Sep 22, 2017 by Wendy ConnickHow to Tell If Refinancing Is a Good IdeaIf you're considering refinancing your home, interest rates aren't the only factor you should consider.
Sep 17, 2017 by Wendy Connick4 Ways to Pay for Healthcare When You RetireIt's important to have a plan for financing healthcare and long-term care in retirement.
Sep 15, 2017 by Wendy Connick3 Ways to Make Saving Easy and PainlessIf you struggle to save as much money as you'd like, these tools might help.
Sep 14, 2017 by Wendy ConnickA Clever Way to Cut Your Heirs' Income TaxesWant to reduce your beneficiary's tax burden? Consider the estate planning power of a Roth IRA.
Sep 13, 2017 by Wendy ConnickWill My Annuity Payments be Taxed?Annuities may be partially or fully taxable, depending on how you bought them.
Sep 13, 2017 by Wendy ConnickThe One-Step Way to Cut Your Student Loan PaymentsStudent loan payments getting you down? Try an income-based repayment plan to shrink those payments to a manageable size.
Sep 11, 2017 by Wendy ConnickWhy You Always Should File a Tax Return -- Even if You Owe NothingIf you don't file your tax returns, you'll face a lot of unpleasant consequences.
Sep 11, 2017 by Wendy ConnickThe Many Parts of Medicare -- and Which Ones You Might NeedMedicare isn't just one insurance plan -- there are actually several different parts, each of which provides different types of coverage.
Sep 10, 2017 by Wendy Connick4 Smart Reasons to Claim Social Security EarlyWaiting to claim Social Security so that you can get higher benefits isn't always the smart financial move.
Sep 9, 2017 by Wendy ConnickHow the Self-Employed Can Save for RetirementIf you're self-employed or you own a small business, consider one of these options for your retirement savings.
Sep 8, 2017 by Wendy Connick4 Student Loan Mistakes That Will Cost You a BundlePaying off student loans is already an expensive proposition. Don't make it worse by making one of these common mistakes.
Sep 6, 2017 by Wendy Connick4 Types of Medicare Advantage PlansBefore you pick a Medicare Advantage plan, check to see if the plan type is the best choice for you.
Sep 5, 2017 by Wendy ConnickShould You Convert Your Retirement Savings to a Roth?Moving some of your retirement savings into a Roth account can save you a bundle on taxes during retirement.
Sep 4, 2017 by Wendy ConnickHow to Build a Socially Responsible PortfolioSocially responsible investing feeds your conscience as well as your wallet.
Sep 3, 2017 by Wendy Connick3 Ways to Get Around RMDsAre required minimum distributions (and the resulting tax bills) getting you down? Try one of these tricks to minimize your RMDs.
Sep 3, 2017 by Wendy Connick3 Overlooked Costs of HomeownershipYour mortgage payment isn't the only house-related expense you'll face as a homeowner -- in fact, it might not even be the biggest one.
Sep 2, 2017 by Wendy ConnickHow 1 Super-Simple System Can Slay Your Money WoesDoes your income vanish every month, leaving you short on funds? Try this system to find and fix the problem.
Sep 2, 2017 by Wendy ConnickHow to Hit Your 401(k) Goals by Doing 1 Simple ThingWant to get the best possible returns on your 401(k) investments without incurring too much risk? Read on.
Sep 1, 2017 by Wendy Connick4 Retiree Money MistakesMaking these common retiree money mistakes can be more expensive than you ever dreamed.
Aug 31, 2017 by Wendy Connick4 Medicare Advantage Costs You Might Not ExpectHave you read the fine print for your Medicare Advantage plan thoroughly enough to understand all its costs?