24 Nov Baby Boomers Buying More Online
The coronavirus pandemic has forced consumers to change many habits, including how they shop. This is particularly true for baby boomers (ages 56 to 74). Nearly half (45%) said they...
financial planner Tag
06 Nov Five Investment Tasks to Tackle by Year-End
Market turbulence in 2020 may have wreaked havoc on your investment goals for the year. It probably also highlighted the importance of periodically reviewing your investment portfolio to determine whether...
03 Nov Is It Time to Think About Tax-Free Income?
Federal and state governments have spent extraordinary sums in response to the economic toll inflicted by the COVID-19 pandemic. At some point, it is likely that governments will look for...
30 Oct Sandwich Generation Caregivers Face Many Challenges
Individuals in the "sandwich generation" have the dual responsibility of providing care for an adult — often a parent — while also raising children. Caring for others can be very...
27 Oct Working in Retirement
In 2020, 74% of workers said they expected to work for pay after retiring from their regular jobs, but only 27% of retirees said they had actually done so. This...
23 Oct Incapacity and Advance Medical Directives
At some point in your life, you may lose the ability to make or communicate responsible health-care decisions for yourself. Without directions to the contrary, medical professionals are generally compelled...
20 Oct Three Questions to Consider During Open Enrollment
Open enrollment is your annual opportunity to review your employer-provided benefit options and make elections for the upcoming plan year. You can get the most out of what your employer...
15 Oct Accumulating Funds for Short-Term Goals
Stock market volatility in 2020 has clearly reinforced at least one important investing principle: Short-term goals typically require a conservative investment approach. If your portfolio loses 20% of its value...
29 Sep Portfolio Performance: Choose Your Benchmarks Wisely
Dramatic market turbulence has been common in 2020, and you can't help but hear about the frequent ups and downs of the Dow Jones Industrial Average or the S&P 500...
25 Sep Three Things to Consider Before Your Next Trip
The health and economic crisis created by the coronavirus (COVID-19) pandemic will have a long-lasting impact on how we all will travel going forward. And though it may be difficult...