Please ensure Javascript is enabled for purposes of website accessibility
Skip to main content

Advertisement

Financial Focus Archive

Dec 6, 2022

Advice can help when making charitable gifts

Now that it’s the holiday season, gifts are probably on your mind – and you might intend for some of those gifts to go to charities. Although your intentions are good, you could be shortchanging both your recipients and yourself with your method of giving.
Nov 29, 2022

COLA is sweet for Social Security recipients

If you receive Social Security, you’ve probably already heard that your checks in 2023 will be bigger – considerably bigger, in fact. How can you make the best use of this extra money? Here’s what’s happening: For 2023, there’s an 8.7% cost-of-living adjustment (COLA) for Social Security benefits – the largest increase in 40 years.
Nov 21, 2022

Is a Donor-advised fund right for you?

You can find many ways to support charitable organizations. One method that’s gained popularity over the past few years is called a donor-advised fund. Should you consider it?
Nov 14, 2022

What to know about sustainable investing

You may have heard about “sustainable investing.” But if you’re not familiar with it, you may have some questions: What does it involve? Is it right for me? Can I follow a sustainable investing strategy and still get the portfolio performance I need to reach my goals?
Nov 10, 2022

Here’s your ‘recession survival’ checklist

It’s unfortunate, but recessions are a fairly normal part of the economic landscape.When a recession occurs, how might you be affected? The answer depends on your individual situation, but regardless of your circumstances, you might want to consider the items in this recession survival checklist: Assess your income stability.
Nov 1, 2022

Avoid becoming ‘burden’ on grown children

Here’s an interesting statistic: Some 72% of retirees say one of their biggest fears is becoming a burden on their families, according to a 2021 survey by Age Wave and Edward Jones.

Both before and during retirement, what steps can you take to avoid burdening your loved ones in the future?

Oct 27, 2022

Don’t overlook importance of cash

If you’re an investor, you no doubt pay a great deal of attention to your stocks, bonds and mutual funds. But you shouldn’t forget another key element of your financial strategy: cash.
Oct 25, 2022

Don’t overlook importance of cash

If you’re an investor, you no doubt pay a great deal of attention to your stocks, bonds and mutual funds. But you shouldn’t forget another key element of your financial strategy: cash.

Cash is part of any financial strategy and investment portfolio, but how much have you thought about the different uses of cash, and how much you really need?

Oct 18, 2022

Should you consolidate retirement accounts?

One of the rewards for working over several decades is the ability to contribute to tax-advantaged retirement accounts, which can help provide needed income for you when you do retire.

As the years went by, you may well have accumulated several retirement accounts, such as IRAs and 401(k)s or similar employer-sponsored plans. But you might find it advantageous to consolidate these accounts with a single provider.

Oct 11, 2022

How should you pay for short-term financial goals?

As you go through life, you will likely have long- and short-term financial goals. But how will your strategies for meeting your long-term goals differ from those needed for your short-term ones?

If you’re like most people, your biggest long-term goal is achieving a comfortable retirement. And for this goal, a common strategy is putting away money in tax-advantaged retirement vehicles, such as your 401(k) and IRA.

error: Content is protected !!