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Thinking About Semi-Retirement? What You Need to Know
Whether you need time to rebuild your nest egg, or you want to ease into full retirement, some financial planning can make the transition a smooth one.
By Julia Vanzler, CFP® CPWA® • Published
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SECURE 2.0 Act Helps Small Businesses Encourage Employees to Save
Enhanced credits for small-business retirement plans, expanded 401(k) options and other provisions support businesses that give their employees a leg up on saving.
By Jamie P. Hopkins, Esq., CFP, RICP • Published
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Gen Z Taps TikTok for Financial Advice: What to Do Instead
Many young people also admit they would follow financial advice from social media influencers without first ensuring it’s sound. Here’s what to do instead.
By Neale Godfrey, Financial Literacy Expert • Published
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Three Financial Tips for Women’s History Month
Women still face unique economic and social challenges today, so here are some key things to consider that can lead to a more secure financial future.
By Julia Pham, CFP®, AIF®, CDFA® • Published
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Costs of Off-Site Work Events Can Rise If Employees Misbehave
A small business might rent a theme park or other venue to reward employees, but if workers don’t follow the rules, the company could pay the price.
By H. Dennis Beaver, Esq. • Published
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Social Security Disability for COVID Long Haulers Explained
social security Social Security Disability Income (SSDI) is available for American workers who are struggling with a disability, including long COVID. Here are some tips on how to apply and what to expect.
By Steven Perrigo, J.D. • Last updated
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SECURE 2.0 Act Lets Retirees Defer Some Taxes Longer
Here’s how retirees can benefit from changes in required minimum distributions (RMDs), qualified longevity annuities and IRA catch-up contributions.
By Ken Nuss • Published
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Financial Literacy for Women: How to Raise a Fearless Woman
Being open with your daughters about your own financial planning and focusing on the areas of financial literacy, budgeting and investing can help her become a financially secure woman.
By Laura Schultz, J.D., a Series 65 securities license and insurance license • Published
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Want to Earn More Money? Consider These Five Ways
Instead of simply vowing to save more money, why not commit to earning more? You could ask for a raise, try a side hustle or switch to a bank offering a higher savings rate.
By Erin Wood, CFP®, CRPC®, FBSⓇ • Published