If you’re over 50 years old, there’s a good chance you’re serving as a caregiver for someone else who’s over 50. As a caregiver, you may be facing the challenge of managing your loved one’s finances. Here are some practical tips to help you do it well. Read more...

Whether it’s your only resolution or just one of a few, sticking to your new year’s tax resolutions throughout the whole year is the trick to being successful. Following your financial resolutions can make tax time far easier next year. Read more...

While many of the rules applicable to retirement plans are easy to remember, there are some important ones that are not always at the forefront of your thought process, and may impact your financial well-being. Part 2 of a 2-part series. Read more...

While many of the rules applicable to retirement plans are easy to remember, there are some important ones that are not always at the forefront of your thought process, and may impact your financial well-being. Part 1 of a 2-part series. Read more...

’Tis the season to be giving. The holidays are a great time to donate to your favorite charity. Of course giving back to a good cause is great for the soul, but it can also be good for the pocketbook, in the form of a tax deduction. Read more...

Found in: Philanthropy

Almost every day brings you something you need in order to enjoy a happy and meaningful life. But what if something happens and you lose your ability to make the right decisions for yourself? What will you do? Enter the “power of attorney.” Read more...

Those approaching retirement commonly worry about making their money work hard enough for them, in order to achieve a financially secure future. One kind of investment they should look into is annuities a combination of investment and insurance policy. Read more...

Social Security beneficiaries are receiving a cost of living adjustment in 2012...and while this may sound like a good thing, it’s actually a “mixed bag.” Medicare premiums will also rise, and these increases could equal the cost of living adjustment. Read more...

Found in: IRAs

While the requirements for receiving a federal income tax deduction for an IRA contribution are the same no matter what state you live in, the tax treatment of IRA contributions at the state level can vary significantly. Read more...

Found in: IRAs

Approaching as quickly as a Caribbean hurricane is October 17, 2011, the day of reckoning for undoing 2010 Roth conversions. Once this date passes, most who made 2010 conversions will be locked into them, as well as their accompanying tax bills. Read more...

Found in: IRAs