Understanding The Spousal Benefits of Social Security

by Daniel G. Mazzola, CPA, CFA IMAGE © LARRYHW Social Security has been described as the one product all Americans buy yet none understand. Though flippant, this characterization sadly rings true. In 2012 the Social Security Administration paid benefits to over...

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 ways...

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!

Jump-Start Your IRA!

There are so many questions you ask yourself before investing in an IRA, but are you asking yourself any of these seven questions?

Could Your 401K Plan Be The Chink In Your Financial Armor?

by Teresa Kuhn, JD, RFC, CSA, Authorized Bank on Yourself Advisor and President, Living Wealthy Financial GroupIf you have a 401 K plan, you might be able to relate to this:A friend of mine’s dad used to live for the time when he got his plan statement.  It...