Retirement Resources

6 Steps To Create And Manage a Budget
Learn how to create a budget in six easy steps to help you reach your financial goals.
7 Steps To Manage Your Money When You Have Kids
Adding a bundle of joy to the family makes actively managing your finances even more important. Follow these seven steps to hel
Catch Up On Your Retirement Savings
It’s been one financial blow after another for many Americans over the past few years, and you may find your retirement savings
Estate Planning: Should You Create A Trust?
Trusts help define how and when you want your assets distributed after your death and can often reduce your estate taxes and the
Estate Planning: Why You Need A Will
A last will and testament tells the world how you want your assets distributed after your death—and can provide you with a voice
Estate planning: Tax Planning For Your Estate
Careful estate planning now can help reduce the amount of taxes your estate pays to the government upon your death—providing mor
Five Ways to Lower your Medicare Costs
Take advantage of programs that can help you lower your Medicare costs.
Generate income while waiting to claim Social Security
Generate income while waiting to claim Social Security
How To Choose The Right Financial Advisor
but how do you find the right advisor for your financial goals? Learn what to look for to choose the advisor right for you and
How To Select Funds For Your 401(K)
Pick the right funds from your companys 401k plan offerings.
Investing for beginners: The basics of how to invest your money
Investing doesn’t have to be complicated. Here are the basics of investing for beginners
Retirement Planning: How much do I need to save?
This article provides general estimates to help you determine how much you need to save for retirement
Retirement Planning: Investment Options
This article provides information on the most common investment options for your retirement savings.
Retirement Planning: Start the process
Retirement: estimate how much you need to save, provide tips on how to save, and help you choose your investment strategies.
Retirement Planning: Tips for saving
This article provides tips on how to save for retirement.
Retirement Savings: Is a Roth IRA conversion right for you?
Learn more about the Roth IRA conversion changes and how they might benefit your retirement savings.
Retirement savings: What is a 401(k) plan?
How does a 401(k) work? What are the benefits of having a 401(k) plan? Should it be part of your retirement plan?
Retirement savings: What is an IRA?
How does an IRA retirement plan work? What are the benefits of having an IRA? Learn more about IRAs
Selecting The Right Senior Housing For Your Parents
Learn more about in-home care, assisted living facilities and nursing homes.
Should An Annuity Be Part Of Your Retirement
Find out if an annuity should be part of your retirement savings strategy.
Should You Invest In An ETF?
Learn if ETFs are right for your investment portfolio
Should you use a home equity loan?
If you own a home and have a steady source of income, you likely can qualify for a home equity loan, also known as a second mort
Tips To Choose The Right Accountant
he right accountant can help save you money and act as a trusted financial advisor
Tips To Manage Your Money When You're Married
Follow these tips to help keep your finances as harmonious as your marriage
What Medicare Doesn't Cover
Learn what Medicare does and doesnt cover and how you can fill in the gaps of service.
Your 401(K) And Index Funds
Learn more about index funds to determine if they should be part of your 401k investment portfolio.
Your 401(K) And Target-Date Funds
Learn more about target date funds to determine if they should be part of your 401k
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Board Member Roles
Meeting3_thThe roles of an Association Board member include being a leader, a policy maker, an enforcer, an arbitrator and a strategic planner
Prevent HOA Board Member Burnout...
BurnoutsmUse these six steps to help prevent burn-out of your HOA board members
Save Money On Your Family's Technology Needs
ElectronicsthumbDo not continue to pay for any technology services at the current rates.
Health Care Reform - How Much Will It Cost and Who Will Pay?
Stethoscopepig120Reforming and running the nation's health care system may cost a trillion dollars. So, who's going to pay?

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