Posts by Carolann

April is Financial Literacy Month, making it the perfect time to examine our financial knowledge base, starting with the basic question: What does it mean to be financially literate? It’s…

Since April is often considered ‘tax month,’ I thought I would share a few tax charts that I found interesting. One of the opinions I’ve heard a lot in recent…

Spring is a good time to organize your finances, clean up debt and credit issues, consolidate old accounts and develop good habits to work toward your goals. Do you have…

Are you tired of adjusting your clocks twice a year? Daylight saving time has been a subject of debate for decades, and while nothing has been decided yet, several recent…

This month, I thought I would begin to share my thoughts on the upcoming election. No, I am going to predict who is going to win. I also won’t attempt…

In the vast landscape of American demographics, 2024 marks a pivotal moment – the arrival of Peak 65. With record numbers of baby boomers reaching this milestone, the retirement system…

When it comes to retirement planning, all of us want to know we have enough money saved and how to make it last. We also want to feel confident that…

RMDs are crucial for retirement account owners age 73 and older Some qualified retirement account owners are surprised that the IRS requires them to take a certain amount from their accounts each…