IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. The reason withdrawals…
Does Your Portfolio Fit Your Retirement Lifestyle?
A retiree‘s portfolio should reflect the lifestyle choices he or she makes in retirement. Does yours? Most portfolios are constructed…
Fallen Tree Damage – Who Pays?
Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
Inflation and your money
The CPI has shown low inflation since ’09. Are your prices rising faster than the average?
The lowdown on those free credit scores
Ever wonder about those free credit scores you get once a year?
Strategies for managing your student loan debt
Struggling with student loan debt? Learn five strategies that may help manage your debt and save your money.
Debt Stress
Is there a link between money worries and stress? Attack the problem at its root.
Should You Borrow from Your 401(k)?
The average credit card balance in June 2015 was $15,706, down from its peak of $18,600 in 2009.¹ With the…
Tips for Finding Care for Your Special-Needs Child
How do you find care for your special-needs child? The need to care for special-needs children may continue into their…
3 Simple Steps to Create a Seriously Savvy Budget
Do you follow a budget? Need some help to get started? No, budgets are not attractive, fun or exciting in…
Measuring the Value of a Financial Advisor
Your financial advisor can help potentially earn higher investment returns and reduce retirement planning stress What’s the value of a…
Tax Rules When Selling Your Home
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here’s why.