The Pros and Cons of Early Retirement Plan Rollovers
Should you withdraw and reinvest your retirement plan money while you are still on the job? Did you know you may be able to take your 401(k), 403(b), or 457 plan and roll it
The Expanded Child Tax Credit
The federal government has upgraded its Child Tax Credit. Thanks to the American Rescue Plan Act, there are four notable differences in effect for the 2021 tax year only.1 First, the Internal Revenue Service
A 6.1% Bump in Social Security?
COLA and Social Security. The news keeps getting better for Social Security recipients. It's now projected that benefits will increase 6.1% in 2022, up from the 4.7% forecast just two months ago. That would
Mixed Signals on Inflation
What to know as markets look forward. Are you having a tough time keeping track of inflation's mixed signals? You’re not alone. Consumer prices in July climbed at their fastest rate since August 2008.
Understanding Extended Care
The important question: are you prepared? Addressing the potential threat of extended care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. The Administration for Community
Measuring the Value of a Financial Professional
Findings suggest that these relationships can make a difference for investors. What is a relationship with a financial professional worth to an investor? A 2019 study by Vanguard, one of the world’s largest money
Conducting Your Mid-Year Financial Checkup
The midpoint of the year is a great time to review your financial position. With June officially behind us, it’s time to face the facts: we’re headed toward the second half of 2021. While
Insurance When You Marry After 40
With people marrying later in life these days, coverage has become even more important. When you marry, you buy life insurance. Right? You buy it out of consideration for your spouse, and also realize
Inflation & the Real Rate of Return
Is your money gaining or losing purchasing power? The real rate of return is an important personal finance concept to understand. It’s the rate of return on your investments after inflation. The real rate
Summer Travel is Back!
Summer travel stats show an industry in recovery. One of the most anticipated comebacks of 2021 isn’t an athlete, rock star, or movie franchise. It’s summer travel, and it appears to be back with