Posts filed under: Featured Article

After Stretch IRAs, What Retirement Breaks Could Congress Chop Next?

The Wall Street Journal By Laura Saunders – Jan. 17, 2020 Late last year, Congress stung many savers when it curtailed the tax benefits of so-called Stretch IRAs. The change... Read More

Every Day in Business Should Be Treated Like Super Bowl Sunday

From Entrepreneur Magazine by Stacey Hanke on Jan. 22, 2020 In a few weeks, folks across the nation will huddle around televisions, cheering and rooting as the San Francisco 49ers... Read More

How Roth IRA Conversions Can Limit the Tax Hit from RMDs

By Neal Templin, Jan. 6, 2020 I’ve spent the past 30 years shoveling money into my 401(k). Now, semi-retired at age 63, it’s time to start shoveling it out. But... Read More

3 Biggest Mistakes Retirees Make & How to Avoid Them

By Debbie Carlson, Jan. 6, 2020 Retirees are making three mistakes that could jeopardize their financial future, experts say, with the missteps coming amid a growing awareness that many workers... Read More

What Financial Lessons Will You Put to Use in the 2020s?

Resolved to get your finances in shape for a New Year—and a new decade? WSJ readers responded to our series of forward-looking personal-finance stories by sharing their own experiences and... Read More

The Decade in Retirement

Retirement in America has become a tale of two very different realities in the decade now drawing to a close. In 2010, the economy was just beginning to recover from... Read More

Retirement 2020: What to Watch For in the New Year

In the blink of an eye, the playbook changed for many retirement savers in 2020. The Setting Every Community Up for Retirement Enhancement, or Secure, Act—signed by President Trump on... Read More

A Beginner’s Guide to Weathering the Next Recession

If you weren’t adulting back in 2007-2009, you’ve yet to navigate an economic slump. It’s been that long since the last recession hit. Shoring up your financial plan and career is important... Read More

How to Avoid Becoming a Victim of a Holiday Scam

CNBC News by Michelle Fox https://www.cnbc.com/2019/12/13/holiday-scams-how-to-avoid-becoming-a-victim.html While you’re gearing up for the holidays, fraudsters may be trying to take advantage of you. Empty gift cards, bogus charitable solicitations, cyberattacks and... Read More

Divorce and Social Security Spousal Benefits

 Q: My marriage ended with a court decree 10 years ago. I’m told that as a divorced woman, I might qualify for Social Security benefits on the work record of my ex-spouse. Is that... Read More