On the road to retirement, be on the lookout for hazards that can hamper your progress. Here are five potential risks that can slow you down.
Traditionally, tipping has been a way to reward workers for providing good service. But the norms around tipping are changing, and if you've recently felt more pressure to tip, you're not alone.
Growing up as the youngest of four siblings in central New York, I was immersed in the simplicity and beauty of small-town life. Weekends were all about getting outdoors, playing sports, and spending time with family and friends. Whether we were hiking in the woods, riding bikes, sitting around a campfire, or casting lines in the nearby lake, there was always something fun to do. These experiences are valued parts of my upbringing and have shaped who I am today.
Most of us are drowning in stuff. Nearly 25% of people with two-car garages don’t have room to park cars inside, according to a 2012 Department of Energy survey, and 9.5% of all U.S. households rent a self-storage unit, according to 2019 data from the Self Storage Association.
Financial tradeoffs, interest rates and the importance of having an emergency fund: Our current economic circumstances are full of teachable moments we can and should share with our children. After all, they’re probably not learning these topics in school. Only 1 in 6 students will be required to take a personal finance course before earning a high school diploma, according to nonprofit Next Gen Personal Finance.
More than 338,000 Americans relocated for retirement last year – a 44% increase from 2022 – and about a quarter of those retirees moved to a different state. According to the online moving-services marketplace Hire A Helper’s latest annual report, Florida is the number one destination for retirees, claiming 11% of movers across state lines. South Carolina comes in at a close second and New Jersey third, with Texas and Washington rounding out the top five. Let’s explore what’s drawing retirees to these destinations.
Timing discussions around money while clearly communicating your financial values with heirs can be tricky.
You may already be asking yourself: How will I help them understand this is more about passing on a legacy than money? What financial knowledge and decision-making skills do my heirs currently have? Will my family understand the importance of charitable giving as much as I do?
You’ve worked long and hard to build your estate. Don’t let blunders keep your wishes from being carried out and leave your family – and wealth – in the lurch. Here are a few lessons to keep in mind.
To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Inside this digital issue, you'll find the latest news and updates from our team, details about our 2024 events, and insightful articles. Explore how we're making a positive impact in the communities we serve, and be sure not to miss the recipe for Nutella cruffins!
