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Tips for Creating a Budget and Paying Off Credit Card Debt

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Creating a Budget It’s a common problem for many individuals — wondering exactly where your paycheck goes each month. After paying expenses, such as your mortgage, utilities, and credit card bills, you may find little left to put toward anything else. Creating a budget is the first key to successfully manage your finances. Knowing exactly …

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Should You Consider a Wellness Program for Employees?

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Are employer wellness programs worth the investment? A review of some of the key studies examining the topic seems to indicate that such programs may indeed bring a variety of organizational benefits, depending on overall objectives and program design. Focusing only on return on investment (ROI) results, however, could provide too narrow a view of …

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DC Circuit Dismisses NAFA Appeal of the Fiduciary Rule

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The U.S. Court of Appeals for the District of Columbia Circuit has officially dismissed the National Association for Fixed Annuities’ appeal of a lower court decision upholding the Labor Department’s fiduciary rule. In March, NAFA and the Labor Department agreed to a voluntary dismissal of the appeal, after the 5th Circuit Court of Appeals issued …

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The Standard and Itemized Deductions After Tax Reform

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The Tax Cut and Jobs Act substantially increased the standard deduction amounts for 2018 to 2025. It also eliminated or restricted many itemized deductions for those years. You can generally choose to take the standard deduction or to itemize deductions. As a result of the changes, far fewer taxpayers will be able to reduce their …

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Four Points to Consider When Setting a Retirement Income Goal

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No matter what your age or stage of life, targeting a goal for monthly retirement income can seem like a daunting task. Following are four considerations to help you get started. 1. When do you plan to retire? The first question to ponder is your anticipated retirement age. Many people base their target retirement date …

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