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    2,161 results found

    1. 401(k) and IRA Advice Especially for Women
      For women who expect to lean heavily on their investment accounts in retirement, market volatility isn't the only concern. It's also important to help minimize the impact taxes can have on income in retirement. That means managing the funds in various types of investments and accounts -- taxable, tax-deferred and tax-f
    2. 3 Smart Places to Save Now
      With Social Security set to deplete one year earlier than expected, taxes on retirement benefits may only get worse, not better. Currently, 15% of your Social Security benefit is tax-free. For the other 85%, it all depends on your “provisional income.” So, it’s important to be able to manage your income in retirement,
    3. 3 Reasons Retirement Might Not Be as Expensive as You Think
      Retirement is expensive, and many Americans worry about running out of savings. You can minimize this risk with careful planning, but it's impossible to know precisely how much money you will need. If you find this daunting, I have good news. You may not need quite as much money as you think. Here are three factors you
    4. Women Live Longer Than Men: Here's How They Can Avoid Running Out of Money in Retirement
      The dramatic market losses stemming from COVID-19 have many investors thinking about the safety and security of their nest eggs. For women, in particular -- who are more likely to live longer and often have less money set aside for retirement than men -- the financial hit may feel especially stressful. SEE ALSO: 4 Ways
    5. How To Use Your 401(k) Funds To Start A Business
      November is National Entrepreneur Month. With studies showing 30% of new businesses are started by people above the age of 50, you might be
    6. 5 Things to Do as Your Retirement Date Approaches
      If you're among the nearly 5.6 million Americans who retire every year, here are five ways to make retirement easier.
    7. 7 Wealth Building Habits You Need To Start Now
      Your wealth can typically be managed 1 of 2 ways: Either you are building your wealth, or you are shrinking your wealth.  Each and every day, we
    8. CD Offer
      Earn 4.00% APY with a Certificate of Deposit from Old National Bank. Choose our 5-month to lock in 4.00% APY. Visit us today!
    9. How to maximize employee participation in HSA plans
      High-deductible health plans (HDHPs) not only offer employees the opportunity to save on their premium contributions, they also provide access to what are commonly touted as triple-tax-advantaged health savings accounts (HSAs). HSA users can put away money tax-free, and account distributions for eligible healthcare cos
    10. No Summer Vacation This Year? What to Do with the Money You’ve Saved
      From spring through summer this year, we’ve seen travel get disrupted by COVID-19. Some countries have even banned international travel to help contain the virus. SEE MORE COVID-19: A Once-in-a-Lifetime Chance to Change Our Spending HabitsClients at my firm who began planning dream vacations many months ago have been a