The Many Forms of Fixed Income
Looking for yield? Treasuries aren’t your only choice. You want to draw some income while preserving some of your capital. So, you decide to take a look at fixed-income investments. A little research shows
Interest Rates and Your Mortgage
With the Federal Reserve keeping interest rates at or near zero, you may wonder about your mortgage. Is it a good time to refinance or even pay off the debt entirely? After all, your
Managing Money as a Couple
When you marry or simply share a household with someone, your financial life changes—and your approach to managing your money may change as well. The good news is that it is usually not so
End-of-the-Year Money Moves
Here are some things you might consider before saying goodbye to 2020. What has changed for you in 2020? For many, this year has been as complicated as learning a new dance. Did you
How Medigap Choices Have Changed
What you need to know about Plan F and Plan G. As many may recall, seniors who previously enrolled in Medicare are facing some changes. Medigap Plan F might not be sold after 2020
The Social Security Administration Announces 2021 COLA
What you should know about the most recent cost-of-living adjustment. On October 13, 2020, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 1.3 percent cost-of-living adjustment (COLA) for
Home Improvements Trending Higher
More time at home, more home improvements Due to COVID-19, Americans are spending more time at home than ever before, leading to a record amount of spending on home improvement.1 It’s not that big of
Annual Financial To-Do List
Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about the
The Cost of Medical Care
The expense of insuring yourself may be minor compared to the price of surgeries and procedures. When uninsured people end up in the hospital, “sticker shock” can follow. Just a quick look at the current
The I.R.S. Has Enhanced the 2020 RMD Waivers
Investors may be eligible to “undo” certain retirement account withdrawals before September. In March, the Coronavirus Aid, Relief, and Economic Security (CARES) Act became law. It was designed to help Americans impacted by the COVID-19