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Eating the Estate Planning Elephant… One Bite at a Time, Part II

You may have been cohabitating with your proverbial estate planning elephant for some time now, but if the first part…

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Borrowing From Your 401(k): A Financial Sin

When we put money into our retirement accounts we do so for a specific purpose: retirement. All the money you…

Should You Put Your Kids’ Education ahead of Your Retirement?

If you’re like most parents, you want nothing more than to provide your children with a college education. Some have…

3 Simple Steps to Create a Seriously Savvy Budget

No, budgets are not attractive, fun or exciting in any way shape or form. They are, however, the necessary evil…

What’s So Great About a Rollover?

An IRA rollover may make sense whether you’re leaving one job for another or retiring altogether

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

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. Blurbs: There are…

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you. Nearly 80% of workers…

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…

Catch-Up Contributions

A recent survey found that 18% or people were very confident about having enough money to live comfortably through their…

What If You Get Audited?

“Audit” is a word that can strike fear into the hearts of taxpayers. However, the chances of an Internal Revenue…

The Economics of Borrowing from Your 401(k)

When times are tough, that pool of dollars sitting in your 401(k) plan account may start to look attractive. But…

Choosing a Retirement Community

Perhaps you’ve seen ads for a new “over 55” luxury condominium development in your town. Or another winter of shoveling…