Most retirees depend on their Social Security benefits for cash flow during retirement. There’s a lot of speculation about whether Social Security benefits will disappear after 2023, when the OASI Trust is expected to be depleted. Will Social Security be there when you need it?
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7 Things to Know About Saving, Spending, and Paying for College
Here are 7 tips to help you save money, manage your spending, and pay for college.
TD Ameritrade-Charles Schwab Merger Update #2
The transition of services between TD Ameritrade and Charles Schwab is almost complete. Here is a preview of communications you will receive.
A Word About the TD Ameritrade Breach
We take your security very seriously and want to ensure you’re aware of the TD Ameritrade breach. Read their statement and learn what actions you can take if you believe you’re a victim.
How to Take Advantage of the Gift Tax Exclusion
The Annual Gift Tax Exclusion is important to understand if you wish to gift money to your heirs while you are still alive. In addition to allowing them to enjoy your generosity now, it reduces your estate for tax planning purposes.
U.S. Supreme Court Blocks Student Loan Cancellation; Payments to Resume
3 important developments occurred recently in the world of federal student loans, all of which are bound to have an impact on past, present, and future college students.
Darren Zagarola Elected Treasurer of Princeton Adult School
Congratulations to Darren Zagarola on his appointment as Treasurer of the Princeton Adult School.
Prepare for the Unexpected
Life is full of surprises, no matter how hard we try to control the world around us. How do you plan for unexpected expenses? They’re bound to happen, so you need a plan.
Are You Confident About a Financially Secure Retirement?
There’s good news and bad news on the retirement front. The good news: Nearly two-thirds of workers and retirees are confident that they will have enough money to live comfortably throughout their retirement years. The bad news: that level of confidence is far below what it was just one year ago.
7 Things You May Not Know About 529 Plans
529 Plans exist to help families save and pay for education. But changes to the law have broadened its uses. Here are 7 things you may not know about 529 plans.
TD Ameritrade-Charles Schwab Merger Update #1
As you know, Charles Schwab acquired TD Ameritrade in 2020. Since then, they have worked hard to consolidate operations, adopting each firm’s best practices and creating an exceptional organization. All TD Ameritrade accounts are expected to transition immediately after Labor Day. Here’s what you need to know.
The U.S. Debt Ceiling and What It Means for Investors
Everyone’s talking about the U.S. hitting the Debt Ceiling. Let’s explore what is happening and what it means for investors.
Is Now the Time to Tap into the Increased Value of Your Home?
Home equity in the U.S. is at an all-time high. Yet, mortgage rates have more than doubled, and inflation is hurting many families. So, is this the right time to tap into your home equity and turn it into cash?