Announcing your age as “and-a-half” dies out around the age of 12. But when you’re older, it starts making a comeback. In fact, starting at age 50, several birthdays and “half-birthdays” are critical to understand because they have implications regarding your retirement income.
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How Rising Interest Rates are Impacting Pension Decisions
If you’re lucky enough to have a pension, you have some decisions to make. Will you take monthly payments or a lump sum? If the latter, when to take it is crucial to maintaining its value.
It’s Time to Celebrate National Estate Planning Week!
Estate planning supports the financial security of individuals throughout their lifetime and ensures the intended transfer of their property and assets at death. The documentation is critical, yet an estimated 56% of Americans do not have an estate plan.
How to Get the Best ROI With Your Home Renovations
Home renovations serve two purposes: spruce up your living environment to improve your comfort and lifestyle, and make your home more attractive to potential buyers. Here are some ideas on how you can get the best return on your investment.
FAFSA Opens on October 1
FAFSA for 2023-2024 School Year Opens on October 1. It’s advisable to submit your application as early as possible.
Seniors Could Score Big Savings on Prescription Drug Costs
Prescription drug costs are out of control, and the government is about to help. The Inflation Reduction Act includes provisions giving Medicare the right to negotiate. Here’s how it should help.
Property Tax Update
Learn how some taxpayers can offset local property taxes using the State’s new ANCHOR program.
What You Need to Know About Student Loan Forgiveness and Delayed Repayment Schedules
A new plan for student loan forgiveness was announced on August 24, offering partial debt cancellation and more. Here’s what you need to know.
Annual Reports: Read Them, Or Throw Them Out?
Annual reports can be challenging to read, but they are full of useful information about your mutual fund’s progress and performance. Should you read through them, or throw them away?
Is the U.S. Economy in a Recession?
Many Americans believe the U.S. economy is in a recession. Yet many economic indicators remain strong. This can be confusing. Let’s look at how a recession is officially determined and evaluate some current indicators.
Do This Before Upgrading Your Smartphone
Whether you like to have the latest and greatest in smartphones and tablets, or your device is ten years old and no longer holds a battery charge, there are several important security steps to take before making your next purchase.
Who is IRMAA, and Why Does She Hate Me?
IRMAA is an unavoidable surcharge that Medicare recipients must pay at some point. Learn when it impacts you, how it’s calculated, and how you may be able to reduce it.
How to Help Your Child Buy a Home
Homeownership is part of the American Dream. As prices increase, many young people seek help from their parents. Here are four ways you can help your child buy a home.