FINANCIAL LEARNING
Go Digital or Die: Advice for Baby Boomer Business Owners
Sounds harsh, doesn’t it? Unfortunately, it’s true.We are seeing more and more baby boomer business owners who are like deer in the...
Walk this way: Just 7,500 steps a day lowers mortality in older women, study says
In the world of step goals and activity trackers, the number 10,000 can sound like a magic one.A large body of evidence shows that...
Do I Know You?’ And Other Spam Phone Calls We Can’t Get Rid Of
The spam calls keep coming, offering you loans or threatening you with jail time for IRS violations. By some estimates, they make up at...
Beyond the initial bonus, make sure your travel credit card is earning its keep
You saw an irresistible credit card offer — tens of thousands of bonus points or miles easily worth a plane ticket or short hotel stay....
Beware! Scams, Fraud, Prey on Seniors Part 1
Just this week a long-time client came in to review accounts and at the end of our meeting told me she had recently been the victim of a...
Retirees: One Way to Beat the Loss of Deductions Under the New Tax Law
If you have always given to a 501(C)(3) charity (a church, school, hospital, etc.), you are acutely aware that your charitable...
That scholarship may be subject to income tax
If your child is deciding between two schools based on a financial aid package, be sure to weigh the taxes that may accompany the...
Audit Red Flags
Are you worried about being audited?The fear may be overblown, as only 0.6% of taxpayers had their federal returns examined in 2017 (the...
Are You Retiring Within the Next 5 Years?
You can prepare for your retirement transition years before it occurs. In doing so, you can do your best to avoid the kind of financial...
Don’t dismiss life insurance as too pricey. Here’s how to pick a plan
Ask someone why they’re investing for retirement, and they’ll usually give two answers: to cover post-retirement living expenses and to...
A Guide to Health Insurance for Retirees
We designed our guide to health insurance for retirees to help you explore your options quickly and efficiently. After all your hard...
5 Retirement Planning Steps For Women
Women historically have let men plan for retirement. The old rules have changed, but women still are searching for how should navigate...
3 Big Financial Risks Retirees Face Late in Life
Will one or more of these derail your retirement? Retirement should be a time to enjoy life, but sadly it has become a time when many...
Good News for Retirement Investors
WHEN YOU THINK OF investing, you might believe you have no control over the outcome.Perhaps you think of a casino, where the "house"...
Paths Forward Blog: Detachment
Losing an emotional connection with your spouse can be more painful than losing them to death.“Emotional checkout” happens often and...
Paths Forward Blog: Disability
When your spouse is disabled, they can often become discouraged, and even depressed. Dealing with these issues can leave you feeling...
Paths Forward Blog: Death
It can feel overwhelming when your spouse passes away.Dealing with the emotional aspect of losing a spouse is tough enough, but...
Paths Forward Blog: Dementia
When your spouse suffers from dementia, it is especially hard since, as the caregiver, you feel as if you’ve lost your spouse, yet your...
Paths Forward Blog: Divorce
Losing your spouse to divorce is emotionally traumatic.No matter the reason for the divorce, or the stage of life in which it occurs,...
Understanding Homeowners Insurance
What all new and prospective homeowners need to know.If you arrange a mortgage, your lender will want you to have homeowners insurance....
Traditional vs. Roth IRAs
Perhaps both traditional and Roth IRAs can play a part in your retirement plans.IRAs can be an important tool in your retirement savings...
Putting a Price Tag on Your Health
Being healthy not only makes you feel good, it may also help you financially. We constantly hear how important it is to maintain a healthy...
An Executor Checklist
The steps you may need to take to fulfill a major responsibility.If you are an executor to an estate, you must carry out your duties...
Fed hikes rate, lowers 2019 projection to increases
The Fed take the target range for its benchmark funds rate to 2.25 percent to 2.5 percent.Central bank officials now forecast two hikes...
3 Ways to Calculate How Much to Save for Retirement
So, you need to save for retirement. The question is: How much do you need to save? Unfortunately, that's hard to answer. In fact,...
ABLE Accounts Give Disabled More Financial Freedom
More states are offering tax-friendly accounts that give people with disabilities the tools to build a financial future.The ABLE Act of...
Exercise Wins: Fit Seniors Can Have Hearts That Look 30 Years Younger
We know we need to exercise for our health, but a lifelong exercise habit may also help us feel younger and stay stronger well into our...
How to Use Mentoring in Succession Planning
When it comes to grooming future leaders, organizations already have a tremendous resource in the form of their existing leaders. By encouraging...
Retiree Survey: Nearly All Say They Are Happy Though Many Are Financially Insecure
Over half of retirees are financially insecure but nearly all are happy, according to a new survey by the Transamerica Center For...
15 Cooking Tips That’ll Change Every Home Cook’s Life
Whether you're a hesitant beginner or a consummate professional, everyone who sets foot in a kitchen needs a refresher on the basics...