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The Lottery is No Retirement Plan

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Pay yourself first instead, with your future in mind. Powerball fever swept across America last month, with a record jackpot of $1.5 billion eventually being split by three winners in the January 13 drawing. Millions lined up ...

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Achieving a Better Life Experience

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The tax laws have long encouraged Americans to save for college for their kids and to save for their retirement, but for families of those with disabilities, there was no tax-advantaged way for them to save for those ...

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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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Grandparents Raising Grandchildren

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How can they cope with the financial demands? When many people hear the word “parents,” they picture a couple in their forties… not a couple in their seventies. The reality is that 6% of kids today live in ...

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The Psychology of Saving

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How many households have the right outlook to build wealth? Why do some households save more than others? Building household savings may depend not only on cash flow, but also on psychology. With the right outlook, saving ...

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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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How Can Women Save More for Retirement?

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Suggestions to accelerate & maintain the pace of the effort. Numerous articles have mentioned the obstacles women can face as they save for retirement. Turning from the negative, here are some positive factors that may ...

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Yes, Young Growing Families Can Save & Invest

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It may seem like a tall order, but it can be accomplished. Plan to put yourself steps ahead of your peers. If you have a young, growing family, no doubt your to-do list is pretty long on any given day. Beyond today, you are ...

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