Retirement: a state of mind Don’t underestimate the psychological issues involved in deciding when to retire. Many people welcome the opportunity to reinvent themselves. Others postpone retirement or return to some form of work so they can continue to feel connected and productive. You’ll also need to shift your mental focus from accumulating savings to […]
Deciding When to Retire: When Timing Becomes Critical Read More »
Introduction An old rule of thumb said that you could afford to buy a house that cost between one and a half and two and a half times your annual salary. In reality, there’s a lot more to take into consideration. You’ll want to know not only how much of a mortgage you qualify for,
How Much Can You Afford? Read More »
See the original article on Wallet Hub. Atlanta is where the players play, and this year they’ll be doing it for the title of Super Bowl LIII (53) champion. The 2019 version of the NFL’s big game will feature plenty of familiar faces and traditions. Tom Brady, Bill Belichick and the New England Patriots are
Super Bowl Fun Facts – The Big Game By The Numbers Read More »
Long-term care is not just provided in nursing homes–in fact, the most common type of long-term care is home-based care. Understandably, many people put off planning for long-term care. But although it’s hard to face the fact that health problems may someday result in a loss of independence, if you begin planning now, you’ll have
Five Questions about Long-Term Care Read More »
Owning a home outright is a dream that many Americans share. Having a mortgage can be a huge burden, and paying it off may be the first item on your financial to-do list. But competing with the desire to own your home free and clear is your need to invest for retirement, your child’s college
Should You Pay Off Your Mortgage or Invest? Read More »
In times of crisis, you don’t want to be shaking pennies out of a piggy bank. Having a financial safety net in place can ensure that you’re protected when a financial emergency arises. One way to accomplish this is by setting up a cash reserve, a pool of readily available funds that can help you
Getting Started: Establishing a Financial Safety Net Read More »
From RealSimple Do these 11 things this month and start 2019 off on the right financial foot. 1. Rebalance your portfolio. Making sure that your asset allocation is in line with your investment goals is an essential part of managing a portfolio. The beginning of the year is an opportune time to do it, and the process
New Year Money Checklist Read More »
BY DONNA L. MONTALDO – This article originially appeared on The Balance Everyday Most of us have purchased a product, opened it up and used the product, then discovered that it failed to meet up to our expectations. Maybe it did not break, but it just was not up to par. Maybe it fit great before you washed
Stores That Accept Returned Opened Items Read More »
This article was originally posted on SignUpGenius.com by Julie David Whether you are a seasoned planning pro or want to adopt some new organizing tricks this holiday season, this checklist will help you shape your holiday season for the better (and not the bitter!). This list is less about adding more to your list, and
Holiday Planning Checklist Read More »
The window of opportunity for many tax-saving moves closes on December 31, so it’s important to evaluate your tax situation now, while there’s still time to affect your bottom line for the 2018 tax year. Timing is everything Consider any opportunities you have to defer income to 2019. For example, you may be able to
2018 Year-End Tax Planning Basics Read More »
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