The Most Overlooked Flaw In Your Retirement Plan And How To Fix It

The Most Overlooked Flaw In Your Retirement Plan And How To Fix It

    Suzy rings up another customer in a party supply store. Surrounded by bright, bouncing balloons celebrating everything from anniversaries to birthdays, Suzy scans a bag of blue plastic spoons while speaking to a friend.  Leaning across the checkout counter between...
Checklist 2020 Planning Follow Through: You Have More Work To Do

Checklist 2020 Planning Follow Through: You Have More Work To Do

    2020 estate planning was a wild ride! Throngs of wealthy Americans had their advisers assist them with all types of planning. Much of the planning was based on the fear that the Democrats would control Congress and pass harsh tax legislation. Regardless of the...
It’s Easier to Get a Tax Deduction for Donations This Year

It’s Easier to Get a Tax Deduction for Donations This Year

Under the pandemic relief program, taxpayers can deduct up to $300, even if they take the standard deduction. And even if $300 doesn’t sound like much, it’s “a big deal” to the needy. Thinking of making a donation to a charitable cause before the end of the year? This...
5 Reasons To Believe Stocks Will Gain In 2021

5 Reasons To Believe Stocks Will Gain In 2021

Michael Foster ContributorInvesting I write on high yield assets that deliver a reliable income stream. Stocks are up—and so are coronavirus cases. And right on cue, I’m hearing from plenty of investors asking if now is the time to sell and lock in their gains. No...
Jill On Money: Year end money moves to make amid COVID-19

Jill On Money: Year end money moves to make amid COVID-19

By JILL SCHELSINGER, SUCCESS TRIBUNE CONTENT AGENCY  In most years, writing a year-end column is a snap, but 2020 is not most years. As a result, I will be writing a few columns with action items to consider. Think about 2021 taxes NOW: The IRS is not likely to extend...