About 41 percent of all U.S. homes in which the head of the household is between 35 and 64 are projected to run short of money in retirement By Marisa Otto Marisa Otto We all [...]

If you were eligible to contribute to a health savings account (HSA) last year, you can also contribute to that for the 2021 tax year, up to the April 18 deadline. By Marisa Otto Marisa Otto [...]

If you have a 401(k) or similar employer-sponsored retirement plan, take advantage of it. By Marisa Otto Marisa Otto It’s unfortunate but true: If you’re a woman, you face more obstacles than men in achieving [...]

A financial advisor can evaluate your protection needs and recommend appropriate solutions that fit within your overall financial strategy. By Marisa Otto Marisa Otto The long-running coronavirus pandemic has fueled a lot of anxieties — [...]

This year, resolve to cut down on your existing debts and avoid taking on new ones whenever possible. By Marisa Otto Marisa Otto As you know, 2021 was full of challenges. We were still feeling [...]

When transitioning to retirement, can take steps to align your income with your needs. By Marisa Otto Marisa Otto What does retirement security mean to you? And how can you work toward achieving it? Here [...]

Bitcoin during its short history has reminded market watchers of the bursting of the “dot.com” bubble in 2000 and the housing market bubble in 2007. By Marisa Otto Marisa Otto Many people have decided that [...]

When should you start claiming your benefits? There’s no one “right” answer. By Marisa Otto Marisa Otto Here’s something to think about: You could spend two, or even three, decades in retirement. To meet your [...]