Fear dissuades some people from sticking with a long-term financial strategy and discourages other people from developing one. Patience and

With a clear understanding of where she stands, financially, a widow may evaluate her investment and wealth management options and take step

You have a chance to manage your money better than previous generations have. Some crucial financial steps may help you do just that. Avoid

You Will Probably Pay More for Medicare in 2018. Was your monthly Medicare Part B premium less than $110 in 2017? This year, you may pay con

Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns year after year. If you so

What financial, business, or life priorities do you need to address for 2018? Now is a good time to think about the investing, saving, or bu

If you have children, at some point they may discern how wealthy you are – and in turn, learn how “rich” they are. How will you handle that

You might be surprised how many people have financial documents scattered all over the house – on the kitchen table, underneath old newspape

Debit card data theft has surged lately. According to FICO’s Card Alert Service, the number of businesses or ATM locations where debit cards

What do your retirement plan participants wish you would offer? The answer could be “a little more help.” When workers have money issues in

Have you been affected? If so, how can you try to protect yourself? On September 7, credit reporting agency Equifax dropped a consumer...

Identity theft hit 15.4 million Americans last year. Perhaps it hit you. You know you have been victimized when you get that courtesy call o

Are you one of those baby boomers (or Gen Xers) who believes he or she can work past 65? Some pre-retirees are basing their entire retiremen

Some young adults manage to acquire a fair amount of financial literacy. In the classroom or the workplace, they learn a great deal about fi

Financially, Generation Y is often criticized for being risk averse & unaware. Is this truth, or is it fiction? In some instances, pure

How much will your family end up paying for college? Your household’s income may have less influence than you think – and some private colle

The rich are more likely to be audited – and so are the poor. After all, an audit of a wealthy taxpayer could result in a “big score” for th

TransUnion recently surveyed baby boomers and discovered that nearly half thought their credit scores would become less important after they

Insurance matters more in retirement planning than you may think. It is seldom “top of mind” in retirement planning conversations, but the r

A sale of income property incurs either a capital gain or loss. If you profit from the sale of income property, that profit is considered fu