Page 3 - Peg Webb News Today

You want to be sure your retirement savings will help you maintain your lifestyle during a retirement that could last 20 or 30 years or more.

The “Three A’s” of “Amount, account and asset mix” are critical factors when saving for retirement.

Too few Americans understand how to create a budget, manage a credit card, or save and invest for major goals such as a first home or retirement.

It’s helpful to think of Social Security as one leg of a three-legged stool. Your workplace and individual savings are the other two; they will be responsible for funding a much greater share of the income you’ll need to sustain a comfortable retirement.

Taxes are due on April 18. Turns out April is also a good month to become more aware of the various types of risk around you. How can you do more to be financially successful? Here are some tips.

This week’s article focuses on the central questions of estate planning, and in particular, whether you need to have both a will (yes!) and a trust (maybe).

Choosing a financial adviser for either investment skill or financial planning capabilities may not be enough.

Preparing for a successful retirement outcome depends on a number of factors, some of which you can control, and some you can’t.

Whether you do your taxes yourself or hire a professional, make sure you have all the information you need to complete your return, including supporting documentation to claim deductions and credits.

Pick one or two financial wellness goals and work on them at your pace. Soon you’ll develop confidence in your ability to achieve the financial success you’ve always wanted.