Honing Your Financial Skills in Retirement

As you approach your expected retirement date, you probably picture yourself enjoying a long, healthy retirement. You have many years ahead of you to enjoy the best of what life

Plan Your Charitable Contributions Carefully

At this time of year, we’re all feeling even more generous than usual. It feels great to help out a favorite charity or two, and we enjoy the added incentive

6 Ways to Protect Yourself from Con Artists

If you’re retiring comfortably, or still in the process of accumulating a sizable retirement fund, you face fewer risks than other retirees. Unfortunately, you’re also at greater risk of one

Take These Tax Planning Steps Before the End of the Year

Tax planning might be the last thing you want to think about at this time of year! But because many tax breaks are based on actions you took before December

Avoid This Surprise When You Retire

As you prepare for retirement, you’re going to hear and read many different tips and strategies. It can sometimes be difficult to separate fact from fiction, or determine which strategies

Index Investing 101

You invest because you want to grow your money, but that growth can occur in numerous ways. Each investor’s strategy differs slightly – or in some cases, significantly – from

Share These Financial Tips with Your Adult Children

Once your children have graduated from college and landed adult jobs out in the “real world”, most parents breathe a sigh of relief. You don’t worry about them so much

Don’t Make These Life Insurance Mistakes

Most people understand the necessity of life insurance these days. However, locating the right policy isn’t as simple as selecting a product off of a shelf. Life insurance is right

An IRA Serves a Variety of Purposes

As you plan for retirement, you will confront a variety of options from 401(k) funds, to annuities, to Individual Retirement Accounts (IRAs). Some people just go with whatever is available