Topic: Financial Planning
Articles that give you the latest insights into financial planning, including news, tips and other information intended to help you plan your finances.
Health Insurance for Early Retirees
May 30, 2024School of Social Security & Medicare
Health insurance is one common barrier to early retirement. Fortunately, you have options to bridge the gap until Medicare begins.
Financial Checklist for Surviving Spouses
May 23, 2024School of Financial Wellness
This simple checklist will help you keep track of the most important financial tasks you need to accomplish after losing a spouse.
Educational Savings Accounts: Everything You Need to Know
April 25, 2024School of Saving and Investing
When saving for your child’s college, the account you choose can impact your taxes, investment options, and chances of success.
Punxsutawney Phil: Weatherman… or Stock Analyst??
February 23, 2024School of Financial Wellness
Punxsutawney Phil is well known for weather predictions, but our research suggests he also has a knack for forecasting stocks.
Key Financial Data 2024
January 3, 2024School of Financial Wellness
Download our 2024 financial data guide which includes information on taxes, retirement plans, Social Security, Medicare, and more.
IRA Contribution Limits in 2024
November 30, 2023School of Saving and Investing
The amount you can contribute to a SEP, SIMPLE, Traditional, and Roth Individual Retirement Account will increase in 2024.
Medicare Premiums and Coinsurance Raised for 2024
October 19, 2023School of Social Security & Medicare
The Centers for Medicare & Medicaid Services recently announced higher Medicare premiums and coinsurance costs for 2024.
Social Security COLA Announced for 2024
October 12, 2023School of Social Security & Medicare
The Social Security Administration recently announced benefit increases from the annual Cost-of-Living Adjustment [COLA].
The Basics of Estate Tax
August 3, 2023School of Saving and Investing
If you have a large estate, federal estate taxes – and in some cases state estate taxes – can reduce the inheritance you planned to leave.