New Decade, New You: Achieving Financial Independence in 2020
It’s hard to believe 2020 is right around the corner. As we approach the end of 2019 (and the...
Ring In the Holiday Season With Charitable Giving
The benefits of donor-advised funds for long-term philanthropy As December approaches, it’s time...
IRA and Retirement Plan Limits for 2020
IRA contribution limits The maximum amount you can contribute to a traditional IRA or a Roth IRA...
Preparing for 2020? Consider Optimizing Your Tax Planning Strategies
As we approach the end of 2019, it is a good time to consider several strategies that may help...
Women: Moving Forward Financially after the Loss of a Spouse
The loss of a spouse can be a devastating, life-changing event. Due to longer life expectancies,...
Data Breaches: Tips for Protecting Your Identity and Your Money
Large-scale data breaches are in the news again, but that's hardly surprising. Breaches have...
Insurance Needs in Retirement
Your goals and priorities will probably change as you plan to retire. Along with them, your...
Considering an Encore Career in Retirement? Here’s How to Make the Most of Your Second Act
For retirees who yearn for the mental stimulation of their previous career but are now looking to explore professional passions on a full or part-time basis, an encore career may be a rewarding alternative.