_ Money Matters Retirement A Way to Cut Tax on Social Security Benefits By Sondra Forsyth article About 40 percent of people who receive Social Security are required to pay taxes on at least a portion of … Read More→
_ Money Matters Retirement Rising Annuity Rates Benefit Retirement Portfolios By Sondra Forsyth article Annuity rates have gone up a bit recently, according to AnnuityAdvantageΓÇÖs database of 290 fixed annuities from 35 insurers. They … Read More→
_ Wills & Estates Estate Planning Is Not Just for the Ultra-Rich Anymore By Sondra Forsyth article HollywoodΓÇÖs stereotype of estate planning usually features assorted nieces, nephews and cousins gathered in the drawing room of a 100-year-old … Read More→
_ Wills & Estates A Guardian for Your Children: Planning in Case YouΓÇÖre Not There By Sondra Forsyth article While everyone needs a will to settle money matters, thereΓÇÖs a far more compelling reason to have one if you … Read More→
_ Retirement How to Create a Fulfilling Retirement When Every Day Is Saturday By Sondra Forsyth article ItΓÇÖs the dream retirement many people anticipate for decades. Hang out around the pool all day. Play one round of … Read More→
_ Money Matters Wills & Estates How to Decide Who Merits Your Money as You Ponder Your Legacy By Sondra Forsyth article Not long ago, Jeff Bezos took to Twitter to ask the world for charitable-giving ideas. The Amazon.com founder sought a … Read More→
_ Retirement Are You Leaving Your Beneficiaries a Tax Time Bomb? By Sondra Forsyth article When it comes to retirement ΓÇô and to passing on whatever wealth youΓÇÖve accumulated to a spouse or the next … Read More→
_ Wills & Estates Leave The Legacy You Want with This End-of-Life Checklist By Jane Farrell article A lifetime of hard work may have rewarded you with a nice home and hefty bank accounts, but what happens … Read More→
_ Money Matters Waiting for Higher Rates Is a Bad Bet By Sondra Forsyth article Many people who want to invest in fixed-income or principal-protected products like fixed annuities and CDs hesitate because theyΓÇÖre leery … Read More→
_ Money Matters Retirement Creating Your Own Pension By Sondra Forsyth article Few people have enough income from Social Security and company pensions (which are less common now) to support their retirement … Read More→
_ Money Matters Retirement Retiring Abroad? You Can Get Tripped Up by Taxes, Investments and Health Care Unless You Plan By Sondra Forsyth article People thinking of retiring abroad usually consider how health care, money and federal income taxes will work. But they often … Read More→
_ Funeral Planning 10 Ways to Prepare for the Passing of a Loved One By Sondra Forsyth article Nobody wants to think about the passing of a loved one, but being prepared can make a difficult time a … Read More→
_ Retirement The Case Against Retirement That Has Nothing to Do with Finances By Sondra Forsyth article Peer Pressure in your 50ΓÇÖs?! Really? My friends and I were sitting around a table at a restaurant in Scottsdale. … Read More→
_ Money Matters How to Turn Kids into Young Adults with Healthy Savings Habits By Jane Farrell article As Jodi walked to class that day the freshman noticed a large circle of booths spread out across the main … Read More→
_ Retirement A Life Insurance Policy Could Be Your Retirement Salvation By Jane Farrell article Americans worry a lot about retirement. Will their savings hold out? Will Social Security still be around? Will healthcare costs … Read More→
_ Money Matters Women Pay 40 Percent More Than Men For Hair-Loss Remedy By Jane Farrell article According to new research, when it comes to buying Rogaine foams, the gender gap is particularly obvious: Women pay an … Read More→
_ Money Matters 4 Money Issues Couples Should Agree On By Jane Farrell article Spouses often harbor different opinions on a variety of subjects. From the style of clothes and haircuts they like on … Read More→
_ Money Matters How to Leave A Lasting Legacy By Jane Farrell article While most of us arenΓÇÖt world-class Olympic athletes, Oscar-winning movie stars or generals who command great battles, we still have … Read More→