BREAKING NEWS
  • GOOG836.82-0.35 -0.04%
  • EGFDF+0.000 +0.000%
  • AAPL141.20-0.63 -0.44%
  • WFC52.45-0.27 -0.51%
  • IBM170.05-1.05 -0.61%
  • MCD132.30+0.95 +0.72%
  • X28.73-0.15 -0.52%
  • AA31.76+0.45 +1.44%
  • DXJ48.05-0.39 -0.81%
  • FXI37.80-0.66 -1.72%
  • FCX12.47-0.28 -2.20%
  • MON115.94-0.25 -0.22%
  • DE108.47-0.33 -0.30%
  • KO43.48+0.41 +0.95%
  • JNJ121.82-3.90 -3.10%
  • NVS72.93-0.40 -0.55%
  • HAL48.53-0.31 -0.63%
  • SLB77.93-0.31 -0.40%
  • GE29.84+0.20 +0.67%
  • MRK62.27-0.53 -0.84%
  • PCLN1763.31-7.30 -0.41%
  • FB140.96-0.46 -0.33%
  • POT16.53-0.14 -0.84%
  • WP Stock Ticker

Is Retiring at 70 a Good Rule of Thumb?

By  Danielle Seurkamp, CFP®, MPAS®, FBS® About a week ago, I read a headline, “70 is the New Retirement Age.” It came from an article in Money magazine written by Suze Orman. Orman, as many of you know, is a former financial advisor turned author and TV host. The success of her...
Posted On 16 Dec 2017

2017 Year in Review: A Look at Americans Financial Habits

2017 was a momentous year for Americans and their finances, specifically in regards to household debt. According to the Federal Reserve Bank of New York, household debt reached a new high of $12.96 trillion in the third quarter of 2017. That was $280 billion higher than the...
Posted On 16 Dec 2017

Saving for Retirement Is Good, But Not Enough

By  Stephen Hartel, AIF We’ve all seen dozens of websites with messages like these, “How big should your retirement  nest egg  be? What’s your magic number? Read more to find out.” The appeal is understandable – they make calculating the amount you need to...
Posted On 15 Dec 2017

The Wealthys Best-Kept Secret to Financial Success

Most people waste a lot of time and energy seeking the one investment to solve all their financial worries They want to unlock some secret that only rich people know about thinking if they just knew that one magical place to put their money it would make them wealthy too Most...
Posted On 15 Dec 2017

3 Tax-Planning Mistakes Retirees Too Often Make

Tax planning for retirees may sound simple on the surface Since they typically have lower incomes and fewer deductions compared with many taxpayers they don t face such a comprehensive range of tax issues right Well not exactly Tax planning for retirees may sound simple on the...
Posted On 15 Dec 2017

4 Telltale Signs Youre Ready to Quit the Rat Race

Rat race as defined by the Oxford Dictionary A way of life in which people are caught up in a fiercely competitive struggle for wealth or power an exhausting usually competitive routine Rat race as defined by the Oxford Dictionary A way of life in which people are caught up in a Source
Posted On 15 Dec 2017

37 States That Wont Tax Your Social Security Benefits

Many retirees count on their monthly Social Security checks to make ends meet Depending on total income some people may need to pay federal income taxes on those retirement benefits Retirees in 13 states may also need to pay state income taxes on Social Security Avoiding these...
Posted On 15 Dec 2017

Iconic Estate Flops: What Michael Jackson, Whitney Houston and Prince Did Wrong

Michael Jackson Whitney Houston and Prince were icons whose sudden deaths shocked the world and left their families brokenhearted and burdened with fees and estate taxes Despite having professionals manage almost every aspect of their lives none of these artists succeeded in...
Posted On 15 Dec 2017

Battle the Big 4 Retirement Risks With a Solid Income Plan

If you thought saving for retirement was tough wait until you see what s next for your nest egg If you thought saving for retirement was tough wait until you see what s next for your nest egg SEE ALSO The 4 Rule How a Good Principle Leads People Astray SEE ALSO The 4 Rule How a Source
Posted On 15 Dec 2017

The Consequences of Not Preparing for Retirement

By  Rick Kahler, CFP®, ChFC At the gym where I work out it’s not uncommon to hear older guys complaining in the locker room about our aches and pains. When the complaining subsides, inevitably someone will remark, “Well, at least getting old is better than the...
Posted On 15 Dec 2017