Category: Financial Planning

  • Updating retirement enhancement laws

    Dave Sandstrom shares some important federal revisions to recent retirement account legislation. […]

  • Get started on year-end investment moves

    A midyear Money Talk Podcast offers tips on preparing for year-end moves that can benefit investors. […]

  • Guarding wealth against elusive decline

    By Joel Dresang Researchers have found that many investors fear mishandling their wealth amid the cognitive deterioration that accompanies old age. And while a seemingly easy solution is to designate someone you trust to take control for you before you lose it, like King Lear, the tricky point is timing. […]

  • Heaven can wait: Early inheritance

    By Joel Dresang Another reason for investors to plan ahead is to figure out if they can afford “giving while living” – passing along inheritances in advance of death. […]

  • Staying alert to fraudster red flags

    “The next morning, the client called back to ask what was going on. She had no idea her email had been compromised and had definitely not requested the funds.” […]

  • Like pulling teeth: Scrutinize your bills

    By Joel Dresang I’ll spare you the details of my misadventures with dental billing. The bottom line: Review your account statements regularly, and speak up about anything amiss. Considering all your effort to earn, save and invest money, you owe it to yourself to scrutinize how it’s spent. […]

  • Gratitude is an enriching attitude

    By Joel Dresang Research attests that gratitude can help us be healthier, calmer, better rested, more accomplished — even richer. […]

  • Inflation can cut both ways for retirees

    By Joel Dresang The good news about the highest inflation in 40 years is generous benefits boosts to retirees and those saving for retirement. Both Social Security and the IRS are adjusting allowances in 2023 that should help tens of millions of Americans. […]

  • Plan now for year-end investment moves

    A special Money Talk Podcast explores how investors can help themselves now with year-end transactions and paperwork by having conversations with their advisors about such concerns as capital gains and losses, charitable giving and estate planning. […]

  • Unretirement: Part of retirement planning

    By Joel Dresang In 2008, I was asked to write an essay for what was to be a sort of retirement keepsake. The book was to celebrate Brett Favre, the Green Bay Packers quarterback, who had just retired after 17 seasons. But of course, then Favre unretired. […]