FINANCIAL LEARNING
Your Guide to Working While on Social Security
Millions of people who receive Social Security benefits are retired workers who depend on the program for a substantial portion of their...
The Details More People Should Know About Medicare
Before you enroll, take note of what the insurance does not cover and the changes ahead,Misconceptions about Medicare coverage abound....
The A, B, C, and D of Medicare
Breaking down the basics & what each part covers.Whether your 65th birthday is on the horizon or decades away, you should understand...
Set Goals as You Save and Invest
Turn your intent into a commitmentGoals give you focus. To find and establish your investing and saving goals, first ask yourself what...
What Should You Keep?
Even with less itemizing, there are still tax documents you want to retain for years to come.Fewer taxpayers are itemizing in the wake...
Why You Want a Retirement Plan in Writing
Setting a strategy down may help you define just what you need to do.Many people save and invest vaguely for the future. They know they...
Good Reasons to Retire Later
Working longer might work out well for you.Are you in your fifties and unsure if you have enough retirement savings? Then you have two...
The Retirement Mindgame
Your outlook may influence your financial outcome.What kind of retirement do you think you’ll have? Qualitatively speaking, what if the...
For Retirement, Income Matters as Much as Savings
A recent poll of pre-retirees suggests that truth risks being ignored.Steady income or a lump sum? Last year, financial services firm...
Bad Money Habits to Break In 2019
Behaviors worth changing for the New Year.Do bad money habits constrain your financial progress? Many people fall into the same...
The Details More People Should Know About Medicare
Now 64? Prepare to Sign Up for MedicareThis is the time to arrange lifelong health coverage.Age 64 is the age when you are reminded that...
Shopping for Health Coverage in the Years Before Medicare
(This article is excerpted from Retirement Game-Changers: Strategies for a Healthy, Financially Secure and Fulfilling Long Life by Steve...
Money Moves to Consider for Young Adults Living With Parents
While it’s been played for laughs on both television (“Modern Family”) and the big screen (“Failure to Launch”), the trend of young...
Targeting Specific Purchases As You Pay Off Credit Card Debt
This repayment hack could help you knock out credit-card debt fasterForget that minimum monthly payment. A forthcoming study finds...
An Estate Plan Should Not Cause Family Conflict
This article is reprinted by permission from NerdWallet.Creating an estate plan is a gift to the people you leave behind. By expressing...
Why You Should Review Insurance Choices Each Open Enrollment Season
Every fall, open enrollment season means complicated forms to read and big decisions to make about insurance and other benefits offered...
I.R.S. Announces 2019 Retirement Plan Contribution Limits
Get ready to save more for retirement in 2019! The Treasury Department has announced inflation-adjusted figures for retirement account...
Latest Jobs Report Shows Net Gain of 250,000 Hires
Washington (CNN Business)The US economy added 250,000 jobs in October, significantly exceeding expectations, the government announced...
What Does It Take to Thrive as an Entrepreneur?
Fifteen years ago, CEOs and founders were not considered “cool” enough; they were thought of as boring and bland. Fast forward to 2018...
Why Hybrid Life Insurance Policies Are Increasingly Popular
While traditional stand-alone long-term care insurance (LTC) products have seen a drop in popularity in the past several years as a...
Retiring With Outstanding Student Loans
According to the Consumer Financial Protection Bureau (CPFB), the number of student loan borrowers 60 and older rose at least 20%...
The Pros and Cons of Short-Term Health Insurance Plans
The Trump administration just made it easier to buy short-term health plans. Here's what you need to know.These short-term plans are...
Everything single parents need to know about life insurance
Even though it might be hard sometimes to picture your young children as independent adults, you hope to live long enough to see that...
Capital Gains Taxes Could Change Soon — Here’s What You Need to Know
The Trump administration has suggested a major change to capital gains taxes. We already know that a second wave of tax cuts, informally...
Millennials Are Helping Their Boomer Parents Manage Finances
You could call it reciprocal personal finance mentoring Since millennials (men and women age 22 to 37) are just getting started managing...
These 2 Simple Things Can Dramatically Boost Your Retirement Savings
The average American is nowhere near ready for retirement. Forty-six percent of baby boomers have nothing at all saved for retirement,...
One big reason people don’t pay off their credit cards every month
Recent research suggests it’s not because they don’t have enough money to pay off their cards Many people are late on their credit-card...
By not having a will, Aretha Franklin likely left her heirs with lots of headaches
The soul legend had four sons and assets of about $80 million Aretha Franklin, the Queen of Soul, left behind four sons, but no will,...
How To Streamline Your Work Day as a Business Owner
While being a business owner can be very rewarding, it involves huge responsibility – juggling managing your staff and essential...
Will Your Homeowners Insurance Come Through After a Natural Disaster?
CR members share their hard-won insights about the insurance coverage you need and the smartest ways to submit a claim Last year’s...