Dec 2017

Got a will? Here are 11 more end-of-life documents you may need

2017-12-11T19:55:49+00:00

Got a will? Here are 11 more end-of-life documents you may need Most consumers don't have key end-of-life documents in place. Documents like a DNR and POLST overlap, but that redundancy can help ensure your wishes are followed. Your last will and testament shouldn't be the last word on your end-of-life wishes. "We all prepare [...]

Got a will? Here are 11 more end-of-life documents you may need 2017-12-11T19:55:49+00:00
Dec 2017

Powell: Must-have tools and tips for year-end retirement planning

2017-12-11T19:53:19+00:00

Powell: Must-have tools and tips for year-end retirement planning If you haven’t done so already, now — as in before year-end — would be a good time to review your financial plan and take advantage of any last-minute retirement-planning tools and techniques. So, what are some of those tools and techniques? Think taxes now and [...]

Powell: Must-have tools and tips for year-end retirement planning 2017-12-11T19:53:19+00:00
Dec 2017

5 ways to rebuild your retirement savings

2017-12-11T19:50:36+00:00

5 ways to rebuild your retirement savings Have you raided your 401(k) or other retirement funds to wipe out credit card debt, pay your kid’s college tuition or cover some large, unexpected expense? If so, you’re not alone. According to research from the Transamerica Center for Retirement Studies, 27% of U.S. workers have taken some form [...]

5 ways to rebuild your retirement savings 2017-12-11T19:50:36+00:00
Dec 2017

Here’s what to do if your life insurance is about to expire

2017-12-11T19:48:12+00:00

Here's what to do if your life insurance is about to expire Retirees face a dilemma as term life insurance policies expire or as they leave work. Analyze your lifestyle to decide how much insurance you still need. Switching to permanent life insurance is more costly but can be a tax shelter. It's a fact [...]

Here’s what to do if your life insurance is about to expire 2017-12-11T19:48:12+00:00
Dec 2017

Don’t let surprise medical bills drain your retirement

2017-12-11T19:44:33+00:00

Don't let surprise medical bills drain your retirement Consider a health savings account. Bulk up emergency savings. Check your insurance. It doesn't take much to ruin years of careful retirement planning. An unexpected accident or illness, especially when you're nearing retirement, could become a financial disaster. "The number one reason for bankruptcy is actually medically related," [...]

Don’t let surprise medical bills drain your retirement 2017-12-11T19:44:33+00:00
Dec 2017

How to start thinking about an estate plan

2017-12-11T19:42:52+00:00

How to start thinking about an estate plan If you have assets — like a 401(k), savings or brokerage account, or a house — it's important to think about how those possessions will be distributed when you are gone. Here are some tips to head off any fight by your kids and to limit the [...]

How to start thinking about an estate plan 2017-12-11T19:42:52+00:00
Nov 2017

Got a will? Here are 11 more end-of-life documents you may need

2017-11-18T19:26:08+00:00

Got a will? Here are 11 more end-of-life documents you may need Most consumers don't have key end-of-life documents in place. Documents like a DNR and POLST overlap, but that redundancy can help ensure your wishes are followed. Your last will and testament shouldn't be the last word on your end-of-life wishes. "We all prepare [...]

Got a will? Here are 11 more end-of-life documents you may need 2017-11-18T19:26:08+00:00
Nov 2017

The Best States for an Early Retirement – 2017 Edition

2017-11-18T19:22:13+00:00

The Best States for an Early Retirement – 2017 Edition Do you want to retire early? Starting your golden years sooner may sound enticing but it’s a difficult proposition. You’ll probably need to earn a lot, and you’ll definitely need to save aggressively and budget carefully. There are some states in the U.S. that are [...]

The Best States for an Early Retirement – 2017 Edition 2017-11-18T19:22:13+00:00
Nov 2017

Pay down these 3 debts before you retire

2017-11-18T19:15:59+00:00

Pay down these 3 debts before you retire Older Americans owe more than ever before, with the amount of debt held by people over age 60 hitting $3 trillion, according to the Federal Reserve Bank of New York. Here's a look at the three major types of debt that burden older workers and how best to manage [...]

Pay down these 3 debts before you retire 2017-11-18T19:15:59+00:00
Nov 2017

The tax advantages of charitable giving

2017-11-18T19:09:22+00:00

The tax advantages of charitable giving For those who increased their contributions this year, you can deduct up to 50 percent of your adjusted gross income in charitable contributions. There are a few tricks, too, when it comes to the tax benefits of giving to charity. Plus, with the GOP's tax plan under consideration, it may [...]

The tax advantages of charitable giving 2017-11-18T19:09:22+00:00