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10 Things No One Tells You About Early Retirement

10 Things No One Tells You About Early Retirement

Feb 23, 2024

The reality of quitting work can be far different from the fantasy. Here’s what you need to know Even if you love your job, there are times when you’d rather be alphabetizing the spice shelf than riding a packed train alongside hundreds of sniffling fellow...
10 Retirement Planning Mistakes People Make at 50

10 Retirement Planning Mistakes People Make at 50

Sep 29, 2023

Take inventory of your assets and your strategy, or you could regret it later Reaching age 50 is a milestone that most of us celebrate. Still, after you’ve blown out the candles and bid farewell to your guests, you may have a headache from too much champagne, but...
8 Common Above-the-Line Deductions Anyone Can Claim

8 Common Above-the-Line Deductions Anyone Can Claim

Sep 21, 2023

Take these write-offs on your 1040, even if you don’t itemize your return Doing your taxes is a hunt for ways to minimize your income: The lower your income, the less tax you pay. For most retirees and pre-retirees, this means taking the standard deduction and moving...
12 Things to Tell Your Kids About Your Money

12 Things to Tell Your Kids About Your Money

Sep 14, 2023

You don’t have to tell them some things, but others are very important You’ve probably taught your kids a whole bunch about money over the years, like how to stretch an allowance through an entire week and how to balance a debit account — or, most challenging of all,...
7 Things to Know About Appointing an Executor

7 Things to Know About Appointing an Executor

Sep 8, 2023

And 7 ways to make things easier for yours Have you found an executor (also known as a personal representative) to handle your affairs should you become incapacitated or die? Planning for death-related events isn’t fun, so you may be procrastinating. Or you may be...
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