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Death of a Family Member Checklist

Losing a loved one can be a difficult experience. Yet, during this time, you must complete a variety of tasks and make important financial decisions. You may need to make final arrangements, notify various businesses and government agencies, settle the individual’s estate, and provide for your own financial security. These important tasks and decisions can […]

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Top Year-End Investment Tips

Just what you need, right? One more time-consuming task to be taken care of between now and the end of the year. But taking a little time out from the holiday chores to make some strategic saving and investing decisions before December 31 can affect not only your long-term ability to meet your financial goals […]

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Social Security Claiming Options Ending Soon

The 2015 Budget Bill, signed into law on November 2nd, will put an end to two popular Social Security claiming loopholes associated with the restricted application and file-and-suspend claiming options. While Social Security permits claimants age 62 and over to receive the greater of two amounts: up to 50 percent of their spouse’s retirement benefit […]

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Handling Market Volatility

Conventional wisdom says that what goes up must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when your money is at stake. Though there’s no foolproof way to handle the ups and downs of the stock market, the following common-sense tips can help. Don’t […]

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