How to Avoid Paying Taxes on Your Social Security
How to Avoid Paying Taxes on Your Social Security

on March 18, 2022

In certain situations, you might be getting less than you thought. Here’s how to fix that.

Couple w Money Jar
12 Retirement Plans for a Financially Secure Future

on December 23, 2021

Use this guide to select the right retirement plan for your nest egg.

Surprised older woman in shock
You Need to Know This About Phased Retirement

on November 10, 2021

There are upsides and downsides to dipping your toes into retirement without leaving the workforce entirely.

Woman investing at computer
What’s the Best Asset Allocation for My Portfolio?

on November 10, 2021

There are several popular models for asset allocation. Here’s how to pick what’s best for you.

senior making a decision
Can You Safely Retire at Age 55?

on October 28, 2021

Let’s run the numbers and find out — but realize that early retirement could require some heavy lifting.

Pensive senior woman
Social Security Benefits for Divorced Spouses

on August 26, 2021

Social Security can be a complex topic, especially if you’re divorced. Here’s what you need to know.

Couple saving money
How to Retire With $2 Million

on July 15, 2021

$2 million is the new $1 million, and here’s how to get that much into your retirement savings account.

senior couple drinking coffee on computer
How to Find the Best Age to Retire

on July 6, 2021

Here’s how to decide when it’s time to quit for good.

Family saving money with a piggy bank
How to Build a Family Financial Plan

on March 10, 2021

Starting a family can complicate your finances. Here are some of the areas you’ll need to consider.

Senior couple planning retirement expenses
4 Strategies to Avoid Taxes on Required Minimum Distributions

on March 5, 2021

Just because you have to take money out on Uncle Sam’s schedule doesn’t necessarily mean you have to get taxed on it.

man and woman in a wheelchair smile while using a tablet
Are Social Security Disability Benefits Taxable?

on March 1, 2021

In some situations, you may owe taxes on these benefits.

Happy couple taxes bills
Tax Strategies That Save You Money

on December 30, 2020

Use these tax-saving strategies to keep more of your hard-earned dollars in your pocket.

Young woman considering student loans for college savings
How to Pay for College: 5 Strategies and Tips

on December 30, 2020

College is a huge expense. Fortunately, there are more resources than you might think.

Happy senior planning retirement
How to Calculate Your Social Security Break-Even Age

on December 21, 2020

You have an eight-year window to start taking Social Security. When is the best time for you?

8 Tips to Balance Your Full-Time Job With a Side Hustle
8 Tips to Balance Your Full-Time Job With a Side Hustle

on December 11, 2020

These tips will make the most of your time and energy.

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