The 9 Steps to Take to Make 2019 Your Best Financial Year Ever
Originally published in Kiplinger By Jaime Eckels New Year’s is a day of renewal — the perfect time to create the kind of personal resolutions…
Tag Archives: personal finance
5 Money-Saving Tips for Tax Season (Plus 2 Bonus Tips)
Originally published in Kiplinger By Karen Cady With Tax Day looming, Americans should take care not to overlook possible deductions that could minimize their tax bills….
6 ways retirement benefits will change in the next decade
Originally published in American City Business Journals By Joe Rankin In the coming decade, retirement benefits for the average American will change. Simple math dictates it:…
5 steps to a successful financial wellness plan
Originally published in Benefits Pro By Susan Shoemaker and Mark Dixon Financial wellness is a hot trend, as organizations are trying to help employees better…
Plan sponsors should beware the managed account default option
Originally published in Pensions & Investments By Mark Dixon and Susan Shoemaker The world of 401(k) and 403(b) retirement plan sponsors has been somewhat nightmarish in…
When Dementia Threatens Your Money
Originally published in Money By Melissa Montgomery-Fitzsimmons The older woman, in her mid-80s, was one of my sharpest clients, always on top of her finances. Then,…
The devil may be in the default option
Originally published on Pensions & Investments By Mark Dixon and Susan Shoemaker Participants in 401(k) plans often feel stymied about picking an investment mix when…
Lower Interest Rates Mean Higher Life Insurance Payments
Originally published in Investor’s Business Daily By Don Silversmith Premiums on some universal life insurance policies are rising significantly, perhaps surprising many older Americans who have…
Why Your Divorce Lawyer Can’t Protect Your Finances
Originally published in Money By Melissa Montgomery-Fitzsimmons Getting divorced? Be forewarned: Hiring your own financial adviser—right away—can be the difference between a workable settlement and disaster. As…
Guest Column: Built a big estate without heirs?
Originally published in The Aspen Times By Charles Bantis It is a dilemma for many aging Aspenites: What to do with wealth accumulated over a lifetime?…