take Social Security

Most Take Social Security Early. That’s A Mistake.

Fascinating data from the Center for Retirement Research at Boston College shows that most people — both men and women — take Social Security benefits at 62. That’s the earliest … Read more

Posted on December 2, 2017 by
enough savings to retire

How Much Is Enough Saving To Retire Well?

Retiring on time and with enough savings to live well is a truly important life goal. But how much is enough saving to retire? The number you hear bandied about … Read more

Posted on November 20, 2017 by
retire rich

The Only Way To Retire Rich Is To Save

One person has $1 million in the bank, the other doesn’t have $1,000. Who is richer? You might automatically say, “Well, the millionaire.” And that’s right — until you consider … Read more

Posted on November 7, 2017 by
morningstar chart

Why Your Mutual Funds Are Buying ETFs Instead

New data from Morningstar, the mutual fund research firm, recently noted that mutual funds have increased their holdings of exchange-traded funds (ETFs) dramatically. How dramatic? In 2006, just 595 funds … Read more

Posted on April 21, 2017 by

3 Things You Can Do Now About Next Year’s Taxes

The dreaded deadline is upon us at least — Tax Day is April 18. Time to file for 2016 or, at the very least, pay your taxes and ask for … Read more

Posted on April 13, 2017 by
save big money on taxes

Save Big Money On Taxes Every Year

We’re still a month away from Tax Day, so now’s the time to take action and save yourself some money on taxes. Many Americans think about this process backwards. They overpay … Read more

Posted on March 10, 2017 by
uncertain times

How To Invest In Uncertain Times, Trump Edition

It has been pretty hard over the past week to ignore the headlines coming out of Washington. President Donald Trump seems to be a one-man news machine, whether via the … Read more

Posted on January 30, 2017 by

Retirement Tax Moves You Probably Are Missing

It’s January, the beginning of tax season. Time to gather up your pay stubs and deductions and figure out if you owe money or can expect some back from Uncle … Read more

Posted on January 20, 2017 by
social security

Do You Know What Social Security Pays?

Thinking about retirement begins for most people in their 40s or, perhaps, 50s. Yet investing and planning for your retirement has been under way far longer. You begin to save … Read more

Posted on January 6, 2017 by

The Easiest Resolution You Will Ever Keep

Around this time of year you doubtlessly will find dozens of articles on line proposing resolutions for the New Year — how to lose weight, be active, read more, save … Read more

Posted on December 30, 2016 by