Whether the Stock Market Soars or Sinks, Stay Cool

    Whether the Stock Market Soars or Sinks, Stay Cool

    Market timing doesn’t work. Have a long-term plan and determine if you’re over- or
    underinvested in U.S. stocks, foreign stocks and bonds. The stock market this past year has given investors both ecstasy and agony. It ...
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    Top 10 Rules for Your Financial Success

    Top 10 Rules for Your Financial Success

    It’s considered a “timeless classic.” You know the story, the kind your parents read to you at bedtime when you were a little girl. The plot is some version of this: Through no fault of her ...
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    Four Ways to Make “Retirement” Meaningful

    Four Ways to Make “Retirement” Meaningful

    Purpose. Engagement. Consonance. These are all lofty words that—for far too long, and by far too many sources—have been assigned only platitudes and unrealistic goals. It can feel like these ideals are for other people, at ...
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    How I Became an Ecommerce Entrepreneur After 50

    How I Became an Ecommerce Entrepreneur After 50

    Starting a new career in midlife can be one of the most exciting and gratifying events of your life. I speak from experience as I became an ecommerce entrepreneur at age 54. Here’s why this career ...
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    Bank on Yourself Revolution boo

    What You Can Do Now to Avoid a Paltry Retirement

    According to the study, “a combination of economic and demographic forces has left older Americans with bigger bills and less money to pay them.” Americans approaching retirement today face stagnant incomes, high debt, and paltry 401(k) ...
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    Beware the Tax Trap When You Move to a New State!

    Beware the Tax Trap When You Move to a New State!

    Many people used to be able to deduct all state and local taxes (SALT) on their federal return. That took some of the sting out of living in a high-tax state. But the new tax law ...
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    Should You Buy An Annuity for Your Grandchild?

    Should You Buy An Annuity for Your Grandchild?

    Do you want to do something financially to protect your grandchild?  A trust is one way to leave a legacy, but you’ll need to hire a lawyer to draw it up. And there may be ongoing ...
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    Happier, Healthier and Younger in Retirement

    Happier, Healthier and Younger in Retirement

    From the Former Fortune 100 Company President Fred Sievert We all understand and appreciate the need for sound financial planning during the years preceding retirement. Who among us hasn’t gone online to calculate our retirement “nest-egg” ...
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    5 Tips For Preparing Your 2018 Tax Return

    5 Tips For Preparing Your 2018 Tax Return

    Many people will find preparing their tax returns more challenging this year because of the new law. It’s the first year for returns under the Tax Cuts and Jobs Act, and even tax pros and the ...
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    You Need to Update Your Will! - When Heirs Change It's Crucial

    You Need to Update Your Will! – When Heirs Change It’s Crucial

    Once you’ve bought an annuity or a life insurance policy and named your beneficiaries, you may never think about your beneficiaries again. But that could be a big mistake. If you get divorced and remarry but ...
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    A Psychiatrist’s Take: Why We Can’t Get Rich - 4 Steps to Overcome Fear of Loss & Start Making Money

    A Psychiatrist’s Take: Why We Can’t Get Rich – 4 Steps to Overcome Fear of Loss & Start Making Money

    We hate to lose. Ever search for hours for something you lost, and spend a fortune in time when you could have replaced it cheaply and easily? Or replace it only to find it later, and hate yourself ...
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    Are You Underrating These Retirement Costs?

    Are You Underrating These Retirement Costs?

    People underestimate what their costs of living in retirement will be in three critical ways: 1. Assuming you’ll spend less in retirement than while working: “The majority of people have never really sat down and calculated ...
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