_ 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→
_ 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→
_ Marriage Senior Health Older Married Couples and Advance Directives By Sondra Forsyth article A study published in June 2017 in the Journal of the American Geriatrics Society examined the effects spouses had 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→
_ Alzheimer's Disease and other Dementias Caregiving AlzheimerΓÇÖs Association Survey Shows That Many Caregivers Are Going It Alone By Sondra Forsyth article Findings from an AlzheimerΓÇÖs Association survey released in June 2017 in conjunction with AlzheimerΓÇÖs & Brain Awareness Month show that … Read More→
_ Money Matters Retirement 4 Ways Marriage, Divorce And Do-Overs Can Increase Your Social Security Check By Sondra Forsyth article In a world of IRAs, bonds, annuities and investment property, one retirement benefit often gets overlooked, or not discussed at … Read More→
_ Relax, Boomer Parents: Millennials Are More Financially Savvy Than You Think By Jane Farrell article Millennials came of age at a time when the job market was weak and their student-loan debt was high. Such … Read More→
_ Money Matters 3 Tips for Staying on The Same Financial Page With Your Spouse By Sondra Forsyth article Plenty of things can kill the romance in a relationship.But traditionally, money and all the complications that come with it … 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→
_ Money Matters ItΓÇÖs Time For Your "Lazy Money" To Get More Industrious By Sondra Forsyth article EveryoneΓÇÖs goal in the world of investing is a secure financial future. But it could be that your security, as … 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→
_ Common-Sense Advice for Protecting Yourself from Financial Schemers By Jane Farrell article My friendΓÇÖs mother, who is in her 70s, got a letter in the mail printed on official-looking letterhead of a … Read More→
_ Money Matters Late-in-Life Marriage and Tough Financial Decisions By Jane Farrell article Marriage later in life can be a satisfying and romantic accomplishment, whether it is a first-time event or the rekindling … 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→
_ Money Matters Retirement 3 Habits Successful Retirees Have That Are Worth Imitating By Sondra Forsyth article Americans are increasingly glum about the odds they will enjoy a secure retirement, and those concerns flow across generational lines. … Read More→
_ Money Matters Retirement 7 Important Steps to Take in the Year Before You Retire By Sondra Forsyth article You wouldn’t dream of running a marathon without undergoing months of training. Or heading into the wilderness without making sure … 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→