Cost of Healthcare for Retirees: Saving Tax Efficiently Can Have a Big Impact
Retirees will need to pay close attention to means-testing levels to help contain healthcare costs. This requires careful planning before retirement.
The Potential Dangers of Rolling Your Company Stock into an IRA
If you own large quantities of company stock held within a retirement plan, rolling it into a tax-deferred IRA may not be the best strategy. Learn when a Net Unrealized Appreciation (NUA) transaction is the right choice to maximize your tax efficiency.
Contributing Too Much to Your IRA Can Cost You
Learn about contribution limits for traditional and Roth IRAs and get advice on how to minimize penalties if you’ve contributed too much in a given year.
What Should You Do with a 401K from a Past Employer?
From cashing out to transferring your balance, here are the different strategies for dealing with 401(k) plans from previous employers
One Year from Retirement? What You Should be Doing to Get Ready
Learn how to make the final year before retirement worry-free by addressing key concerns, from budgeting to benefits.
As You Approach Retirement, How You Save is Extremely Important
In planning for retirement, how you save is just as important as how much you save. Learn how you can save tax-efficiently by diversifying your assets across accounts that are taxed differently.
Are Your Heirs Ready? 3 Lessons to Teach Children About Wealth Now
Steps you can take to help ensure that your wealth helps future generations.
6 Ways to Help You Reach Your Retirement Goals
It’s never too early to start planning for retirement. By setting a strategy— and sticking to it—you can help achieve your goal of financial independence sooner.
Data Breaches are on the Rise: How to Protect Your Personal Information
Learn how to protect yourself from data breaches, and what you can do if your information is compromised.
5 Ways to Save for Retirement…before it’s too late
Are you saving enough for retirement? Read about target savings rates and see our strategies for closing the retirement savings gap so you can achieve financial independence.
Evaluating Where to Retire: Pennsylvania Vs. Surrounding States
The question of where to live in retirement is a very personal decision and the right answer will depend on many factors.
Is Your Vacation Home a Residence or a Rental Property?
Understand how the IRS differentiates between these investments when planning how to use the property personally.
What We Can Learn from the Habits of Wealthy People
Not wanting to be poor when I grew up, I decided the best course of action was to study people who had money. This fascination set me on a lifelong course of studying wealthy and successful people.
Why Optimism Can be Good for Investing
You only need to look at historic returns for equities to see that this has been true. Yet it appears that despite this evidence, whenever the equity market is falling, many investors start selling.
Are You Due to Reevaluate and Switch Your Car Insurance?
Many advisers recommend shopping your automobile policy every two to three years. There are many factors that could have changed since you began insuring through your current carrier.
5 Keys to Financial Success, Revisited
Johnny Depp was the fifth highest-paid actor in 2016 earning $48 million. Unfortunately, almost all of Depp’s entire $8.7 billion fortune is now gone.
Thinking of Helping Out Your Adult Child(ren) Financially? You Might Not be Helping.
A recent study1 conducted for Northwestern Mutual found one in three Baby Boomers (33%), the generation closest to retirement age, have less than $25,000 in retirement savings.
You Can’t Simply “Will” Your Heirs to Carry on the Family Legacy.
Is a life well-lived measured by the size of our bank accounts and how much property we acquired? Or is it measured by our relationships and the condition of them when…
How the Death of a Spouse Affects Taxes and Retirement Income
Many people mistakenly believe their expenses will be half as much as a widow(er) than as a couple. This is true of some expenses, like food and clothing. However, larger expenses related…
Are Your Online Habits Putting Your Accounts and Identity at Risk?
I’m wondering how many people have returned to their old habits now that the Equifax data breach is not in the news every day. Protecting personal information to avoid identity…
