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Considering Healthcare Costs in Retiring

Considering Healthcare Costs in Retiring

With all the uncertainties of the future, it’s difficult for people to know exactly how much to save for retirement. While it may be relatively easy to gauge how much…

What Does an Unstable World Mean for the Markets?

What Does an Unstable World Mean for the Markets?

The past few months have seen a number of troubling situations develop around the world. Russia’s involvement in the Ukrainian conflict has continued, and recently airstrikes began against the Islamic…

Spend or Invest? New Thoughts on an Age-old Dilemma

Spend or Invest? New Thoughts on an  Age-old Dilemma

A familiar experience for many Americans is that as fast as money comes in, it goes out the door again in pursuit of the next “must have” purchase. Such spending…

Adjusting Your Money Mindset

Adjusting Your Money Mindset

Money is a powerful force in our lives. We’re required to think about money—how much we have, how much we want, how to get more of it— on a regular…

Lending Money to Family Members—Is It Ever a Good Idea?

Lending Money to Family Members—Is It Ever a Good Idea?

It’s harder than ever for young adults to save and get ahead in our current economy. Modest incomes and college loans make it tough to assemble enough cash to purchase…

If You’re in the Homestretch Before Retirement, It’s Time to ‘Floor It’

If You’re in the Homestretch  Before Retirement, It’s Time to ‘Floor It’

As people enter their 50s and early 60s, earnings from work or other income sources often begin to reach a peak. In many instances, this also happens at the same…

Landing Your Dream Job…In Retirement

Landing Your Dream Job…In Retirement

Many retirees choose to work in re­tirement. Americans in general have a strong work ethic, so a life of ex­tended leisure doesn’t appeal to ev­eryone. And with the average U.S.…

Three Essential Money Topics to Discuss Before Marriage

Three Essential Money Topics to Discuss Before Marriage

When couples tie the knot, they make a commitment to stand by one another, for richer or poorer. Despite this earnest vow, money is a common source of marital strife…

Six Ways to Protect Your Identity

Six Ways to Protect Your Identity

Recent data breaches at several national retailers illustrate the importance of keeping your identity safe and secure. Not only are identity thieves getting more brazen — hacking into retail computer…

Top 10 Tax Tips for Legally Married Same-Sex Couples

Courtesy of Nanette Lee Miller, CPA 1. Married Tax Status Determine if there is any benefit to filing amended income tax returns using “married” status. Married tax status, as compared…

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