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Young woman pouring a drink for an older woman. They are sitting together at a table.
Jim McPartland | Jun 3, 2022

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Elderly woman doing yoga in a park
Jim McPartland | May 3, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Two people having a picnic by a lake
Jim McPartland | Apr 3, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.
Jim McPartland | Mar 3, 2022

Divorce and Retirement: Here’s What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Jim McPartland | Feb 3, 2022

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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Jim McPartland | Jan 3, 2022

Financial Resolutions: 7 Tips to Keep You Accountable

Finance
Savings
Setting a finance-related resolution in 2022? Here are some ideas to help you stay on track.
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Jim McPartland | Dec 3, 2021

Social Security Facts for 2022

Retirement
Even if you're not ready to retire, understanding how you benefit from Social Security can help with your retirement plans.
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A pair of reading glasses sitting on an open textbook. The book has content on taxes.
Jim McPartland | Nov 3, 2021

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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Grandmother and granddaughter knitting together
Jim McPartland | Oct 3, 2021

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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Woman in a suit holding a piece of paper. She is in an office setting.
Jim McPartland | Sep 3, 2021

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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Group of young professionals in a meeting. They are in a casual office setting
Jim McPartland | Aug 3, 2021

Money Management 101: Tips for Your Kids Entering the Workforce

Savings
If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know
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Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs
Jim McPartland | Jul 3, 2021

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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