Inflation & Your Money
“If the current annual inflation rate is only 1.4 percent,1 why do my bills seem like they're 10 percent higher than last year?” Many of us ask ourselves that question, and it illustrates the importance of understanding how
Helpful Retirement Strategies for Women
Preparing for retirement can look a little different for women than it does for men. Although stereotypes are changing, women are still more likely to serve as caretakers than men are, meaning they accumulate less income and
Healthcare Costs in Retirement
In a 2020 survey, 36% of all workers reported they were either “not too” or “not at all” confident that they would have enough money to pay for their medical expenses in retirement. Regardless of your confidence,
Get Paid for Going Green
Tip: DSIRE is a comprehensive source of information on local, state, federal, and utility incentives and policies that support renewable energy and energy efficiency. Source: DSIREusa.org, 2017 Americans will spend an estimated $317 billion on home improvements
Debt Stress
The average American owes $51,900 in debt. Of that $51,900, $35,660 is from mortgage debt, $5,610 is from student loans, and $4,760 is from auto loans.1 Little wonder that money worries can be a major cause of
Four Steps to Valuing an Estate
Determining the value of an estate is a fundamental first step in estate management and a critical requirement for settling a decedent’s estate.1 How to Assess the Value of an Estate Select the date of calculation.Because values
Do You Owe The AMT?
American educational reformer Horace Mann called education “the great equalizer.”1 In football, it’s been said that turnovers are the great equalizer. And anyone who’s ever watched CBS’s “The Amazing Race,” knows airport delays are the great equalizer in
A Cheat Sheet for Sending Your Kid to College
College marks a great milestone in a child’s life. It may be the first time he or she will live away from home. Dropping off your child at college may be an experience loaded with emotions, so
How to Conquer the World: 5 Financial Strategies for Savvy Single Women
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal
Caring for Aging Parents
Thanks to healthier lifestyles and advances in modern medicine, the worldwide population over age 60 is growing. The United Nations estimates that by 2050 the number of people aged 60 and older will have more than doubled.¹