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For years, the “4% rule” helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm.
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This article presents five steps that could help focus and enhance a retirement savings strategy in 2021.
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Did you know there still may be reasons to hold money market mutual funds despite low yields? Read this article to find out more.
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The pandemic has underscored the importance of a well-stocked emergency fund. This article offers tips for building up a cash reserve.
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When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
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A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons.
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This article looks at the “new normal,” its effect on consumer behavior and the retail industry, and what that could mean for the economy.
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Wondering whether you should pay off student loan debt today or save for the future? Here are some considerations to help make the decision.
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If your adult children have returned to your once-empty nest, these tips might help promote a peaceful and productive living situation.
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This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.
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The S&P 500 index recently saw the fastest recovery in its history following the COVID-19 bear market, but will the surge continue?
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Filial responsibility laws can hold children responsible for certain parental debts. This potential liability is one reason to plan for long-term care needs.
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Decisions made when claiming Social Security retirement benefits can make a big difference in spousal and other dependents’ survivor benefits.
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This article outlines the basic provisions of income-driven repayment plans that can help reduce the burden of federal student loans.
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Do you know the reasons why business owners might need to take the time to develop a thoughtful succession plan?
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Paying for college can mean borrowing money or risking savings. This article focuses on financial aid and the importance of informed academic choices.
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Do you know the differences between debit and credit cards? This article discusses both and when it might be better to use a credit card.
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Lower tax rates and asset values may make now the time to consider a Roth conversion. This article outlines the rules and potential benefits.
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A look at the economic conditions that triggered the 2020 bear market and why investors may benefit from having a longer-term perspective.
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Temporary crisis relief legislation makes it easier to access retirement account funds and extends paid leave for workers at some small businesses.
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This article looks at the potential shape of the COVID-19 economic recovery with some historical context and key factors that may affect the direction of the economy.
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The middle of the year is an ideal time to revisit financial resolutions and consider steps that may help develop a stronger financial position.
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This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.
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The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.
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If you are self-employed, do you know how to calculate quarterly estimated tax payments in order to avoid underpayment penalties?
