Nov 21, 2015 by Chuck SalettaHow to Get a Raise Every Year -- After You've RetiredA well-constructed portfolio focusing on rising dividends gives you a great shot at seeing your income increase, even after you've retired.
Nov 15, 2015 by Chuck SalettaWhy You Still Need Bonds in RetirementA well-constructed bond ladder can help you much more reliably cover your near-term spending needs than if you're depending on selling stocks.
Nov 7, 2015 by Chuck SalettaSave This Much to Retire a MillionaireHow much money you need to be a millionaire in retirement depends on the time you have until you retire, the rate of return you can achieve, and how consistently you can invest along your journey.
Nov 7, 2015 by Chuck SalettaThe 2016 Social Security Crisis Was Temporarily AvertedThanks to Congressional action, Social Security's Disability Insurance Trust Fund won't run out of money next year.
Nov 1, 2015 by Chuck SalettaWhy Would You Need Form 706?IRS Form 706 is used to report the U.S.' estate and generation-skipping transfer taxes.
Oct 19, 2015 by Chuck SalettaWhy Do You Need Form 8960?IRS Form 8960 is used to report your Net Investment Income Tax.
Oct 18, 2015 by Chuck SalettaYour Complete Guide to Disability BenefitsDisability benefits can be incredibly tricky to navigate.
Oct 13, 2015 by Chuck SalettaCan a Federal SEOG Help You Pay for College?The Federal SEOG program provides grants of up to $4,000 per year for low-income students, but you'll want to act fast to get one.
Oct 10, 2015 by Chuck SalettaWhat Does FICO Stand for?The question can be answered by looking at the company behind those ubiquitous credit scores.
Sep 30, 2015 by Chuck SalettaIs a Custodial Account a Good Idea?There are downsides to using a custodial account to provide funding for your child's future.
Sep 20, 2015 by Chuck SalettaIs a 401k Rollover Always a Good Idea?A 401k Rollover may make sense, but it's not the slam-dunk decision some advisers make it out to be.
Sep 19, 2015 by Chuck SalettaWhat's a Good Credit Score Range?It's important to be in the good credit score range if you're looking to borrow money.
Sep 19, 2015 by Chuck SalettaHow an Inherited IRA WorksIf you have inherited an IRA, there are a handful of ways for you to take your money out of the account.
Jun 17, 2015 by Chuck SalettaHow Learning Quest Can Help You Pay for CollegeLearning Quest is the Kansas state sponsored 529 college savings plan.
Jun 14, 2015 by Chuck SalettaHow a 408k Plan Can Help You Retire408k plans, more commonly known as Simplified Employee Pensions or SEPs, provide more flexibility and less overhead costs than most traditional company sponsored retirement plans.
Jun 12, 2015 by Chuck SalettaWhat the Acid Test Ratio Can Tell YouThe Acid Test ratio is a key balance sheet liquidity ratio that helps you estimate how well a company can handle a credit crunch.
Jun 8, 2015 by Chuck SalettaWhy You Need a Medallion Signature GuaranteeA Medallion Signature Guarantee helps protect people involved in paper-based stock transactions from fraud.
Jun 4, 2015 by Chuck SalettaHow IRS Form 2106 Can Save You Money on TaxesIRS Form 2106 is used to report business expenses that aren't reimbursed by your employer.
Jun 4, 2015 by Chuck SalettaHow NUA Can Lower Your Taxes in RetirementNUA -- or net unrealized appreciation -- is a tax treatment on retirement withdrawals of your employer's stock that can potentially cut your tax bill.
May 23, 2015 by Chuck Saletta3 Things You Should Put Off Until Your Retirement Is on TrackYour kids' college educations, paying off your mortgage, and buying a new car.