assume that Social Security income is tax-free. That is not always the case. The Social Security Amendments of 1983 opened the door to taxes on some SSI, depending on the amount of income someone earns...