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What to Know About Early IRA Withdrawals

While you’re working, you may be contributing to an individual retirement account (IRA), which can provide a tax-advantaged way to save for your future. So, is it ever a good idea to tap into your IRA before you retire? Ideally, you should leave...

 

Maximize Your Charitable Giving

The Tuesday after Thanksgiving has become known as Giving Tuesday, when people are encouraged to donate to charitable organizations. If you’d like to take part in this special day, you’ll want to maximize the effectiveness and benefits of your...

 

Work with life partner to achieve mutual goals

When you and your life partner work together to achieve your important long-term goals, such as a comfortable retirement lifestyle, the experience can be greatly rewarding. However, your success will require commitment and discipline. So, what steps...

 

Financial tips for new veterans

On Veterans Day, we honor the men and women who have served in our armed forces. If you’ve recently separated or retired from the military, or you will be leaving soon, you can be proud of the service you’ve provided to your country. But once...

 

Build Your 'Cash' Account Before Retiring

If you’re going to retire in the next few years, you’ll want to start thinking about making some changes to your investment portfolio. And one area you may want to look at is whatever type of cash account you might have – because, when...

 

Protect Your Financial Information Online

If you’re an investor, you probably enjoy the convenience of managing your accounts online. But you’ll also want to make sure that you’re not making it convenient for hackers, “phishers” and others with bad intentions to gain the same...

 

Short-term Investments Offer Liquidity – and More

Generally speaking, investing is a long-term process. You invest in your IRA and 401(k) to reach a long-term goal – retirement. You may invest in a 529 education savings plan for many years to reach another long-term goal – college for your...

 

What does retirement security mean to you?

October is National Retirement Security Month. But what does retirement security mean to you? And how can you work toward achieving it? Here are some suggestions: • Build your resources. While you’re working, save in tax-advantaged accounts such...

 

Prepare Yourself Financially for Illness ... Just in Case

All of us hope to live long, healthy lives, so we do what we can to take care of ourselves through proper diet, exercise and avoiding unhealthy activities. However, none of us can predict our future, so it pays to be prepared for anything ...

 

Are Your Loved Ones Prepared to Be Caregivers?

Once you’re retired and your children are grown, they are likely “off the books,” as far as your financial responsibility for them is concerned. Yet, you’re probably still prepared to do anything to help them – but are they ready to take...

 

Plan Ahead Before Joining The 'Great Resignation'

It’s been called the “Great Resignation” – the large number of Americans voluntarily leaving their jobs. If you plan to be part of it (ideally with another source of employment lined up), you’ll need to make the financial moves necessary to...

 

Help Grandkids Prepare for The Future

If you’re a grandparent, you don’t need Grandparents Day, observed on Sept. 12, to remind you of the joys of having grandchildren. Yet, you might want to use this day as an opportunity to think about ways to help provide for your...

 

Ranking Your Goals: A Smart Move

Like most people, you may have several financial goals. But can you reach them all? It would be simple if you had great wealth. But you’ll likely need to rank your goals in terms of their importance to your life and then follow appropriate...

 

529 Plans: Not Just For College

If you’ve heard of 529 plans, you might think they can only be used to help pay for college. And you wouldn’t be alone: Less than one-third of adults properly identified that a 529 plan can be used for more than just higher education, according...

 

Review Your Ira, 401(K) Beneficiaries

If you’ve had an IRA and a 401many years, you may occasionally ask yourself some questions: “Am I contributing enough?” “Am I still funding these accounts with the right mix of investments for my goals and risk tolerance?” But here’s one...

 

Are Trust Services Right For You?

If you’re extremely busy with your career and family and you’ve accumulated a fair amount of assets, you might be concerned about a variety of issues related to financial management and legacy planning. Specifically, you might think you don’t...

 

Is Roth IRA Better for Young Workers?

If you’re in the early stages of your career, you’re probably not thinking much about retirement. Nonetheless, it’s never too soon to start preparing for it, as time may be your most valuable asset. So, you may want to consider retirement...

 

The Right Emotions Can Be Useful In Investing

You may have heard that it’s important to take the emotions out of investing. But is this true for all emotions? Certainly, some emotions can potentially harm your investment success. Consider fear. If the financial markets are going through a...

 

How Does Social Security Fit Into Retirement

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 fit into the picture?...

 

Don't Let Investments Go On Vacation

Now that we’ve gained at least some space from the COVID-19 pandemic, summer travel is heating up. While you might be eager to hit the road, you won’t want your investments to take a vacation – you need them to work hard for you consistently....

 

Father's Day Gifts... For Your Kids

If you’re a dad, you may be in line to get some nice gifts on Father’s Day. But your greatest gift may be your ability to help your children. One way of doing that is to get them started in the world of investing – and making a few investments...

 

Financial Goals With Your Family

June is Effective Communication Month. And it’s a good idea to recognize the importance of good communications, because it plays a role in almost every aspect of living – including your finances. You’ll want to clearly communicate your...

 

529 plans: More Versatile Than Ever

If you have children or grandchildren, you may already be somewhat familiar with the 529 plan, a popular education savings vehicle. But you may not have kept up with some recent changes in the plan’s capabilities and in the educational environment...

 

What to Expect From A Financial Review

The COVID-19 pandemic may have unsettled many aspects of your life – including your financial situation. Even if your employment and earnings were not directly affected, you might have concerns about whether you’ve been making the right...

 

First-time Homebuyer? Follow These Steps

Is homeownership a goal of yours? It does offer some benefits, in addition to meeting your basic need for shelter. The equity you build in your home can be a valuable financial asset, and you may get to deduct your interest payments on your taxes....

 

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