Preparing For Retirement: Social Security BenefitsSocial Security is a key part of retirement income for most Americans.
Preparing For Retirement: Thoughts About The MarketThe Fidelity survey revealed that the majority of folks are unaware that the market has enjoyed a positive annual return 30 out of the past 35 year years.
Preparing For Retirement: What Do You Know?Fidelity released the results of its first ever Retirement IQ Survey last week and found that many Americans find the subject of retirement planning to be a daunting prospect.
Financial Spring Cleaning: Estate PlanningEstate planning is next on our spring cleaning list.
Financial Spring Cleaning: Insurance PoliciesOften times we do the paper shuffle so frequently that we lose some of our important papers.
Financial Spring Cleaning: What Can We Throw Away?Many of us have the mindset that we need to save everything just in case we might need it someday.
Financial Spring Cleaning: The Paper ShuffleWe all do it…you move that pile of paper from one place to the next and maybe back again when you need the dining room table.
Financial Spring Cleaning: Organizing Your StuffToday is the first day of spring! What financial clutter do you have hanging around?
Your Refund: Experiences Are Better Than PossessionsOur basic needs are shelter, clothing and food. I like to throw in retirement planning as well. If you have those covered consider spending your refund creating a memory.
Your Refund: Invest That Refund In Your House!Winter is almost over so look around the house. What repairs did you put off because of the winter weather or what happened because of the winter weather?
Your Refund: Invest In Your RetirementMost young workers today put off retirement planning because the goal seems so far away.
Your Refund: Credit Card DebtA survey done by Capitol One found that 65% of taxpayers believe that the best way to approach spending the refund is to be “practical.”

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