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Mid-Life Money Mistakes

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If you are between 40 & 60, beware of these financial blunders & assumptions. Between the ages of 40 and 60, many people increase their commitment to investing and retirement saving. At the same time, many fall prey ...

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Why Does the Wage Gap Between Men & Women Persist?

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While it has narrowed, a notable inequality remains. Last year, the median weekly earnings for an American woman came to $719. Bureau of Labor Statistics data shows that the median weekly earnings for an American man were ...

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Are You Retiring Within the Next 5 Years?

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What should you focus on as the transition approaches? You can prepare for your retirement transition years before it occurs. In doing so, you can do your best to avoid the kind of financial surprises that tend to upset an ...

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Four Money Blunders That Could Leave You Poorer

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A “not-to-do” list for the new year & years to follow. How are your money habits? Are you getting ahead financially, or does it feel like you are running in place? It may come down to behavior. Some financial ...

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AGI vs. MAGI

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Your adjusted gross income, or AGI, is an important line item on your taxes, as it affects your eligibility for certain other tax credits or exemptions. The same is true of your modified adjusted gross income, or MAGI. ...

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It’s 1099 Time

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A primer on 1099 forms. There are 17 types of 1099 forms, and you may have received one or more of them in the mail. Here’s a brief rundown of what they report.1 1099-A. This form is a consequence of foreclosure or bank ...

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Rehearsing for Retirement

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Try living as a “retiree” for a month or two before you commit to leaving your career. Imagine if you could preview your retirement in advance. In a sense, you can. Financially and mentally, you can “rehearse” for the ...

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