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Payroll Tax Reduction Q&A
By Zack Alkhamis | March 11, 2020
The Trump administration has recently signaled that it's looking at temporary reduction in payroll taxes as one way it can help support the economy through any COVID-19-releated economic slowdown. Today we take a brief look at what a payroll reduction is, how it would be implemented, and what it might do. What are payroll taxes? Payroll…
Spring Clean Your Finances
As temperatures warm up, trees begin budding, and the days get longer, you probably throw open your windows and think about spring cleaning your home. As you tackle washing windows, cleaning carpets, and sorting out the garage, don't forget to consider your finances. Check out these tips to successfully spring clean your finances. 1. Reassess…
Remarriage: Altering Your Financial Plan to Meet Your Needs
By Zack Alkhamis | February 14, 2020
In previous generations, husbands traditionally handled the family finances. While this arrangement may have worked well during the husband's lifetime, the consequences of the wife's lack of involvement in the family's finances often became clear after her spouse died. Today, more women are actively directing the outcome of their personal finances, and for good reason.…
March Madness, Cinderella & Your Portfolio: You should pick investments (and teams) so you win most of your games
Sports metaphors and investing are natural pairs. A good way to look at portfolio management is the NCAA March Madness tournament. As with basketball, you should pick the top-ranked contestants, but also be flexible since things change. There are four major brackets in the tournament: East, West, Midwest and South. Think of these like the…
Why Women Need to Save More Than Men
Men and women may not be on equal footing when it comes to investing for the future. On average, women work fewer years and earn less than men, but they also tend to live longer.1 Therefore, women must focus on the concerns that are unique to them when planning for retirement. Women Don't Invest Differently…
Closer Look At February
A late month selloff in January saw the S&P 500 Index close marginally lower for the month. But stocks have taken off in February, with the S&P 500 up nearly 4% this month, as US economic data remains strong and fears over the worst-case scenarios for the coronavirus appear overblown. Historically, February has been a…
Women, Money, and Today's Retirement
By Zack Alkhamis | January 16, 2020
Despite all of the other advances made in our society in recent generations, women continue to face unique challenges when it comes to preparing for their financial futures. Recognizing the Shortfalls For starters, women on average still earn less than men, according to the Department of Labor's Bureau of Labor Statistics. And because women tend…
Women: Make a Financial Plan — the Secret of Your Success
Financial planning is more than just a good idea. Research has consistently shown that people who have financial plans — and who work with financial advisors — save and invest far more and are nearly twice as likely to feel on track or ahead of schedule in preparing for major financial goals, such as retirement.1…
Retirement Planning—Options for Women Business Owners
You're an entrepreneur and you're not looking back. You've opened your own business, whether alone or with other partners, and you've found some success. You've hired employees, or not, depending on your business and now you're thinking about retirement, not just for you, but also for any employees you may have. Many employers find that…
Enrolling in Medicare Advantage: What You Need to Know
Planning Your Distributions After Retirement
Longevity Risk and Retirement Income
Income Inequality and Its Impact on Women's Retirement
What Should Women Entrepreneurs Know About Small Business Grants?
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