Aug 17, 2017 by Wendy ConnickHow to Prepare for Retirement in Your 50sIf you're in your 50s, it's the ideal time to revisit your retirement plans and make sure they're on track.
Aug 17, 2017 by Wendy Connick4 Important Decisions to Make Before Enrolling in MedicareIf you're approaching your 65th birthday, you have some major decisions to make.
Aug 16, 2017 by Wendy ConnickThe 3 Phases of Retirement and How to Plan for ThemMost retirees experience three distinct stages of life during their retirement.
Aug 16, 2017 by Wendy Connick4 Things to Watch for When Buying Life InsuranceHere's what you need to know before buying a life insurance policy.
Aug 16, 2017 by Wendy ConnickHow Medicaid WorksMedicaid has become the subject of controversy lately, but many people don't know much about the program.
Aug 14, 2017 by Wendy Connick5 Side Gigs for RetireesMany retirees want or need to keep working on a small scale. In those situations, a side gig can be just the ticket.
Aug 14, 2017 by Wendy Connick4 Highlights of the Joint Statement on Tax ReformThe recently released joint statement on tax reform gives some helpful hints about the GOP's plans for this legislation.
Aug 12, 2017 by Wendy ConnickHow to Protect Your Retirement Plan from EmergenciesWhen life throws a curveball at you, it's important to protect your retirement plan from the effects.
Aug 10, 2017 by Wendy Connick4 Investing Errors That Can Crush Your Retirement SavingsIf you're making any of these common investing errors, your final retirement savings balance may be disappointing.
Aug 9, 2017 by Wendy ConnickRetiring Early? Here's How to Delay Taking Social Security AnywayIf you claim Social Security early, your checks will be permanently reduced. Consider looking for income elsewhere so that you can wait until full retirement age.
Aug 6, 2017 by Wendy ConnickIs Social Security Going Bankrupt? The Trustees Say NoThe Social Security trustees admit there's a deficit, but they aren't saying that the program will cease to exist.
Aug 6, 2017 by Wendy ConnickThe 4 Biggest Tax Breaks for High-Income HouseholdsHigh-income households are able to greatly reduce their federal income taxes through these four deductions.
Aug 5, 2017 by Wendy ConnickHow to Calculate Estimated TaxesBusiness owners, independent contractors, and retirees usually need to make estimated tax payments -- but figuring out how much to pay can be a challenge if you don't know about the safe harbor hack.
Aug 5, 2017 by Wendy ConnickDon’t Make This Huge Mistake with Your PensionWhen you're approaching retirement, you'll have a major pension decision to make: will you take an annuity or a lump-sum payout?
Aug 4, 2017 by Wendy ConnickIs Disability Pay Taxed?If you become disabled, will you have to pay taxes on your disability pay? The answer: It depends.
Aug 3, 2017 by Wendy Connick4 Ways to Save for Retirement After Maxing Out Your IRAFirst off, congratulations on saving so much for retirement! Now on to your other retirement savings options...
Aug 3, 2017 by Wendy ConnickA Painless Way to Save More for RetirementWant to make saving for retirement a lot easier? Find out if your company offers this option.
Aug 1, 2017 by Wendy ConnickCashing Out Your 401(k)? Think AgainIf you're considering cashing out your 401(k) investments, you're on the verge of making an expensive error.
Aug 1, 2017 by Wendy Connick3 Types of Trusts That Can Cover Your AssetsTrusts can be a useful way to solve certain financial problems and protect your money and property.
Jul 31, 2017 by Wendy ConnickShould You Buy These 3 Alternative Investments?Stocks and bonds aren't the only investment options. Here are three alternatives you might not have considered.