Financial Articles

Converting Savings to Retirement Income

July 12, 2017

During your working years, you’ve probably set aside funds in retirement accounts such as IRAs, 401(k)s, or other workplace savings plans, as well as in taxable accounts. Your challenge during retirement is to convert those savings into an ongoing income stream that will provide adequate income throughout your retirement years.

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Estimating Your Retirement Income Needs

May 24, 2017

You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you’ll need to fund your retirement. That’s not as easy as it sounds, because retirement planning is not an exact science. Your specific needs depend on your goals and many other factors….

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After the Military: Tips for Your Financial Transition to Civilian Life

May 18, 2017

A drawdown is looming. You’re separating at the end of active service. You’ve decided to retire after a long career. No matter why you’re leaving the military, a big part of preparing for your civilian life is taking steps to proactively address the financial issues you might face. Here are some tips to help ease the transition…

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Qualifying for the Home Office Deduction

May 10, 2017

Working from home can certainly provide you with personal benefits, such as a flexible schedule and more family time. But increasing numbers of people are discovering the tax advantages as well…

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Staying on Track with Your Retirement Investments

April 30, 2017

Investing for your retirement isn’t about getting rich quick. More often, it’s about having a game plan that you can live with over a long time. You wouldn’t expect to be able to play the piano without learning the basics and practicing…

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How Student Loans Impact Your Credit

April 25, 2017

If you’ve finished college within the last few years, chances are you’re paying off your student loans. What happens with your student loans now that they’ve entered repayment status will have a significant impact–positive or negative–on your credit history and credit score…

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