Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them. Why, exactly? Donating...

Estate Planning is for Every Adult

Estate Planning: Part 1 This is a special contribution written for American Retirement Education by attorney Michael Roberts*. This article is the first in a series of articles that will focus on Estate Planning. As the famous saying goes, “Nothing is certain, except...

FAQs About the 2020 Stimulus Checks

Answers to some frequently asked questions. The federal government is providing a little economic relief to many taxpayers. The Internal Revenue Service is sending millions of Economic Impact Payments – or as they are commonly called, stimulus checks – to households....

How Women Can Prepare For Retirement

A practical financial checklist for the future.  When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security Administration estimates that today’s average 65-year-old woman will live...

Insurance Needs for Empty Nesters and Retirees

Thinking about coverage as you enter a new phase. With the children now out of the house, financial priorities become more focused on preparing for retirement. At this stage, you may very likely be at the height of your earning power and fast approaching peak savings...