"The Street" Articles

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Weekend Reading: When Do Social Security Benefits Become Taxable?

According to the Social Security administration, about 56 percent of individuals will owe federal taxes on their benefits, and determining if that includes you, as well as how much you could owe, draws down to pinpointing your provisional income.

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Weekend Reading: How to Handle Unexpected Financial Shocks

The reality is, unexpected events will happen; however, preparing for them as much as possible ahead of time is where true financial confidence lies.

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Weekend Reading: What is a Retiree's Biggest Fear?

While you might expect the universal retirement fear to be running out of money, it goes beyond dollars to declining health; specifically, an Alzheimer’s diagnosis.

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Weekend Reading: Retirement Reform Bill Could Slash Taxes

In case you missed it, the U.S. House of Representatives recently passed a new retirement security bill (SECURE Act 2.0), which is a revamp of the 2019 SECURE Act that overhauled various retirement tax rules.

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Weekend Reading: Let's Bust These Five Social Security Myths

Thoroughly understanding your Social Security benefits is complicated. With the rules and regulations being far from straightforward, maximizing your filing strategy might seem difficult to navigate as well.

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Weekend Reading: Preparing for the Future: Women & Financial Planning

It is more important than ever before for women to be involved in the retirement planning process. On average, women are outliving husbands by about five years, and with that extended longevity brings unique financial and retirement challenges to be aware of.

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Weekend Reading: Rising Interest Rates and Your Investment Plan

n an effort to help combat surging inflation, you more than likely have heard the Fed’s plan to begin increasing interest rates. Many have differing views on how this will affect the current economic climate as well as market and bond returns, but it doesn’t necessarily signal bad news.

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Weekend Reading: Begin at the End: Create Your Eulogy to Envision Retirement

Creating your eulogy while you’re still alive and well does not have to feel dark or depressing. In fact, it can reveal pertinent details regarding how you think or feel about yourself, and provide clear ideas of how you want the rest of your life to look (including retirement).

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Weekend Reading: Dreading Income Tax Season? Try Income Tax Planning Instead

Some might view tax season as a once-a-year event where Uncle Sam takes an unpredictable slice of your hard-earned savings. However, in the grand scheme of your retirement, tax planning should occur throughout the year, every year.

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Weekend Reading: Retirees Should Enjoy Their Savings More, Here's How

If you have secured a retirement plan you feel confident about, it’s time to enjoy the fruits of your labor.

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Weekend Reading: Consider the Source – How to Cut Your Tax Bill

A primary part of navigating the complicated process of tax planning includes not only considering the source of your income, but also understanding how it can affect the dues you owe Uncle Sam.

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Weekend Reading: How Reliable is Inflation Data for Investors Heading into 2022?

If you’re still feeling uneasy about inflation, you’re not alone. Prices everywhere are continuing to rise, and it might seem as though there’s no end in sight. When will we see relief?