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Getting more than coal?

The year is coming to a close – which, for some, means holiday bonus season. If you’re lucky enough to be receiving an end-of-year bonus from your employer, you might be looking for some tips on how to make the most of it. Here are some humble holiday bonus suggestions.

New Year's Resolutions

The new year is a great time to check action items off your financial planning wish list.

Will COLA be enough to buy a cola in 2017?

The automatic cost-of-living adjustment – COLA -- for Social Security and Supplemental Security Income recipients allows their benefits to keep pace with inflation.

End-of-year tax planning

April 2017 may seem like a long way off, but in tax terms it’s already here. In order to minimize your 2016 tax bill you need to start planning now. Here are some things you can do between now and the end of the year to help make your April 18 (Tax Day 2017) a little happier.

Are You Ending 2016 Healthy, Wealthy, and Wise?

Although the year is drawing to a close, you still have time to review your finances. Pausing to reflect on the financial progress you made in 2016 and identifying adjustments for 2017 can help you start the new year stronger than ever.

The giving season: Six tips for making smart and effective charitable donations this holiday season

The holidays are a popular time for charitable donations. With so many charities to choose from, it's more important than ever to ensure that your donation is well spent.

Medicare Open Enrollment Is Now

The Medicare open enrollment period is the time during which people with Medicare can make new choices and pick plans that work best for them. Each year, Medicare plans typically change what they cost and cover.

A quick look at the presidential candidates tax proposals

Though tax policies haven't received top billing in this year's presidential election dialogue, they're still part of the conversation. Here's a quick review of each candidate's tax proposals based on information released by their campaigns.

5 Money Management Tips

While the financial planning process allows you to put plans in place for the future, it also can have immediate benefits. Take control of your financial future starting today. These five tips can help.

An investment reality check

Market volatility is alive and well in 2016. Many investors may be tempted to review their portfolios only when the markets hit a rough patch, but careful planning is essential in all economic climates.

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