FINANCIAL LEARNING
Insurance 101: Singles
Insurance 101SinglesIf no one depends on you financially, your path to financial security may be smoother than most. However, it also...
Insurance 101: Business
BusinessesAs a small-business owner, you’re responsible for two families: the one you have at home, and the one you have through work....
How To Live Cheap: 20 Ways To Save Money
Life is expensive and learning how to live cheap doesn't get any better. Actually, it gets more and more expensive every single year....
Smart Financial Moves in Your 20s, 30s, 40s, & 50s
The right moves for every age.Have you ever mapped out your financial timeline? If you’re like many Americans, it may have been more...
The Financial Realities of Longevity
Your financial future is up to you and no one else.What will be your future? You know that solid retirement strategy takes your time...
Retirement Calculators: What they MISS
So you’ve visited a retirement calculator like https://www.calculator.net/retirement-calculator.html and input some specific data about...
Retirement Calculator Basics
Google “retirement calculator” or “financial calculator” and you’ll easily find hundreds or thousands of sites. Most people looking for...
Insurance When You’re Newly Married
Assess the coverage for your new household.Marriage changes everything, including insurance needs. Newly married couples should consider...
Coping with an Inheritance
A windfall from a loved one can be both rewarding and complicated.Inheriting wealth can be a burden and a blessing. Even if you have an...
162 FRUGAL LIVING TIPS TO TRY IN 2019
What is frugal living?You can live a little and have peace of mind, all with your bills being paid in full and on time. It’s just a...
How To Choose A Trustee
Choosing a trustee to manage your estate when you are gone is an important decision and one that should not be taken lightly.Depending...
New Upcoming Pension And IRA Tax Law Changes: Here Come The Annuity Sales!
The new 401k/IRA modification rules that have passed the House of Representatives and are now being taken up by the Senate will provide...
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...