CFN Articles

Avoiding Tax-Related Identity Theft

If you’re not thinking about your taxes yet, you should be—identity thieves certainly are.

During tax season, there’s a significant increase in the sharing of sensitive information, both online and via […]

CFN Articles, Home, Risk Management, Taxation|

What Do Rising Interest Rates Mean for You?

Yesterday’s big news was that the Federal Reserve (Fed) has finally increased interest rates, by 25 basis points or one-quarter of 1 percent. On the face of it, this increase […]

Back-to-School Budgeting

When handling financial matters with a college student, parents often struggle to find the right balance between hovering over the child’s every decision and granting too much financial freedom, too […]

Retirement Plan Is Key to Confidence, Survey Finds Article

Retirees tend to be more confident about having a financially secure retirement than current workers, according to the Employee Benefit Research Institute.

Retirement confidence is highest among workers who say they […]

Emergency Funds: Preparing for the Unexpected

You’ve probably heard how important it is to establish and maintain an emergency fund. Unfortunately, most people don’t fully realize this until a money emergency is upon them. Are you […]

Health Insurance in Retirement

At any age, health care is a priority. When you retire, however, you will probably focus more on health care than ever before. Staying healthy is your goal, and this […]

CFN Articles, General Planning, Home|

Spring Cleaning in Your Financial House

Spring is in the air, which for many means waking up from hibernation and cleaning out the clutter. But don’t forget about clearing the cobwebs from your “financial house,” too! […]

CFN Articles, General Planning, Home|

Talking to Your Aging Parents About Their Finances

Each day between 2011 and 2030, 10,000 baby boomers will celebrate their 65th birthdays. As the boomers grow older, their middle-aged children may find themselves in a challenging situation: providing […]

CFN Articles, General Planning, Home|

Revised One-Rollover-Per-Year Limit Applies in 2015 – IRS Clarifies Rules

Background

The Internal Revenue Code says that if you receive a distribution from an IRA, you can’t make a tax-free (60-day) rollover into another IRA if you’ve already completed a tax-free […]

Accumulation, CFN Articles, Home, Taxation|

Year-End Financial Planning

With the end of 2014 quickly approaching, it is a wonderful time to begin organizing your finances for the New Year. We’ve put together a list of important financial planning […]

CFN Articles, General Planning, Home|