Tax Credits and Deductions for Caregivers By: Stacey Nickens Caring for an elderly relative can be both rewarding and challenging. Spending extra time with a loved one may come with significant expenses, including care expenses. If you are responsible for financially caring for an elderly relative, you may be able to claim one of [...]
The Bucket Approach to Retirement Savings By: Stacey Nickens When my children were young, we used to go apple picking every fall. Sometimes we would even drive all the way to rural Illinois to enjoy some fresh apples, homemade apple butter, and homemade apple pie. Of course, there are so many types of apples. It [...]
Learning from the Household Net Worth Report By: Stacey Nickens The net worth of U.S. households and nonprofits climbed 6.8% between the first and second quarter in 2020. At $118.96 trillion, the net worth of households and nonprofits in the second quarter already exceeded pre-pandemic levels. Aside from highlighting the economy's rate of recovery, the [...]
Positions I'm Watching: Healthy Companies with Strong Fundamentals By: Stacey Nickens Throughout market ups and downs, I remain focused on companies with strong fundamentals. These include companies with healthy revenue streams, strong potential for growth, and good dividend payments. Along those lines, this September, I'll be watching positions in companies such as Logitech, Chemours, and [...]
Tip of the Day: You Can "Return" Social Security Benefits By: Stacey Nickens I always recommend that clients delay taking Social Security benefits in order to increase their benefit. However, pretend you claimed your benefit at 63 right before receiving a good job opportunity. You can still withdraw your Social Security application within a year [...]
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