By Chris Orestis For most people in their retirement years, every penny counts. But a huge number of those pennies can end up going to Uncle Sam, which is why […]
Category: Money and Finance
Social Security Update for 2022
By Tom Margenau It has been my custom for most of the past 24 years to write a year-end column that summarizes the Social Security changes and updates scheduled to […]
In Retirement Planning, Short-Term Greed Never Outweighs Long-Term Benefits
By Peter Blatt When it comes to investing, people fall into many categories. There are risk-takers and there are overly cautious people. Some investors react to every up and down […]
5 Things Retirees Will Wish They Had Known Sooner
Many people planning for retirement anticipate those post-working years eagerly, ready to veg out after a life of toil. Others plan with greater anxiety, unsure whether they even have an […]
Navigate the tax impacts of small business stimulus relief in 3 easy steps
(BPT) – Even during the best of times, managing a small business is a daunting undertaking, let alone doing so during a pandemic. If your business has survived COVID-19, it’s […]
New Year, New Policy: Insurance Considerations for the Road Ahead
(BPT) – As we move away from a year unlike any other, Americans have developed a newfound tolerance for uncertainty—and the need to prepare for it. The start of a […]
5 trends to ignite your personal finances in 2021 [Infographic]
(BPT) – As 2021 starts heating up, it’s time to look ahead and think about the personal finance trends that will impact consumers as they bank, invest in homes, search […]
6 Ways to Tell If You Have Enough Life Insurance
(StatePoint) If we’ve learned anything from 2020, it’s that life can be unpredictable. Having sufficient life insurance can provide financial stability and security to loved ones during times of uncertainty. […]
How Borrower Education Can Make Housing More Attainable
(BPT) – Today’s U.S. housing market is leaving many prospective homebuyers priced out. Homes, on average, have become less affordable, and the ones that are affordable are in short supply. […]
How one company lifts the burden of college debt
(BPT) – Higher education has become synonymous with debt. The Federal Reserve reported more than $1.7 trillion in outstanding student loans as of Q4 2020 while nearly $120 billion in […]