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1. Leveraging the Tax Code to Minimize Your Tax Liabilities
   As we head toward March, one of most dreaded times of the year approaches: tax season.
2. Optimize Your Bonus By Investing Smart
   Utilize your bonus to pad your retirement account.
3. 5 Ways Your Home Can Boost Your Cash Flow
   There is one area where many retirees have a big advantage over their younger peers: access to a big, golden nest egg in the form of their home.
4. 3 Estate Planning Documents Every Parent Needs
   Even when you're young, childless, and don't have many assets, you need to do some basic estate planning. But estate planning takes on a new urgency
5. How to make an impact with Qualified Charitable Distributions
   How to make an impact with Qualified Charitable Distributions   Helping others is a noble aspiration, and it doesn’t need to be confined to your
6. How the Coronavirus Crisis Might Affect Your 401(k) Benefits
   The next time a global pandemic rolls around, at least we'll know what to expect. The effort to contain COVID-19 in the U. S. has changed how we work, shop, exercise, and socialize. Even our long-term savings habits might be disrupted as employers look to optimize 401(k) benefits to conserve their own cash. According t
7. It’s Never Too Late to Start Saving for Retirement: A Guide by Ben Joergens, Financial Empowerment Director
   Start Saving for Retirement: A Guide Financial Empowerment Director, Old National Bank
8. Key to employee retention: build your own benefit plans
   Customization is the key to building a benefits package that appeals to all ages, according to the CEO of a national benefits advisory firm. Five generations are currently working side by side in the U. S. workforce, and that’s unlikely to change in coming years. The Bureau of Labor Statistics projects that a quarter o
9. Plan to Retire Even If You Don't Plan to Retire
   Photo: Huy Phan (Unsplash) If you’re one of the people who has decided to solve the retirement problem by “working for as long as possible,” it’s time to ask yourself what might happen if your working days end sooner than anticipated. As the New York Times reports: Many Americans understand that working longer can be
10. Fixed Income Fund Flows Dominant Over Equities Amid Recession Threat
    Courtesy of ZeroHedge View original post here. Fund flows into taxable bond funds and ETFs continue to trump equity funds and ETFs into the late year, reported Lipper Alpha Insight. Investors are preparing for a further deceleration in the US economy by plowing more than $262.1 billion into taxable bond funds (includin