When individuals mention the person who “manages my money,” they are often referring to the person who handles their investments. But the action of managing money goes far beyond investing. Here’s what you should know.
Latest Insights Article
Does the 4% Rule Still Work?
The 4% rule is a popular retirement withdrawal strategy that suggests retirees can safely withdraw the amount equal to 4% of their savings during the year they retire and then adjust for inflation each subsequent year. Here’s how it works and why there are doubters.
A Summary of The Fed’s December Meeting
The Federal Reserve had their final meeting of the year. Here’s what they decided about interest rates.
Confusion Reigns Over New RMD Rules. We Have the Answers.
Recent changes to RMD rules are confusing taxpayers. But there is some good news to celebrate, and changes to be aware of.
How to Defeat Debt
Defeating debt is always important, but it becomes more critical as one nears retirement. Here are some strategies to help you navigate this stressful situation.
2024 Important Figures
Every October, the IRS announces changes to certain figures for the upcoming year. Here are the highlights that may impact your financial planning and tax planning.
How Much Do You Need to Retire with Confidence?
How much do you need to retire with confidence? Is there a magic number? Let’s explore how much is enough and how you can achieve your goals.
Princeton Adult School 85th Anniversary Event
As part of the Adult School’s 85th anniversary celebrations, they have planned several special Conversations throughout the 2023-24 school year. These Conversations offer an opportunity to engage in informal and insightful discussions with notable speakers. Led by a knowledgeable moderator, these Sunday afternoon sessions provide a platform for sharing experiences, exchanging ideas, and fostering meaningful dialogue. Join the community for an afternoon of captivating Conversations!
Will Social Security Be There When You Need It?
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?
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.