End-of-the-Year Money Moves Here are some things you might want to do before saying goodbye to 2015. What has changed for you in 2015? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or professional …
Protecting Yourself Against Cyberattacks How vulnerable is your data? 25% of Americans were cyberhacked between March 2014 and March 2015. The American Institute of CPAs announced that alarming discovery in April, publishing the results of a survey conducted by Harris Poll. Disturbing? Certainly, but the instances of pre-retirees being victimized were even greater – …
The U.S. Savings Bond Tax Trap Open that safe deposit box. See if your bond has matured. Did you buy U.S. Savings Bonds decades ago? Or did your parents or grandparents purchase some for you? If so, take a look at them before April 15 rolls around. Your bonds may have matured. That …
Getting It All Together for Retirement Where is everything? Time to organize and centralize your documents. Before retirement begins, gather what you need. Put as much documentation as you can in one place, for you and those you love. It could be a password-protected online vault; it could be a file cabinet; it could …
The Big Economic Mystery of 2015 If the economy is healthy, why are retail sales so poor? Retail sales have been flat or negative for four out of the past five months. Even though households are saving an average of $50 a month on gasoline compared to a year ago, that savings has not …
