Is Financial Health a Factor in Your Overall Health? Data from a newly released Harris Poll of more than 1,000 U.S. workers suggests that a majority of pre-retirees might answer…
Could a Second SECURE Act Tweak Retirement Rules? When the Setting Every Community Up for Retirement Enhancement (SECURE) Act became law in 2019, it altered retirement plan contribution and distribution…
Pandemic Economy or Not, Some Aspire to Retire Early A new study from Hearts and Wallets, a research firm founded in 2010 to study American retirement saving and investing trends,…
Are Your Federal Income Taxes Due in May? Maybe, Maybe Not In March, the IRS announced that it was pushing the deadline for 2020 federal tax returns ahead to Monday,…
Need Cash? Avoid Tapping into Your Retirement Account Imagine if your 35-year-old self magically appeared in front of you one day and asked for a percentage of your retirement savings…
Evaluating an Opportunity for an Early Retirement The pandemic has hastened the retirement of some baby boomers, and the linked furloughs and layoffs in many industries have led others to…
To Retire, or Not to Retire? For some of us, the coronavirus pandemic has complicated the question of when to retire. As Yahoo! Finance reports, a Harris Poll study conducted…
This Year, There Is More Incentive to Givet When the Coronavirus Aid, Relief, and Economic Security (CARES) Act became law in March, it broadened charitable tax deduction opportunities. These special…
Most Americans Think They Will Work in Retirement A life of leisure? That may not be what retirement looks like for baby boomers and Gen Xers—and in fact, it may…
Are Vehicle Costs Blocking the Road to Retirement? Logically, investing tens of thousands of dollars toward retirement may make more sense than adding an equivalent amount of consumer debt here…