Insights Retirement Planning Why Do Renters Have to Save More? How much more would retirement cost if you owned your home rather than rented? It could actually be several times less. Learn More Perception vs. Reality There’s an alarming difference between perception and reality for current and future retirees. Learn More Women and Financial Strategies Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance. Learn More Investments TIPS for Inflation If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering. Learn More Required Reading: The Economic Report of the President The Economic Report of the President can help identify the forces driving — or dragging — the economy. Learn More The Great Debate Continues: Active vs. Passive In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?” Learn More Estate Estate Strategies of the Rich and Famous The examples of famous celebrities underline the need for a clear estate strategy. Learn More And the Executor Is The right executor may help ensure the distribution of your assets is done with as little upheaval as possible. Learn More What is the Value of Your Business? Ascertaining the value of your business is important for a variety of reasons. Learn More Insurance Can Group, Private Disability Policies Work Together? Loss of income from disability has the potential to cause financial hardship. Disability insurance can help. Learn More An Overview of Renter’s Insurance Don’t overlook the need for renter’s insurance if you rent your home. Learn More The Wild West of Data Theft Learn about cyber liability insurance in this entertaining video. Learn More Tax Filing Final Tax Returns for the Deceased The federal government requires deceased individuals to file a final income tax return. Learn More Tax Rules When Selling Your Home The tax rules governing profits you realize from the sale of your home have changed in recent years. Learn More Red Flags for Tax Auditors Here are six flags that may make your tax return prime for an IRS audit. Learn More Money Pay Yourself First It sounds simple, but paying yourself first can really pay off. Learn More Credit Card Payoff Find out how long it may take to pay off a credit card balance and what it costs in interest. Learn More The Economic Journey of Your Morning Coffee Few contemplate the complex journey that brought their coffee from farm to kitchen table. Learn More Lifestyle Stop Wasting Money One way to find money is to examine your current spending habits and eliminate money wasters. Learn More How Boomers and Millennials Differ The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset. Learn More Pickleball in Retirement Learn about the latest sport to sweep the nation with this informative article. Learn More
