7 tax-advantaged accounts every real estate agent needs to consider

You have myriad options to be saving for your future financial success. Certified Financial Planner Jordan Curnutt tells you how to maximize the potential of your investments. Continue reading

How to Invest Safely During COVID-19

In challenging times like these, the topic of investing wisely can seem somewhat unimportant. But while your physical and mental health are clearly paramount, you’ll also want to take good care of your finances. That’s why two personal finance experts … Continue reading

COVID-19 and Your Money: Tips From Experts

Chances are, the coronavirus has upped your worries about your personal finances. And if you’re nearing, or in, retirement, the pandemic-triggered stock market plunge may be making you especially upset. So, my two Friends Talk Money podcast co-hosts an… Continue reading

Ways to Bolster Your Finances Due to the Coronavirus

The coronavirus outbreak, we know, is a health crisis and a national economic crisis. It’s also, for many Americans, a personal-finance crisis. Many of us, especially those in our 50s or 60s, are now very worried about our money due to the pandemic. Th… Continue reading

3 Ways the COVID-19 Stimulus Law May Help Your Financial Problems

In normal times, it’s not wise to dip into your retirement savings for purposes other than retirement. But the coronavirus pandemic has made this anything but normal times, and you may be desperate for cash. So, you’ll want to know about retirement-pla… Continue reading

Your 2020 Personal Finance Calendar To-Do List

The start of a new year is when many of us ask ourselves what lies ahead personally, professionally and financially. We happily hang a colorful 2020 calendar, jot down birthdays, upcoming vacations, and other future events. My guess is, however, you do… Continue reading

6 Ways the SECURE Act May Impact Your Retirement

The new Setting Every Community Up For Retirement Enhancement (SECURE) Act, just signed by President Trump, is the broadest piece of retirement legislation passed in 13 years. Ultimately, the law focuses on retirement planning in three key areas: 1) mo… Continue reading

Finally: A Push to Help Americans Save for Emergencies

For six years running, the Federal Reserve has found that roughly 40% of U.S. households would have difficulty coping with a $400 unexpected expense. A financial emergency would hit people 50 and older especially hard; AARP recently found that 51% of A… Continue reading

401(k) Early Withdrawals Will Be Easier: Be Careful!

Taking money out of your employer’s 401(k) plan while you’re still on its payroll is about to get easier. The federal government’s new rules about “economic hardship” withdrawals from retirement savings plans like 401(k)s go into effect in January 2020… Continue reading

Tips for Couples to Manage Their 401(k) Plans

You may have a 401(k) retirement plan at work and if you are married or have a partner, your one-and-only may have one, too. But have the two of you sat down to review the plans together and see if the combined investments make sense as a whole? Chance… Continue reading