Personal Finance – End-of-the-Year Checklist

[youtube https://www.youtube.com/watch?v=1ndjTImEGjU]Take some time at the end of the year to focus on your finances. Whether your goals are to reduce taxes, or to simply focus more on retirement, now is a great time to get yourself prepared for next year. Here are some places to start: Look over your finances. Make sure you are aware [...]

HSA + 401(k): Plan for a Healthy Retirement

[youtube https://www.youtube.com/watch?v=Y22JUmL5-o8] A well-known, common retirement savings vehicle is the 401(k). This account allows future retirees to set aside money in a tax-advantaged way to pay for expenses in retirement. But will this 401(k) be enough for most people to pay for retirement PLUS their healthcare expenses? Enter the HSA, or Health Savings Account. Sure, you [...]

How to budget for holiday shopping

[youtube https://www.youtube.com/watch?v=DSp01TFJVA8] It’s really amazing how so many people handle their finances with discipline for most of the year, only to let things completely fall apart when the holidays arrive. Part of the reason is that we spend a lot more time in stores during these months. During the holidays, shopping becomes almost recreational, where you [...]

How to Find a Job When You’re Retired

[youtube https://www.youtube.com/watch?v=o0tGWdJz0jE]Looking for a job is a job in and of itself. But as we age, it is often assumed that finding a job gets even harder. This may be true if you are trying to complete with a younger demographic looking for a job with the same criteria. But what if retirees, or those close [...]

IdentityTheft.gov Helps You Report and Recover from Identity Theft

[youtube https://www.youtube.com/watch?v=0GGDKL7TVPo]Today’s world is more connected than ever. While this is generally a good thing, it also increases the likelihood that your personal information can end up in someone else’s hands, which can lead to identity theft. The first signs of identity theft can be subtle, or they can be blatantly obvious. You may notice an [...]

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