IT'S ALL ABOUT MONEY MANAGEMENT
-
June 2014 -
As you approach retirement, you may find your spending and career exit not matching your expectations. You may even be pleasantly surprised by some of these developments.
-
May 2014 -
Breaking down the enrollment periods and eligibility: How to enroll in Medicare (is your enrollment automatic or not?), and when you can add or drop forms of Medicare coverage.
-
April 2014 -
Isn’t 65 the traditional retirement age? Perhaps, but baby boomers and the Social Security Administration are revising the definition. Your assets matter more than your age.
-
March 2014 -
How prepared are you to prepare your 1040? The earlier you compile and organize the relevant paperwork, the easier things may be for you (or your tax preparer). Here are some tips.
-
February 2014 -
If you’re 40 or 50 and haven’t begun, you must make the effort. If you need to play catch-up, here are some retirement savings principles to keep in mind.
-
January 2014 -
Rules changes for IRAs, 401(k)s and other savings vehicles. Here is a roundup of the changes for 2014.
-
December 2013 -
What financial, business, or life priorities do you need to address for 2014? Now is the time to think about investing, saving, or budgeting methods, and year-end financial moves.
-
November 2013 -
What changes should we consider making for next year? Fall is the time of year to start to look for ways to reduce taxes and make year-end moves in pursuit of key financial objectives.
-
October 2013 -
Has your vision of retirement changed? Is it becoming more of a priority? Are you looking to improve your finances? Here are two misconceptions to avoid so you can proceed with clarity.
-
September 2013 -
Can the government follow through on its ambitions? How about the state health insurance exchanges? The planned expansion of Medicaid? How do small businesses feel?
