Money & Investing
NEWS
NY Times Why Is Everyone Buying Gold?
Baird March 2020 How COVID 19 Impacts Financial Planning
Baird March 2020 Financial Planning in a Volatile Market
Charles SCHWAB April 02, 2020 Can You Forgo Taking RMDs in 2020?
Forbes January 21, 2020 Here’s How Much The Average American Needs To Replace Their Income In Retirement
Kiplinger September 4, 2019 Deduct Expenses for Long-Term Care on Your Tax Return
ThinkAdvisor September 11, 2019 2 Tax-Smart Charitable Giving Strategies for the New Tax Era
Financial Advisor September 5, 2019 Sorting Out Financial Wreckage When A Breadwinner Suddenly Dies
Adler Pollock & Sheehan August 2, 2019 Insight on Estate Planning – August/September 2019: Protect your will from legal challenges
Kiplinger September 10, 2019 To Gift or Not to Gift
US News & World Report September 16, 2019 The High Cost of Long-Term Care Insurance (and What to Use Instead)
Kiplinger September 29, 2019 Pushing the FDIC $250,000 Limit
AP News March 27, 2019 Finding your lost retirement money
CNBC June 18, 2019 New federal tax rules create advantage for real estate investment trusts
CNBC April 10, 2019 Pulling heartstrings and purse strings: Grandparents spend $179 billion annually on their grandkids
February 24, 2019 Financial advisors take extra steps to protect elder clients from fraud or abuse
CNBC March 6, 2019 These surprising spending truths could upend your retirement
TheStreet January 6, 2019 How Long Should You Keep Your Tax Records?
TheStreet February 19, 2019 Money Really Can Buy You Happiness — If You Know How to Spend it
Time November 30, 2018 Investing Legend Jack Bogle Says There’s a Big Problem With Index Funds
The Motley Fool January 14, 2019 Want a Way Better Life in Retirement? Stay at Your Job an Extra Six Months
IRS.Gov November 1, 2018 401(k) contribution limit increases to $19,000 for 2019; IRA limit increases to $6,000
MarketWatch November 14, 2018 The Democrats took the House, and here’s what that means for your retirement
CNBC October 5, 2018: Why retirees’ tax rates may be higher than they expect
Smart Asset July 16, 2018: The Top Ten Robo-Advisors
RESOURCES
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The Foley Hillsley Guide to 401(k) Investing
Click to openStill working and looking for guidance about investing your 401(k)? This guide from the authors of Winning at Retirement will give you some pointers.
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Personal Resource Guide
Click to openA downloadable PDF you can use to record important information. This can be used to help create a family organizer: a binder that summarizes personal and financial information, which can be critical in guiding your loved ones if something happens to you.
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Investor.gov
Visit the siteOffered by the U.S. Securities and Exchange Commission. This site offers a variety of tools including an IRA required distribution calculator, a mutual fund analyzer, a program to help calculate retirement income needs, and more.
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Mint.com
Visit the siteFinancial aggregation software that pulls together your information from accounts at different providers, and can help you track spending for budgeting. They offer a variety of other services related to financial management.
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Quicken
Visit the siteA financial aggregation service like Mint, they are similar with some differences in capability and focus. A notable aspect of Quicken is that it has tax preparation functions.
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IRS Withholding Calculator
Visit the SiteEspecially in light of the 2018 tax law changes, many workers found themselves over or under-withholding income taxes. The IRS provides a detailed calculator that can help individuals and couples determine the appropriate amount of withholding. This can be especially helpful for couples who file jointly but have very different income levels.
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Exit: Should You Sell Your Business? How? And Then What?
Click to openPlanning to sell your business to finance a comfortable retirement? Pat Foley, co-author of Winning at Retirement, penned this white paper on the subject of business exits.