_ Money Matters Pre-Retirees and Retirees Can Beat Inflation and Reduce Risk by Splitting Savings By Sondra Forsyth article Financial planners agree that pre-retirees and retirees need investment growth to beat inflation. But while equities have outperformed fixed options … Read More→
_ Money Matters Asset Location, A Strategy to Cut Taxes, Is Often Overlooked By Sondra Forsyth article A new tax law may call for tweaking strategy but probably not big changes Asset allocation comes first, then comes … Read More→
_ Aging Well Planning for Your Own Long-Term Care By Jane Farrell article Planning for our own long-term care may not be pleasant, but itΓÇÖs essential. In this guide, the National Institute on … Read More→
_ Money Matters Two Ways to Reduce Risk if the Bull Market Has Skewed Your Asset Allocation By Sondra Forsyth article In the current bull market, many people have made so much money they now find their asset allocation is out … Read More→
_ Money Matters Retirement Tax Deferral and Guarantees Make Annuities a Compelling Way to Save for Retirement By Sondra Forsyth article If youΓÇÖre contributing the annual maximum to your IRA and/or 401(k) plan, youΓÇÖre ahead of most people. But tax-qualified contributions … Read More→
_ 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→
_ 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→
_ How to Avoid Financial Fraud By Jane Farrell article EditorΓÇÖs note: As we get older, having enough money becomes even more crucial for a number of reasons: to have … 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 How to Avoid Running Out of Money in Retirement By Sondra Forsyth article A New York Life survey found that 58% of Americans overestimate how much they can safely withdraw from retirement savings. … Read More→
_ Money Matters The Road to Financial Literacy: Three Minuses, Three Pluses By Jane Farrell article Financial literacy isnΓÇÖt something we learn in school, and most parents admit they feel unqualified or incapable of teaching their … Read More→
_ The 6 Most Costly Retirement Plan Mistakes By Sondra Forsyth article The percentage of Americans who won’t have enough money in retirement has barely budged in several years despite rising stock … Read More→
_ Don't Have A Cookie-Cutter Retirement Plan By Jane Farrell article If youΓÇÖre 10 years out from when you expect to retire, then now is the time to get serious about … Read More→
_ What If Your Retirement Money Hits Bottom? By Jane Farrell article Wall Street hasnΓÇÖt been for the faint of heart lately. Jittery investors saw the volatile market play havoc with investment … Read More→
_ Money Matters Retirement Financial Independence For Women ΓÇô ΓÇ¿Before ItΓÇÖs Too lateΓÇ¿ By Sondra Forsyth article Is there a meaningful difference in the way men and women consider money? There is, according to a study published … Read More→
_ Money Matters Holiday Shopping: Spend Less, Enjoy Life More By Jane Farrell article Two months before Christmas, the National Retail Federation predicts 3.7% uptick in holiday spending. But at the same time consumers … Read More→
_ Money Matters How Women Can Catch Up on Retirement Savings By Jane Farrell article Because women live longer and earn less money than men, they need to save $126 for every $100 men save … Read More→
_ Money Matters Retirement How Hidden Expenses Can Affect Your Retirement Goals By article Having enough money for retirement can be a tricky proposition even under the best circumstances. But when some of those … Read More→