Expert Financial Advice

Estate Planning Simplified: Vital Tips for You

Estate planning is about ensuring your wishes are known regarding your healthcare, digital assets, and other important matters.

Secrets of Baseball: Cheapest vs. Most Expensive Teams

The Cheapest and Most Expensive Baseball Teams for Fans: This video discusses the average cost for a family of four to attend a MLB game. On average, a family will spend $180.54 on four tickets, parking, two beers, two sodas, and four hot dogs. The cost varies by location, with the Dodgers and Red Sox being the most expensive. Tickets are the most expensive part of the cost. Some stadiums offer cheap parking. Beer prices vary greatly by location.

How Wegovy's Part D Approval Will Affect Medicare Plans

Your World on Money-Credit

Your World on Money-Credit: Overwhelmed and anxious about money? Not anymore. Master money basics – from budgeting to investing, homeownership to retirement – in Your World on Money. In this episode, we discuss credit.

Credit Card Debt

Credit Card Debt: Results of a study from Northwestern Mutual on personal debt.

Managing Personal Debt

Managing Personal Debt. Results of a study on debt by Northwestern Mutual. What strategies are you using to break free of personal debt?

Surprise Capital Gain Throws Wrench in Roth IRA Contribution - What Now?

Unexpected windfall? Don't let it derail your Roth IRA plans! This Ask the Hammer episode tackles a common dilemma: what to do if a sudden capital gain pushes you above Roth IRA income limits after making a contribution.

Don't Mess Up Your HSA! Key Timing Tips for Social Security & Medicare

Don't Mess Up Your HSA! Key Timing Tips for Social Security & Medicare: Contributing to an HSA and nearing retirement? In this episode of Ask the Hammer, Jeffrey tackles the tricky timing of applying for Social Security and Medicare while keeping your HSA tax benefits.

Inheriting Your Spouse's IRA? Don't Stretch, You Might Have Better Options

Inheriting Your Spouse's IRA? Don't Stretch, You Might Have Better Options: Spouses inheriting an IRA have unique benefits compared to other beneficiaries. You may not need the "stretch IRA" strategy.

Secrets of Baseball: Cheapest vs. Most Expensive Teams

The Cheapest and Most Expensive Baseball Teams for Fans: This video discusses the average cost for a family of four to attend a MLB game. On average, a family will spend $180.54 on four tickets, parking, two beers, two sodas, and four hot dogs. The cost varies by location, with the Dodgers and Red Sox being the most expensive. Tickets are the most expensive part of the cost. Some stadiums offer cheap parking. Beer prices vary greatly by location.

Are 50¢ Medicare Part D Premiums Too Good to Be True?

Are 50¢ Medicare Part D Plans Too Good to Be True? Some Medicare Part D plans have significantly reduced their premiums for 2024, with one plan offering a shockingly low monthly cost of 50 cents.

Best Places For Singles To Retire Abroad

Highlighted destinations include Playa Coronado in Panama, known for its affordability and active community; San Miguel de Allende in Mexico, offering a rich cultural experience and lower living costs; Chiang Mai in Thailand, blending tradition with modern amenities; Madrid, Spain, famed for its vibrant lifestyle and safety; and Guanacaste Province in Costa Rica, celebrated for its natural beauty and welcoming expat communities. The article serves as a resource for retirees seeking new experiences and community connections in their retirement years abroad. For more information, readers are directed to InternationalLiving.com.

File Your Taxes Like a Pro: Must-Know Tips About Tax Forms

File Your Taxes Like a Pro: Must-Know Tips About Tax Forms: The video provides tips on important tax forms to know about before filing your 2023 taxes.

Strategies to Reduce Taxable Income

Strategies to Reduce Taxable Income : In this episode of "Ask the Hammer," Jeffrey Levine from Buckingham addressed a common concern: how to lower taxable income for the year. Levine emphasized that the best approach depends on individual circumstances. He suggested several strategies, including contributing to employer-sponsored retirement plans like 401ks or 403bs, utilizing Health Savings Accounts (HSAs), and leveraging Flexible Spending Accounts for healthcare or dependent care.

Tax Moves to Consider Before the 2017 Tax Cuts Expire

Tax Moves to Consider Before the 2017 Tax Cuts Expire - Ask The Hammer: In this segment of "Ask the Hammer," Jeffrey Levine from Buckingham discusses tax strategies in anticipation of the expiration of the 2017 tax cuts. Levine highlights that many changes in the individual income tax code, such as the higher standard deduction and the Qualified Business Income (QBI) deduction, are set to expire at the end of 2025. This expiration could lead to higher tax bills for most people in 2026.

Estate Planning Simplified: Vital Tips for You

Estate planning is about ensuring your wishes are known regarding your healthcare, digital assets, and other important matters.

How Wegovy's Part D Approval Will Affect Medicare Plans

Keeping Beneficiary Designations Up To Date

Keeping Beneficiary Designations Up To Date: Nicole Gopoian Wirick, JD, CFP® of Prosperity Wealth Strategies discusses the importance of naming and regularly reviewing beneficiary designations. Beneficiary designations control where assets like retirement accounts, life insurance policies, and bank accounts transfer upon death, overriding wills and trusts.

Bob Pisani: Goals-Based Investing

Goals-Based Investing: Bob Pisani: In this Goals-Based Investing podcast, Tony Davidow talks to Bob Pisani, Senior Market Correspondent for CNBC about his new book “Shut Up & Keep Talking.” Tony and Bob delve into how the exchange has evolved over the years, lessons learned from crashes & corrections, behavioral finance, and the rise of ETFs, among other issues.

2023 Outlook: Advisors will need an Alternative Toolbox

2023 Outlook: Advisors will need an Alternative Toolbox: Tony Davidow, CIMA and author of Goals-Based Investing, shares his thoughts on investing in 2023.

Rethinking the 60/40 Portfolio

The 60/40 allocation is considered to be a relatively conservative approach, as it provides some exposure to the potential returns of stocks while also offering a degree of safety through the more stable bond investments.