_ Money Matters Retirement Taking a 401(k) Loan Can Be a Smart Move By Sondra Forsyth article Most financial planners say borrowing from your 401(k) is a bad idea, period. I disagree. Borrowing from your 401(k) plan … 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→
_ 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→
_ 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→
_ 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→
_ Money Matters You Can Still Cut Your 2016 Tax Bill By Sondra Forsyth article ItΓÇÖs not too late to slash your 2016 income taxes. Contribute to your Health Savings Account by April 18. ┬áHSA … Read More→
_ Staying Young in Spirit By Jane Farrell article Mohr Keet of South Africa bungee jumped when he was 96, landing himself in the Guinness Board of World Records. … Read More→
_ Retirement Is Your Road To Retirement Poorly Mapped Out? By Sondra Forsyth article Can you imagine going on an extended vacation without making any plans? No websites or tour guides consulted. No hotel … Read More→
_ Money Isn't The Only Thing You Need in Retirement By Jane Farrell 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 Retirement 3 Things Women Should Know If They Outlive Their Spouse By Sondra Forsyth article The importance of women taking an active role in a coupleΓÇÖs financial planning represents more than just jockeying over who … Read More→
_ Money Matters DonΓÇÖt Miss Out on Any 2016 Tax Deductions By Sondra Forsyth article Many people miss out on taking all the deductions theyΓÇÖre entitled to. Poor record keeping is often the culprit, as … Read More→
_ The Importance of A Chronic-Care Plan By Jane Farrell article Editor’s note: Nobody likes to think about becoming incapacitated, but preparing for the time when chronic care is needed can … Read More→
_ Money Matters Retirement Should You Buy Longevity Insurance? By Sondra Forsyth article As life expectancy for Americans continues to rise, many people face the problem of outliving the amount of money they … Read More→
_ Money Matters Why You Shouldn't Be Friends with Your Broker By Jane Farrell article Building a trusting relationship with a financial professional is important because youΓÇÖll be sharing information about your assets and income, … Read More→
_ Money Matters Parenting Helping Adult Children: a Loan Often Beats a Gift By Sondra Forsyth article Parents often want to help their adult children who need a financial boost. Should they? It can be a great … Read More→
_ Money Matters Retirement 3 Tips To Help You Navigate The Treacherous 401K Waters By Sondra Forsyth article A 401K is the primary retirement-savings vehicle for many Americans. Yet despite the 401KΓÇÖs importance, the average participantΓÇÖs only investment … Read More→
_ Money Matters Retirement When Retirement Accounts Multiply, Is It Time To Consolidate? By Sondra Forsyth article After decades of job hopping ΓÇô by necessity or design ΓÇô some people have accumulated several retirement accounts, making it … Read More→