Planning For Your Retirement: The Home Stretch

Looking forward to retirement? If you’ve built a nice nest egg, you’ve taken care of one of the critical tasks in preparing for retirement.  But simply having significant savings doesn’t mean you’re ready to retire well. For those planning to hang ‘em up in two to three years, it’s essential to work your way through

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Avoid the Medicare “Late-Enrollment Tax”

For most people, retirement is a time to say goodbye to many of the stresses of our working lives. But it’s important to recognize that the transition into retirement is full of decisions and deadlines – and it’s important to navigate them diligently. That brings us to an important area that too many people are

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As We Close the Year

As we look back, it’s important to bear in mind that a single year provides a limited perspective of our financial lives. Did we do a little better financially in 2014 than we did in 2013? And if we did, what is the overall significance of that fact? The key to putting any year in

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Spend Your Bonus the Smart Way

If you’ve received a year-end bonus, you’ve got reason to celebrate. But if you’re like many people, you may also be experiencing some anxiety. There seem to be countless ways to use your windfall, after all. And since bonuses come just once a year, you may be feeling pressure to make the right decision. A

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Charitable Giving the Smart Way

The end of the year is a time when our thoughts turn to giving—both for altruistic reasons and tax reasons. But while the intention to do well by doing good is laudable, it must be carefully executed so that our gifts are as meaningful and tax-efficient as possible. Here are a few points to bear

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Keeping Your Data Secure Online

Like ants at a picnic, thieves have swarmed to cyberspace. And they’re after much more than the crumbs from our lunch. They are bent on stealing our personal information so that they can move on to stealing our assets, our credit and anything else we have of value. Recent news that Target, Home Depot, JP Morgan,

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