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Tips and techniques to deal with impatience and anxiety. How can you rein in stress on the job? Some simple steps can help you ease tension and leave you in a better frame of mind. Try the 4-7-8 breathing method. Take a deep breath through your nose as you count to four. Then hold your […]

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Your future. Your dreams. Your quality of life. Good financial planning is holistic. It concerns more than money, more than accumulated assets. It’s about envisioning the life you want, and pursuing your dreams. It addresses life events and personal priorities as well as financial matters. What should your retirement look like? What do you want […]

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An overview of its current financial dilemma and potential solutions. Will Social Security be different when you retire? Its reserves are projected to be depleted by 2034, and if that happens, the program could pay retirees only about 80% of projected retirement benefits.ยน Since 2010, Social Security has paid out more than it has taken […]

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You can’t always envision what will happen in your “second act.” Just as few weathercasters can accurately forecast a month’s worth of temperatures and storms, many retirees find their futures unfolding differently than they assumed. Your assumptions may be tested as well. You may retire sooner than you anticipate. A majority of pre-retirees polled in […]

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Tips to improve it, and how long that will take. Roughly half of millennials have bad credit. Consumer credit reporting agency TransUnion says that 43% of borrowers in the 18-36 age bracket have credit scores under 600. For a generation crushed by student debt, that isn’t surprising.1 A credit rating is a snapshot of your […]

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Inattention and procrastination can hurt family wealth. Some estate planning is better than none, but sometimes people address wealth transfer issues inadequately or ineptly when they tackle the task. Here are some classic miscues. Waiting too long. A wealthy individual may postpone estate planning until too late in life, which may present obstacles due to […]

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Strategize now to position yourself for savings. Spring is the ideal time for tax planning. Consider these ideas for lowering your 2017 federal tax bill. How much can you direct into retirement accounts? Contributions to various employersponsored retirement plans are deductible dollar-for-dollar. The same applies to traditional IRA contributions; though, this tax break is reduced […]

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The Risks of DIY Investing& Financial Planning In trying to do it yourself, there’s the chance you could do it all wrong. Many successful people refrain from trying to plan their financial futures. They delegate such matters to professionals, as they lack the time, inclination, or knowledge to do it all by themselves. This makes […]

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One rule that can help you budget your income. Try the 50/20/30 technique for managing your household money. Applied over time, it may improve your financial picture. Here’s how you can do it: Assign 50% of your income to essential expenses. Think food, rent, transportation costs, and utilities. Try to avoid using up more than […]

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What should you look for, and what may matter most? How can you get the most out of a college visit? A well-rehearsed student guiding you around campus won’t tell you everything. You and your child should strive to take additional steps. Head to the financial aid office. If your student has a financial aid […]

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