Articles written by Jennifer Palakiko

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When should you take Social Security?

One of your important sources of retirement income will likely be Social Security - but when should...

 

How can women bridge the retirement gap?

March 8 is International Women's Day, a day for celebrating all the accomplishments of women around...

 

How would you handle forced early retirement?

When you plan to retire at a certain age, you can follow a strategy that incorporates your...

 

Time: a key element of investing

Who knows where the time goes? We've reached the end of another year, so it's appropriate to reflect...

 

Can life insurance provide retirement income?

If your children are grown and your mortgage is paid off, do you still need to carry life...

 

Can you make charitable giving less 'taxing'?

Once again, it's the season of generosity. In addition to considering gifts for your loved ones,...

 

Don't leave your IRA to the IRS

If you've invested in an IRA for many decades, it may well turn into a key source of income for your...

 

What to know about HSAs and FSAs

Paying for health care can be challenging - but are you taking full advantage of all the resources a...

 

How will you exit your business?

If you own a business, you've always got a lot on your mind. But no matter how busy you are today,...

 

Take steps to prepare for a long retirement

How long will you live? Of course, your longevity is somewhat unpredictable. But it may be a good...

 

Retirees: Talk finances with your grown children

When you're retired, you'll likely have some financial concerns - just like all retirees. However,...

 

Biggest threats to a comfortable retirement?

If you save and invest for decades, you'd like to know you can retire without financial worries....

 

Can you benefit from a 529 plan?

Another school year is coming to a close. And if you have young children, they're now a year closer...

 

401(k) door opens for small-business owners

Are you a business owner who has wanted to offer a retirement plan to your employees, but you've...

 

Should investors 'go it alone'?

If you're going to enjoy a comfortable retirement, you should know, among other things, how much mon...

 

Could you cope with long-term care costs?

We all want to stay healthy and live independently throughout our retirement years. Unfortunately,...

 

Advice can help when making charitable gifts

Now that it's the holiday season, gifts are probably on your mind – and you might intend for some o...

 

COLA is sweet for Social Security recipients

If you receive Social Security, you've probably already heard that your checks in 2023 will be...

 

Is a donor-advised fund right for you?

You can find many ways to support charitable organizations. One method that's gained popularity...

 

When should you adjust your investment mix?

There are no shortcuts to investment success – you need to establish a long-term strategy and s...

 

Should you stick with index-based investments?

You may have heard that you can simplify your investment strategy just by owning index-based or pass...

 

529 plans: underused but valuable

In just a few weeks, students will be heading off to college – and parents will be getting out t...

 

How should you respond to a bear market?

So far, 2022 has not been a good year for investors. In fact, we're moving into bear market territor...

 

Crypto: investment or speculation?

With cryptocurrencies so much in the news, you might be wondering if you should invest in them. But...

 

Should you make extra mortgage payments?

You might enjoy owning your home – but the mortgage? Not so much. In fact, you might want to do e...

 

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