Category Archives: Financial Services

Ten Year-End Tax Tips for 2016

Posted on Wednesday, October 5, 2016 by

Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.

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What Are My Health Care Options if I Retire Early?

Posted on Wednesday, October 5, 2016 by

If you’re eligible for an early-retirement package from your employer, determine whether post-retirement medical coverage is included. Given the high cost of medical care, you might find it hard to turn down an early-retirement package that includes such coverage.

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Top Financial Concerns of Baby Boomers, Generation Xers, and Millennials

Posted on Wednesday, October 5, 2016 by

Many differences exist among baby boomers, Generation Xers, and millennials. But one thing that brings all three generations together is a concern about their financial situations.

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Five Things to Know About Inherited IRAs

Posted on Sunday, September 25, 2016 by

When an IRA owner dies, the IRA proceeds are payable to the named beneficiary–or to the owner’s estate if no beneficiary is named. If you’ve been designated as the beneficiary of a traditional or Roth IRA, it’s important that you understand the special rules that apply to “inherited IRAs.”

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The Importance of Saving for Retirement at a Young Age

Posted on Friday, September 23, 2016 by

As busy as you are, it’s no surprise that retirement may seem a long way off, especially if you’re just entering the workforce. What you may not realize, however, is that there are four very important advantages to begin planning and saving for retirement now.

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How to Get a Bigger Social Security Retirement Benefit

Posted on Friday, September 23, 2016 by

Many people decide to begin receiving early Social Security retirement benefits. But waiting longer could significantly increase your monthly retirement income, so weigh your options carefully before making a decision.

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Investors Are Human, Too

Posted on Thursday, September 8, 2016 by

Researchers in the field of behavioral finance have studied how cognitive biases in human thinking can affect investor behavior. Understanding the influence of human nature might help you overcome these common psychological traps.

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Be Prepared to Retire in a Volatile Market

Posted on Tuesday, August 23, 2016 by

In an ideal world, your retirement would be timed perfectly. You would be ready to leave the workforce, your debt would be paid off, and your nest egg would be large enough to provide a comfortable retirement–with some left over to leave a legacy for your heirs.

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Should I Pay Off My Student Loans Early or Contribute to My Workplace 401(k)?

Posted on Tuesday, August 23, 2016 by

For young adults with college debt, deciding whether to pay off student loans early or contribute to a 401(k) can be tough. It’s a financial tug-of-war between digging out from debt today and saving for the future, both of which are very important goals.

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Which Medicare Plan is Right for You?

Posted on Tuesday, July 19, 2016 by

Many Americans buy additional private insurance to cover gaps in coverage. There are two main categories of private insurance on the market: Medicare Advantage and Medicare Supplement plans. While these programs offer similar health benefits, they also have some significant differences to consider.

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