5 Retirement Assumptions You Can’t Make Anymore

By: Michelle Buonincontri, CFP®, CDFAWe’ve all heard the adage “nothing can be certain, except death and taxes.” This line of thought also applies to retirement, as society and financial markets change.Here are a few assumptions many Americans...

Downsizing in Retirement

By: Allison PearsonDo you and your partner share the same goals & expectations for the future throughout your changing life phases?My son recently headed off to college. It was an important life transition, not just for my son, but for me and my husband as well....

How to Not Go Broke Supporting Adult Children

by David RaglandYou’ve worked hard, you’ve saved, you’ve downsized, and the nest is finally empty. Life is good. But then one of your kids loses his job. Or she starts falling further into debt. Or decides to send your grandchild to a private school...

Happy, Birthday, Barbie!

On March 9th, Barbie celebrates her 58th birthday. Whether you loved Barbie as a little girl or thought she was a negative role model for women, there is no denying her part in women’s toy history. Ruth Handler created the Barbie doll and co-founded Mattel, Inc....

Women & Retirement: Don’t Wait, Start Saving Today

Poor and alone isn’t the retirement any of us dream about. And the following statistics conjure up some very scary images:(Sources: Dee Lee’s Everywoman’s Money: Financial Freedom; Social Security Administration.)More than 50% of all marriages...

Savvy Ladies Celebrates Labor Day

Labor Day is dedicated to the social and economic achievements of American workers. It’s the perfect time to make sure your company and country are paying their dues to you.

Top IRA Trouble Spots

by Stacy Francis, CFP®, CDFAIndividual Retirement Accounts (IRAs) now hold more assets than any other retirement savings vehicles, but many people do not understand how they work and many IRA owners make critical mistakes that can cost them money. Here are some...

How To Increase Your Retirement Confidence

by Manisha Thakor How are we Americans collectively feeling about our retirement prospects? Survey says (and most financial advisors would concur), not so great.Consider this comparative data from an annual study by the Employee Benefit Research Institute:In 2007, the...

How to Make Your Retirement Dream a Reality

by Manisha ThakorFor entirely too many hard-working folks, there is a significant gap between the retirement life they desire and the one they will be able to afford if they do not adequately prepare for the future. Traditional goals such as living in an inviting home...

Retirement Savings Tips for Moms

If you are a mom, it’s important that you take the time to plan for your future. By knowing your options, it can help you find the best ways to invest!