Posted on October 24, 2019
Managing finances can be struggle for those with mental issues. The Social Security system’s future is uncertain. Defined benefit plans have given way to defined contribution plans. Americans are living longer. Incidences of depression and other mental health problems in older adults are gr …
Posted on August 26, 2019
Health Savings Accounts (HSAs) might be the single most powerful tax-advantaged savings vehicle in the IRS tax code. You can deduct contributions, experience tax-deferred gains and withdraw money tax free for qualified tax expenditures.
Posted on August 13, 2019
A 529 plan is a great option for families looking to save money for their child’s education. With college tuition rising so fast – up 168 percent over the last 20 years, according to U.S. News – it’s more important than ever to plan your finances carefully. 529 plans are state-sponsored and …
Posted on July 8, 2019
A few years back, I conducted and published research in the Journal of Financial Planning that showed Americans don’t understand reverse mortgages. In fact, respondents scored below 50 percent on a 10-question true-false quiz.
Posted on June 27, 2019
With Twitter celebrating its 13th birthday next month, here are 10 tweeting RIAs that are bona fide must-follows. 7. Larry Sprung Larry Sprung has a passion for helping others, both financially and emotionally. As founder and president of Mitlin Financial, this RIA shares personal finance t …
Posted on June 24, 2019
The number of Americans prepared to meet their basic expenses in retirement has drastically declined in the last 20 years, according to research published by Boston College.