Jan 3, 2018 by Wendy ConnickWhat's in the Final Version of the Tax Cuts and Jobs ActWhat you need to know.
Jan 3, 2018 by Wendy ConnickWill Tax Reform Force Medicare Cuts?Cutting funding to Medicare would likely increase healthcare costs in retirement big-time.
Dec 31, 2017 by Wendy ConnickLiving on Social Security? Here's a Tax Credit Just for YouIf you're 65 or older and meet certain income requirements, the Credit for the Elderly or the Disabled may knock thousands off your tax bill.
Dec 31, 2017 by Wendy Connick3 Investments That Don't Belong in Your IRAPut these three investments inside an IRA, and you'll be wasting money.
Dec 27, 2017 by Wendy ConnickDon't Retire Unless You Can Answer These 4 QuestionsPlanning to retire soon? That could be a big mistake if you're not fully prepared.
Dec 27, 2017 by Wendy ConnickYou Can Legally Avoid Taxes on Your Social Security Benefits -- Here's HowDon't want to pay taxes on your Social Security benefits? Read on.
Dec 25, 2017 by Wendy ConnickYou'll Lose Some of Your Retirement Income to the IRS -- Here's How MuchWhen you draw up your retirement budget, don't forget about tax expenses -- or you could end up with far less income than you expect.
Dec 24, 2017 by Wendy Connick27% of Savers Have Made This Major Retirement MistakeHere's what to do if you're one of them.
Dec 23, 2017 by Wendy ConnickHow Work Has Changed in the Last 10 Years (and How You Can Keep Up)The last decade has seen the workforce change in major ways.
Dec 23, 2017 by Wendy ConnickThink Early Retirement Is Impossible? Think AgainWith the right retirement planning approach, you can retire earlier than you ever imagined.
Dec 23, 2017 by Wendy ConnickMiss This Retirement Deadline and You Could Owe the IRS Thousands of DollarsSkipping your required minimum distribution for the year can cost you thousands of dollars in tax penalties.
Dec 22, 2017 by Wendy ConnickLifespans Are Up, but Retirement Savings Aren't. Will You Have Enough Saved?Outliving your money is a scary thought. Here's how you can avoid it.
Dec 22, 2017 by Wendy ConnickHow to Get the IRS to Pay You for Holiday TravelIs the cost of holiday travel a bit overwhelming? The IRS may be able to help.
Dec 21, 2017 by Wendy Connick5 Ways to Prevent Holiday FraudProtect your money and your credit this holiday season by taking a few basic precautions.
Dec 21, 2017 by Wendy ConnickWill You Have Enough Income in Retirement? Here's How to Find OutDon't plan your retirement date based on age -- there are more important factors to consider.
Dec 20, 2017 by Wendy ConnickThe Typical 401(k) Saver Isn't Contributing Nearly Enough. Are You?Don't destroy your retirement dreams by making this all-too-common mistake.
Dec 20, 2017 by Wendy ConnickWhy You'll Need More Retirement Savings Than You Think (and What to Do About It)If retirement savings will be your main source of retirement income, you'll need to have way more than the typical saver manages.
Dec 19, 2017 by Wendy Connick4 Ways to Make a Bigger End-of-Year BonusWant to make a nice bonus even nicer? Crank up your bonus check by using it for one of these purposes.
Dec 18, 2017 by Wendy Connick72% of Investors Are Making This Serious Mistake -- Are You?Failing to properly diversify your portfolio can destroy your holdings the next time the stock market crashes.
Dec 18, 2017 by Wendy Connick3 Great Gifts for InvestorsTrying to find gifts for the investors in your life? Here are a few ideas to get you started.
