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Peace of mind comes with being prepared.
A Nike-Inspired Checklist to Help You Plan
Whether you’re a millennial, baby boomer, Gen X or Gen Z, you face financial questions besides just getting through to next payday. Here’s a simple two-step Nike-inspired checklist to help you start planning with your money. Just Plan. Critical for long-term success, your financial plan doesn’t need to be complicated, but it does need to…
Can I roll a retirement plan distribution into an IRA?
If you’re asking this question, you probably have a 401(k) or another retirement plan through a former employer. The short answer is yes — most retirement plans allow you to roll your plan funds over into an IRA after you’ve left your employer’s service. However, there is more than one way to do a rollover,…
Why A Potential Democrat Sweep May Not Be A Market Worry
Market Blog Based on the latest polling data, there’s growing consensus that former Vice President Joe Biden potentially may win the election and Democrats possibly may sweep Congress. Some might think this could be a negative for stocks, as a higher corporate tax rate that reduces earnings could be part of the Democratic platform. Early…
Social Security and Medicare Face Financial Challenges
Most Americans will eventually receive Social Security and Medicare benefits. Each year, the Trustees of the Social Security and Medicare Trust Funds release lengthy reports to Congress that assess the health of these important programs. The newest reports, released on April 22, 2020, discuss the current financial condition and ongoing financial challenges that both programs…
Protecting Your Savings And Investments
In the wake of turbulence in the financial markets, it’s worth reviewing the legal protections available for assets held by banks, credit unions, and securities dealers. Bank/savings and loan deposit accounts Generally, deposit accounts at banks and savings and loans insured by the Federal Deposit Insurance Corporation (FDIC) are insured up to $250,000 per depositor…
Teaching Money Mindfulness to Your Children
At some point in a child’s development, all parents wonder: how can I best teach my child the value of money? Parents who grew up in more modest circumstances than their own children can struggle to balance the desire to provide their children with the luxuries they never had with the importance of delayed gratification. What are some tools parents can…