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Working Longer Better Than Saving More For Retirement Late In Career

Workers trying to better prepare for retirement might want to reconsider how long they work before they finally cash in their chips rather than just boosting their savings rate. They’ll have more of them to cash in if they do the former rather than the latter. Those are among the findings of a new paper …

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Business Owners: Should You Consider a Wellness Program for Your Employees?

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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Settling an Estate: Executors Inherit Important Title

Being named as the executor of a family member’s estate is generally an honor. It means that person has been chosen to handle the financial affairs of the deceased individual and is trusted to help carry out his or her wishes. Settling an estate, however, can be a difficult and time-consuming job that could take …

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Four Tips for Downsizing in Retirement

Going through years of accumulated possessions and memories is probably not how you envisioned spending part of your retirement. It may sound like a daunting and emotionally draining task, but downsizing could be a savvy financial move, especially if you haven’t reached your retirement savings goals. 1. Set goals for downsizing Before you make any …

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Due Date Approaches for 2017 Federal Income Tax Returns

Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together — that includes getting your hands on a copy of your 2016 tax return and gathering W-2s, 1099s, and deduction records. You’ll need these records whether you’re preparing your own return or paying someone else to …

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