2020 by the Numbers
Increases in the amount you receive from SSA, as well as new retirement saving plan limits, mean you could be better off this year than last.
The Current State of Retirement
There's a sea change happening in how the American population is retiring. It’s shifted from most retiring in their sixties to a trend of working as long as possible.
Invest in Your Kids
Over the next two and a half decades it is said that approximately $68 trillion in U.S. wealth is expected to change hands from older generations and be in the hands of younger folks.
Retirement Strategies for Late Starters
76 million Baby Boomers are just around the corner from retirement and despite statistic, the not-so-awful news is that even for late starters there is still time to get retirement savings back on track.
SALT Tax Changes
There have been some changes to state and local tax laws and the average American might see the refund that they depend on drop to record lows.
The Benefits of Financial Literacy
More than half of Americans (56%) say they are only somewhat financially literate, while 15 percent say they're not financially literate at all.
Smart Financial Decisions
Building a healthy investment portfolio requires some well thought out strategies and a smart investment mindset. It also requires an overall smart-money lifestyle and financial literacy.
Investment Fraud in America
Older investors are a favorite target of fraudsters who focus on investments. The pursuit of seniors’ “nest eggs” is one of the fastest-growing consumer fraud issues today.