Your Retirement Handbook

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Corrction

Keeping This Correction in Perspective

  Are you upset by what is happening on Wall Street? It may help to see this pullback within a big-picture context. Corrections have become so rare as of late that when one occurs, emotion threatens to influence investment decisions. So far, February has been a rough month for equities. At the close on February
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Tax deductions

Tax Deductions Gone in 2018

  Are the days of itemizing over? Not quite, but now that H.R. 1 (popularly called the Tax Cuts & Jobs Act) is the law, all kinds of itemized federal tax deductions have vanished. Early drafts of H.R. 1 left only two itemized deductions in the Internal Revenue Code – one for home loan interest,
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Emergency fund

What Do You Have in Reserve for 2018?

  How much does the average American household have in the bank? Estimates vary, but the short answer to this question is “not enough.” Last year, a GoBankingRates poll discovered that 57% of U.S. households had less than $1,000 in deposit accounts (although, 25% reported having at least $10,000). A 2017 analysis from Moebs Services,
  You have a chance to manage your money better than previous generations have. Some crucial financial steps may help you do just that. Live below your means and refrain from living on margin. How much do you save per month? Generations ago, Americans routinely saved 10% or more of what they made, either depositing
year end financial checklist

Your Year-End Financial Checklist – 2017

  The end of a year makes us think about last-minute things we need to address and good habits we want to start keeping. To that end, here are seven aspects of your financial life to think about as this year leads into the next. Your investments. Review your approach to investing and make sure
Charitable Gifting

Year-End Charitable Gifting

  Are you making charitable donations this holiday season? If so, you should know about some of the financial “fine print” involved, as the right moves could potentially bring more of a benefit to the charity and to you. To deduct charitable donations, you must itemize them on I.R.S. Schedule A. So, you need to
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