Category - Uncategorized

1
Financial Planning Advice for Single Mothers
2
The Present Doesn’t Portend the Future
3
7 Considerations for a Successful Retirement
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Social Security: Don’t Make These Three Mistakes
5
Mid-year estimated payments checkup

Financial Planning Advice for Single Mothers

WealthySingleMommy.com offers the kind of financial advice you may find elsewhere with the addition of offering attitude adjustment advice needed when you’re facing a tough situation. It is easy to panic but better to save money and explore your options:

“But being a single mom does not mean you’re destined for the welfare line, free school lunches for your kids, or living in your parents’ basement.

The first step is to convince yourself that your new life will be one that is full, joyous and financially rich.”

Emma Johnson of WealthySingleMommy.com encourages single mothers to see themselves as financially independent …

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The Present Doesn’t Portend the Future

You probably know the well worn disclaimer in the investing world, “past performance is no guarantee of future results.” It’s essentially how many investment firms wow you with statistics about their past performance, only to remind you that your future results may never match theirs. OK, fair enough, so how about present circumstances? Do they portend the future?

It’s human nature to focus more on the present than the future, which is in line with our basic instinct of survival. After all, if we don’t take care of the here and now, there may not be a future, right?

Marketing …

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7 Considerations for a Successful Retirement

When planning for retirement, thinking ahead can spell the difference between a successful retirement with enough money and a stressful one with difficult decisions that you don’t want to make. Here are 7 retirement considerations that every investor should think about:

1. Understanding Social Security

The goal of Social Security is not to get the most you can from the government in your lifetime. It is to optimize the amount you receive per month when you finally retire.

The earliest age you can start Social Security is 62. If you retire at 55 or 60, then you might want to …

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Social Security: Don’t Make These Three Mistakes

By Eve Kaplan, Certified Financial Planner ™

Social Security has been around for decades and it’s not about to disappear. Why? Social Security is not an “entitlement” (gift) – it’s a forced savings scheme that Americans pay into in their working years in order to secure a pension for life. Ideally, Social Security shouldn’t be your sole source of income in retirement but even comfortable retirees know Social Security is an important asset. Planning when and how to start Social Security benefits may seem deceptively easy but there are hundreds of options  – especially if you’re divorced or widowed. Most …

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Mid-year estimated payments checkup

estimated payments checkup calculatorAs a retiree, you may have a bit more difficulty determining if your withheld tax throughout the year is going to be enough. This is especially true in 2018, with the new tax tables and rules associated with the Tax Cuts and Jobs Act of 2017. For this reason, you may want to do a mid-year estimated payments checkup, to help ensure you’re having enough (but not too much) tax withheld.

If you’re not retired or are retired and still working part-time, you may want to check out the Mid-year withholding checkup article to help make sure you have enough

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