Retirement Income Checklist
Like many people, you may dream of the day when you can stop working and enjoy a comfortable retirement. This checklist provides key questions to consider so that you can make
Retirement Planning Resources
Disasters and Emergencies: How to Prepare and How to Respond
Preparing for Emergencies Insurance Check your current homeowner’s or renter’s insurance to see what your policy covers. Most homeowner’s insurance does not cover any damages caused by flooding, but flood insurance
Financial Documents: What to Keep and What to Toss
Keep these financial documents in a box or file cabinet at home: The last 7 years of your tax returns (state and federal) With each year’s tax return, keep: W-2 forms
What You Need to Know About the Earned Income Tax Credit
The Earned Income Tax Credit (EITC) is one of the most beneficial tax policies for low-income families. It is a refundable federal income tax credit for individuals and families who work
Retirement Plans for Small Businesses
There are options for small businesses that want to set up a retirement plan for their employees. Employer and employee contributions to retirement plans are generally tax-deductible. Two plans are specifically
Forgot to Plan? Make Aging in Place Your Plan
The Key to Living Longer and Independently When planning for retirement, most people focus on how much money they need to save, but forget that in the later years we often
Veterans Benefits: What They Are and Tips on Getting What You Deserve
Veterans’ Benefits Administration: The Veterans’ Benefits Administration (VBA) provides an integrated program of veterans’ benefits. These include compensation for service-connected disabilities, pensions for war-time veterans with non-service connected disabilities who meet
Disability Facts and Resource Guide
Most Americans know someone with a disability, but few are aware that disability could affect them at any point in their lives. Though some disabilities exist from birth, others, such as
Basic Finances for Small Businesses: A Resource Guide
More and more women have become successful in launching and growing their own companies. Small businesses owned by women is growing 50% faster than the total number of small businesses, according
Variable Annuities: One Size Does Not Fit All
Are you trying to decide whether it’s a good deal to buy a variable annuity? The reality is that while variable annuities can be beneficial to some long-term investors, in many