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Working Past 70: Americans Can’t Seem to Retire

Bloomberg By: Ben Steverman 7/10/2017 Summary: U.S. seniors are employed at the highest rates in 55 years. More and more Americans are spending their golden years on the job. Almost 19 percent of people 65 or older were working at least part-time in the second quarter of 2017, according to the U.S. jobs report released […]

Prepare Now To Help Your Heirs

Good news: you may outlive your investments. And if you do, whatever’s left will go to your heirs. While that may be a simple process if you leave a spouse, it could get tricky for your children or other heirs. Failing to prepare “can completely squander your legacy,” says Matthew E. Rappaport of the Sahn […]

Preparing For Retirement

We all like to fall into a routine when it comes to making monthly payments and purchases. The ability to stick to a budget is important in retirement, but there may be surprise expenses you might not have considered. For example, appliances like a washer and dryer never come to mind until the day they […]

Should You Refinance?

Perhaps you didn’t get around to refinancing your mortgage while rates were lower over the past few years. But over the summer, mortgage rates dropped again. In fact, the day after Great Britain voted itself out of the European Union, rates dropped as much as .125 percent. A primary factor in deciding whether to refinance […]

Spending Influences

Everyone has their own unique way of spending money. Even people who live in the same house or grew up under the same parental influences can turn out drastically different. Some people are minimalists while others simply like to buy stuff. A variety of factors can shape our values when it comes to spending and […]

That Time of Year – Winterize your Home

Over time, small efforts at saving can add up to big bucks. Consider these low-tech tips to help offset some of your heating costs this winter. Windows – Up to 40 percent of the heat escaping from your home is from uncovered windows.1 Use an easy-to-install window insulator kit that provides clear heat shrink window […]

U.S. Women Lagging in Leadership Roles

Although a woman was selected to be a major party’s candidate for the first time in this year’s presidential race, leadership positions are still lacking for American women in the corporate world. According to a 2016 research report by Mercer titled “When Women Thrive, Businesses Thrive,” females make up only 20 percent of executive-level positions. […]

Spending Influences

Everyone has their own unique way of spending money. Even people who live in the same house or grew up under the same parental influences can turn out drastically different. Some people are minimalists while others simply like to buy stuff. A variety of factors can shape our values when it comes to spending and […]

Estate Planning Basics

Chances are, you’re probably not spending too much time thinking about end-of-life planning. And while you may or may not be in your prime, you may have loved ones who will soon face these questions. It’s unhappy to think about, but you might be the one tasked with sorting out their affairs. Knowing the basics […]

The Pre-Retirement Bucket List

Crossing items off a bucket list is one of the things pre-retirees look forward to most. However, there are some things to check off during your working years that could make retirement even more enjoyable. If you have dreams of climbing Mount Kilimanjaro or touring Napa’s wine valley, you might consider giving something on your […]