Retirement Planning

DIY Financial Plan in 10 Steps

By Carrie Schwab-Pomerantz Did you know that 78 percent of people with a financial plan…

retire
Planning to Retire on Your 65th Birthday? We Didn’t Think So!

The traditional notion of retirement — a switch from full-time work to full-time leisure —…

What’s More Realistic, Bigfoot or a Secure Retirement?

Did you know nearly 1 in 3 people think they’re more likely to learn Bigfoot…

Find Your Financial Personality – Are You a Maverick? a Dreamer?

When it comes to managing your finances, are you more likely to be spontaneous and…

financial fraud
Financial Fraud Is Targeting Older Adults at Record Levels

The financial exploitation of older people is a rampant epidemic in America. A recent report by the Consumer…

Do Women Worry More About Saving for Retirement?

Do women worry more about saving for retirement? There are many reasons women may be…

credit
How to Help Your Adult Children Establish Strong Credit

Today’s millennials and Generation Z face starkly different financial realities than their parents did at…

retirement
How ‘Life’ Gets in the Way of Retirement Planning and How to Overcome the Obstacles

If you’re like many Americans, retirement planning may not be high on your ”to-do” list.…

tax tips
2019 Tax Tips for Online Filers

As time continues to tick, millions of tax filers are beginning to feel the pressure…

Things to Consider if You Plan to Retire Before 60

Financially speaking, what moves might you want to make?            …

retirement
5 Steps to Retirement

A recent study finds that 52 percent of American households are at risk of not being…

social security
Why You Should Have an Online Social Security Account

In monitoring your Social Security profile, you may help to thwart fraud. Could your personal…

Catching Up on Retirement Saving

If you are starting at or near 50, consider these ideas: Do you fear you…

roth ira
The Pros & Cons of Roth IRA Conversions

If you own a traditional IRA, perhaps you have thought about converting it to a…

life insurance
Why Life Insurance Matters for New Homeowners

It addresses a significant financial risk. If you buy a home and you have no…

financial
Smart Financial Steps After College: A to-do list for the twentysomething

!! Share with your kids and grandkids !! Did you recently graduate from college? The…

annuity
The Risks of Putting Too Much Money Into an Annuity

These private income contracts do have potential flaws. It may not be good to have…

financial health
4 Steps to Get Yourself on the Path to Financial Health

Are you feeling good about your finances? Or do phrases like “account balance,” “credit score”…

Set Goals as You Save & Invest: Turn your intent into a commitment

Goals give you focus. To find and establish your investing and saving goals, first ask…

retirement
Hitting the Retirement Preparation Sweet Spot

A recent study by the Center for Retirement Research (CRR) at Boston College suggests an…

Financial Planning – Where Do You Start?

Professionally speaking, women entering our 40s and 50’s typically are reaching our peak earning years.…

tax reform
How the Tax Reform Act Could Affect You

With the newly passed tax reform bill, the Tax Cuts and Jobs Act (TCJA), now…

First Steps On the Road Map to Fiscal Fitness

In speaking with clients over the past few months, I found that time and time…

heirs
Will Your Heirs Receive a Fair Share of Your Wealth?

Will your heirs receive a fair share of your wealth? Will your invested assets go…

bag lady syndrome
Bag Lady Syndrome – How to Avoid It

You must avoid it. Think about tomorrow, not just today. Provided by Ronit Rogoszinski, CFP®…

business loan
Seeking a Small Business Loan? Here’s What You Need to Know

Small businesses still struggle to obtain credit; nearly half of those who applied for credit…

financial
A Woman’s Financial Reality

Your financial future is up to you … and no one else. Provided by Ronit…

bank
Don’t become the “Bank of Mom and Dad or Grandma and Grandpa”

Most people want to help their children pay for a quality college education, but it…