Whether or not you suffered losses in the wildfires of the last few years, all of us have been deeply impacted by this tragedy. From housing evacuees, to donating time, money and goods — to raking through the ashes of one’s former home in search of anything to salvage — each of us has experienced […]
Read More… from Financial First Aid: Preparing Now for Peace of Mind Later
In many ways, I was blessed with parents who aged well. My father passed away recently, but they both celebrated their 90th birthdays last year and lived active and independent lives. But the time of real cognitive and physical decline did finally befall them. My father had been in a bad accident and spent over […]
Read More… from Aging Parents: How to Support Independence as a Family
In light of the increasing number of cyber attacks and data breaches in today’s technology-driven world, it is a good idea to always be mindful of protecting your own personal information when communicating via email or accessing financial websites. To this end, we have assembled the following list of tips to help minimize your risk […]
If you are within 20 years of retiring, now is the time to start planning so that you can make more informed decisions about your future and be financially and emotionally prepared for one of life’s biggest transitions. Though individual situations vary, these basic recommendations should be considered by anyone preparing for retirement. The sooner […]
Read More… from Preparing for a Successful Retirement: Start Now
What can you do in 2019 to get ahead financially? These five smart money moves will put you on the fast track to strengthen your financial profile. Try any of these best practices or take on the entire list. Either way, you’ll be that much ahead when 2020 rolls around. Review those plans! A fresh […]
Social Security is a significant source of income for many of us these days. Given the added annual cost-of-living increase (COLA), it has become a keystone to a successful retirement. Because many people are not aware of some of the lesser-known nuances of this benefit, here are some tips to help you get the most […]
Will you be able to maintain your lifestyle after retiring? According to research, significant numbers of working families are “at risk” of failing to maintain their standard of living once they stop working. Decades ago, most employees put in the required years of service to achieve their desired income goal and collect a check in […]
We are writing to share some information with you about the Equifax security breach, how your assets are protected at TD Ameritrade, and what you can do to protect yourself. Your accounts at TD Ameritrade are protected by the TD Ameritrade Asset Protection Guarantee program. The Asset Protection Guarantee means TD will reimburse you any […]
Read More… from Equifax Security Breach – What You Need to Know
Originally published in the North Bay Business Journal. The average American spends 45 years or 90,000 hours working. She typically spends about half that time — 20 years or more — retired. Yet planning for retirement is often overlooked or put off until it’s too late to adequately prepare. How ready for retirement are you? […]
Read More… from How to Maximize Social Security Benefits for Your Retirement
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