DateCategoryTitleDescription
3/25/2014General PlanningKey Points in the President's 2015 Budget ProposalThe budget's more of a presidential "wish list" but could still impact America's wealthy and middle class.
2/25/2014Risk ManagementA Safety Reminder: Protecting Yourself from Data Security BreachesGuidelines to help you safeguard your accounts and your identity.
1/28/2014TaxationPrepping for the Upcoming Tax Season—And BeyondIf you typically file your taxes early to receive your refund faster, you'll have to wait a bit longer this tax season.
12/23/2013General PlanningA Financial Checklist You Can HandleWith the beginning of 2014 upon us, we've created a month-by-month checklist of some key financial tasks to consider throughout the year.
11/26/2013General PlanningTips and Tricks for Smart Holiday ShoppingThoughts of crowded parking lots and long lines can be daunting. Ease the stress of holiday shopping with these smart strategies.
10/29/2013General PlanningTips for Managing Your Finances After a DivorceAlthough settling into a new financial life takes time after a divorce, there are steps you can take today to help ensure a secure future.
9/30/2013General PlanningWhat You Need to Know About Health Care ReformBig changes are under way in the health care industry. These are the facts behind some common myths about health care reform.
8/27/2013General PlanningHow to Handle a Financial WindfallIf you find yourself on the receiving end of a windfall following this advice will help you make the most of your good fortune.
7/24/2013General PlanningCurbing the Costs of Health CareHealth care expenses are a major concern for people of all ages, from retirees to recent grads.
6/25/2013Retirement PlanningThe "Magic Age": What You Need to Know About Social Security Claiming StrategiesChoosing the right social security claiming strategy can help you and your spouse maximize your benefits.
5/28/2013Estate PlanningAvoiding Inheritance Conflict in Your FamilyEven in the most close-knit families, an inheritance can cause a feud if the deceased hasn't left a detailed plan.
4/30/2013General PlanningGetting on the Right Financial Track After GraduationAccording to the Project on Student Debt, an initiative sponsored by the Institute for College Access & Success, graduating seniors carried an average of more than $26,000 in student loans in 2011.
3/25/2013Retirement PlanningPreparing for Medicare EnrollmentTo help ensure that you make the best Medicare choices, here are some steps to take before you turn 65.
2/26/2013Risk ManagementBuyer Beware: Tips for Safe Online ShoppingWhile cyber shopping can be a convenient way to find bargains, it's important to protect your identity and financial information.
1/28/2013TaxationTax Filing Tips for 2012 TaxesThe New Year has brought with it new tax legislation. Some of the changes will affect your 2012 taxes, while others won't kick in until tax years 2013 through 2017.
12/27/2012General PlanningImproving Your Financial Health in 2013For months, the media has focused on the fiscal cliff. But that discussion shouldn't overshadow positive developments in the U.S., nor should it stop you from making improvements to your financial health in 2013.
11/26/2012General PlanningBaby Boomers on the Move: What to Consider If You Are Planning to RelocateLike many other baby boomers, with your kids out of the house and a surplus of empty space and time, you may have thought about moving. If you are considering relocation, you'll want to read this list of tips.
10/30/2012General PlanningAvoiding a Personal Financial FilibusterIs the current political race getting in the way of your financial plan? Depending on the way the data is manipulated...
9/28/2012General PlanningTips for Saving Money on Your Cell PhoneWhether you're looking for the hottest new toy or just want to save money on your monthly bill, there are plenty of ways to trim the overall cost of your cell phone.
8/30/2012General PlanningThe Light at the End of the TunnelAs we look at the trajectory of the U.S. economic recovery, once again this year we see a light at the end of the tunnel and wonder if it is an oncoming train. At this point, it looks as if 2012 may bring the start of sustainable growth.
7/30/2012Estate PlanningOrganizing Your Finances: Before and After a Personal LossThe death of a spouse or life partner is one of the toughest events you can go through. Along with the emotional adjustment of continuing on without your best friend, there is additional stress involved...
7/2/2012General PlanningEncore Careers: Becoming Your Own BossThese days, retiring from one career doesn't necessarily mean quitting work altogether. In fact, entrepreneurs in their 50s and 60s have launched more new businesses over the past decade than any other demographic.
5/29/2012General PlanningPreparing for the Return of a Boomerang KidIs your recent college graduate or adult child moving back in with you? It's far from an uncommon scenario these days.
5/2/2012General PlanningReducing Your Fuel Costs in the Summer MonthsBefore the summer travel season begins, be prepared for what to expect when filling up at the pump and consider how you can save on fuel costs.
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