_ Money Matters RetirementA Way to Cut Tax on Social Security Benefits By Sondra Forsyth articleAbout 40 percent of people who receive Social Security are required to pay taxes on at least a portion of … Read More→
_ Money Matters RetirementRising Annuity Rates Benefit Retirement Portfolios By Sondra Forsyth articleAnnuity rates have gone up a bit recently, according to AnnuityAdvantage’s database of 290 fixed annuities from 35 insurers. They … Read More→
_ Wills & EstatesEstate Planning Is Not Just for the Ultra-Rich Anymore By Sondra Forsyth articleHollywood’s stereotype of estate planning usually features assorted nieces, nephews and cousins gathered in the drawing room of a 100-year-old … Read More→
_ Wills & EstatesA Guardian for Your Children: Planning in Case You’re Not There By Sondra Forsyth articleWhile everyone needs a will to settle money matters, there’s a far more compelling reason to have one if you … Read More→
_ RetirementHow to Create a Fulfilling Retirement When Every Day Is Saturday By Sondra Forsyth articleIt’s the dream retirement many people anticipate for decades. Hang out around the pool all day. Play one round of … Read More→
_ Money Matters Wills & EstatesHow to Decide Who Merits Your Money as You Ponder Your Legacy By Sondra Forsyth articleNot long ago, Jeff Bezos took to Twitter to ask the world for charitable-giving ideas. The Amazon.com founder sought a … Read More→
_ RetirementAre You Leaving Your Beneficiaries a Tax Time Bomb? By Sondra Forsyth articleWhen it comes to retirement – and to passing on whatever wealth you’ve accumulated to a spouse or the next … Read More→
_ Wills & EstatesLeave The Legacy You Want with This End-of-Life Checklist By Jane Farrell articleA lifetime of hard work may have rewarded you with a nice home and hefty bank accounts, but what happens … Read More→
_ Money MattersWaiting for Higher Rates Is a Bad Bet By Sondra Forsyth articleMany people who want to invest in fixed-income or principal-protected products like fixed annuities and CDs hesitate because they’re leery … Read More→
_ Money Matters RetirementCreating Your Own Pension By Sondra Forsyth articleFew people have enough income from Social Security and company pensions (which are less common now) to support their retirement … Read More→
_ Money Matters RetirementRetiring Abroad? You Can Get Tripped Up by Taxes, Investments and Health Care Unless You Plan By Sondra Forsyth articlePeople thinking of retiring abroad usually consider how health care, money and federal income taxes will work. But they often … Read More→
_ Funeral Planning10 Ways to Prepare for the Passing of a Loved One By Sondra Forsyth articleNobody wants to think about the passing of a loved one, but being prepared can make a difficult time a … Read More→
_ RetirementThe Case Against Retirement That Has Nothing to Do with Finances By Sondra Forsyth articlePeer Pressure in your 50’s?! Really? My friends and I were sitting around a table at a restaurant in Scottsdale. … Read More→
_ Money MattersHow to Turn Kids into Young Adults with Healthy Savings Habits By Jane Farrell articleAs Jodi walked to class that day the freshman noticed a large circle of booths spread out across the main … Read More→
_ RetirementA Life Insurance Policy Could Be Your Retirement Salvation By Jane Farrell articleAmericans worry a lot about retirement. Will their savings hold out? Will Social Security still be around? Will healthcare costs … Read More→
_ Money MattersWomen Pay 40 Percent More Than Men For Hair-Loss Remedy By Jane Farrell articleAccording to new research, when it comes to buying Rogaine foams, the gender gap is particularly obvious: Women pay an … Read More→
_ Money Matters4 Money Issues Couples Should Agree On By Jane Farrell articleSpouses often harbor different opinions on a variety of subjects. From the style of clothes and haircuts they like on … Read More→
_ Money MattersHow to Leave A Lasting Legacy By Jane Farrell articleWhile most of us aren’t world-class Olympic athletes, Oscar-winning movie stars or generals who command great battles, we still have … Read More→