Financial Choices: College, Retirement, or Both?
It’s the paramount financial conflict many families face, especially as more couples start having children later in life. Should you save for college or retirement? Learn more in this Financial Tip.
Retirement Confidence on the Rise, Survey Finds
Retirement confidence seems to have improved from record lows over the past five years, according to the 24th Annual Retirement Confidence Survey. Read more findings in this Financial Tip.
Factors to Consider When Investing for Retirement
Bil Lako, CFP® and Dr. Gene Henssler discuss the three main factors you should consider when investing for retirement, and how they are related.
15 Facts about Social Security
Social Security has grown to include several other benefits; therefore, it’s likely it will play a role in your future. Read more in this Financial Tip.
A Backdoor Into a Roth IRA
If you earn more than the income limits for a Roth IRA, it doesn’t mean you cannot take advantage of the tax-free growth a Roth IRA offers.
Saving through Your Retirement Plan at Work? Don’t Let These Five Risks Derail Your Progress
Don’t fall for these five key risks when saving to your employer-sponsored retirement plan. Read all about it in this Financial Tip.
Annual Retirement Confidence Survey
If you exclude home equity values and pension plans, more than a third of all workers have less than $1,000 in total savings and investments.
Designing a Benefit Package for Your Small Business
Employers may consider non-traditional benefits like flex schedules, job sharing, telecommuting and concierge services. Learn more in this Business Tip.
Spousal IRA Contribution
The hosts of “Money Talks” discuss a listener’s question about IRA contributions for a stay-at-home mom. The hosts explain when a spouse can contribute, how much the working spouse must make, and the potential for the contribution to be tax deductible.
Q&A Time: Spousal IRA, Ecolab, Pensions and Cemeteries
If we haven’t found the Fountain of Youth, are cemeteries a good investment?