Tag Archives: financial planning

Get a “Money Buddy”

By Ellie Kay, Retirement Expert Many people would rather babysit teething triplets than set up a spending plan for their monthly income. But paying attention to the details in all areas of our finances can mean the difference between financial … Continue reading

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Note to the Sandwich Generation: Plan ahead to support family members

New research from Merrill Lynch and research firm Age Wave finds that baby boomers are experiencing and fulfilling increasing demands on their time and finances from both adult children and their aging parents. In fact, six in 10 Americans past … Continue reading

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What do your favorite celebrity finance experts think about indexed annuities?

In a recent article in the New York Times, Jean Chatzky, the financial editor for NBC’s Today Show, offered some insight into how deferred annuity products like indexed annuities are poised to make a difference in the financial future of … Continue reading

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Increasing the Debt Ceiling Impacts You Now … and Later

In the aftermath of the first government shutdown in 17 years, economists are bandying about a number of staggering figures to show the obscene cost government inaction will costs its taxpaying citizenry. An estimated $300 million per week in losses … Continue reading

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Half-Price Living

Could you live on just half of your current household income? I’ve posed this question to hundreds of families and overall they say learning to live on less could be the ticket to achieving some of their biggest goals, like having one parent stay home with children, or bolstering their savings to pay off consumer debt. Continue reading

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Red, White & Scammed: Q&A with Personal Finance Expert Ellie Kay

In today’s video blog, Ellie Kay answers your questions about whether some of the “opportunities” available to American consumers are in fact a good deal or just fiction. Continue reading

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Jaw Dropping Dow

Unless you’ve been living under a rock for the past few days, it would be hard to miss the volatility the market has been experiencing lately.  In fact, with the Dow Jones shedding more than 350 points and the S&P … Continue reading

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New Study Shows Retirement Goals are Shifting

When it comes to retirement, what is most important to you? If you are like nearly nine in ten Americans, “saving enough to have financial peace of mind” trumps “accumulating as much wealth as possible” as the most important financial … Continue reading

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Preparing for Escalating Healthcare Costs in Retirement

A recent Associated Press article reported that the average retired couple is facing $220,000 in medical bills during retirement. If that number astounds you, you are not alone. Continue reading

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