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10 Worst Money Moves for the New Year

Posted by on Saturday, January 4th, 2014 in Investing, Personal Finance, Retirement, Wealth Management | Comments Off on 10 Worst Money Moves for the New Year

1. Set no savings goals Goals? Whatever. You’ll save if there’s money left over. People don’t plan to fail, they fail to plan. You’ve heard that before, haven’t you? It’s true. I don’t think anyone sets out to be on a paycheck-to-paycheck plan by the time they reach their 60s. Yet it happens. If you want to achieve something, write it down. Then write down the action steps you need to take to make it happen and put together a time line with dates as to when you are going to take those steps. If you’re married, work with your spouse on this....

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Year End Tax Tips for Retirees and Pre-Retirees

Posted by on Monday, December 2nd, 2013 in Investing, Personal Finance, Retirement, Wealth Management | Comments Off on Year End Tax Tips for Retirees and Pre-Retirees

Black Friday already? Where did the year go? The good news: No matter whether you’re retired or on retirement’s doorstep, there’s plenty you can do before the end of 2013 to avoid giving Uncle Sam more than his fair share of your hard-earned income. Here’s a laundry list of what experts suggest: Do a dry run Lest you do something that you might regret later on, consider taking stock of where you are and where you want to be with your tax return. “The last couple of months of the year is an excellent time to do a dry run on your tax return,”...

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