Finances

Finances

April is Women’s Financial Literacy Month

April is Women’s Financial Literacy Month

  How is your financial IQ? According to the Financial Finesse study women are not quite as smart as we should be when it comes to our finances. Check out this handy Financial Literacy Guide to help you improve your knowledge. Women’s Financial Literacy Guide 2014 –

by × April 4, 2014 × 0 comments

Finances, Retirement

Inheriting a Retirement Account

Inheriting a Retirement Account

Inheriting a retirement account can feel like winning the lottery. That’s the good news. The bad news is that not following the hard-and-fast rules governing inherited retirement accounts can result in much of that windfall going to the taxman. “The rules are hard-and-fast, and they must be followed to the [...]

by × March 15, 2014 × 0 comments

Finances, Retirement

5 Tax Planning Strategies for Retirees in 2014

5 Tax Planning Strategies for Retirees in 2014

    If you have recently finished filing your 2013 tax return, the last thing you probably want to think about is your 2014 return. But many experts say that now is actually a good time for retirees to get a jumpstart on their 2014 taxes. Here are five areas [...]

by × March 15, 2014 × 0 comments

Finances, Retirement

Five Ways to Power Up a Life Insurance Generator

Five Ways to Power Up a Life Insurance Generator

In the aftermath of Hurricane Sandy in 2012, thousands of people in the Northeast were without power for weeks, if not months. If you ask those who had the foresight to purchase a generator before the storm hit, many of them will probably tell you it was one of the [...]

by × February 26, 2014 × 0 comments

Finances, Retirement

Review the Safety of Your Pension Plan

by × February 1, 2014 × 0 comments

Finances

ATM Skimming Scam Protection Tips

David Lerner Associates: ATM Scam Protection Tips from David Lerner Associates

by × January 20, 2014 × 0 comments