If you are one of the millions of Americans with a retirement-savings account, three of the most important letters in…
Posted by Judith Sanborn, CFP®, AIF® When things in your life seem almost too much to handle, when 24 hours…
In 2015, the Internal Revenue Service audited only 0.84% of all individual tax returns. So the odds are generally pretty…
Posted by Denise Kovach, CFP®, AIF® A reverse mortgage is actually called a Home Equity Conversion Mortgage (HECM) which is…
If you're eligible to receive a taxable distribution from an employer-sponsored retirement plan [like a 401(k)], you can avoid current…
If you take a distribution from your IRA intending to make a 60-day rollover, but for some reason the funds…
For many families, a college education is a significant financial burden that is increasingly hard to meet with savings, current…
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