Tuesday, February 8th, 2022
Are you expecting a tax refund this year? If so, what will you do with it? Of course, the answer largely depends on the size of your refund. For the 2020 tax year, the average refund was...
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Loading...Wednesday, January 12th, 2022
As you know, 2021 was full of challenges. We were still feeling the effects of the COVID-19 pandemic when supply chains shut down and inflation heated up. So, if you’re like many people, you might not be...
(No Ratings Yet)Loading...Thursday, July 8th, 2021
Here’s something to think about: You could spend two, or even three, decades in retirement. To meet your income needs for all those years, you’ll generally need a sizable amount of retirement assets. How will Social Security...
(No Ratings Yet)Loading...Thursday, October 15th, 2020
When you retire, you’ve learned a lot about all sorts of things, helping you avoid some of the mistakes you made earlier in life. However, you may still be susceptible to financial missteps specifically related to your...
(No Ratings Yet)Loading...Thursday, June 11th, 2020
There’s certainly been plenty of volatility and uncertainty the past few months, but one aspect of your financial picture has probably remained stable: your need for insurance. And since National Insurance Awareness Day is observed on June...
(No Ratings Yet)Loading...Thursday, March 5th, 2020
As you know, the coronavirus has become a major health concern, not just in China, but in other parts of the world, too. It’s also shaken up the financial markets. As an individual investor, how concerned should...
(No Ratings Yet)Loading...Thursday, January 9th, 2020
It might not have made the headlines, but a recently passed piece of legislation could affect the IRAs and 401(k)s of millions of Americans beginning in 2020. If you have either of these accounts, or if you...
(No Ratings Yet)Loading...Thursday, November 14th, 2019
As Thanksgiving approaches, it’s meaningful to reflect on the origin of the holiday —Native Americans and pilgrims sharing their bounty of food with each other. As you gather with your loved ones this year, perhaps you can...
(No Ratings Yet)Loading...Thursday, October 10th, 2019
Like many people, you may spend decades putting money into your IRA and your 401(k) or similar employer-sponsored retirement plan. But eventually you will want to take this money out — if you must start withdrawing some...
(No Ratings Yet)Loading...Thursday, September 19th, 2019
It’s a fairly predictable pattern: When the stock market rises, more people invest, but after a large-scale drop, many of these same people head for the exits. But by staying out of the financial markets, and only...
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