Money/Finance

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Take simple steps to improve finances

The New York Times has created a handy tool for Wisconsin boomers looking to improve their financial outlook, with steps that focus on investments and retirement, loans, credit, planning, consumer issues and insurance.

26May2010 | badgerboomer | 0 comments | Continued
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Wisconsin Supreme Court rules on estate taxes

Personal estates, rather than heirs, are responsible for paying state and federal estate taxes, the Wisconsin Supreme Court ruled.

5May2010 | badgerboomer | 0 comments | Continued
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Spring cleaning for your financial files

Some of us save too little. Others, too much. For those whose personal file cabinets overflow with financial documents, tax time can become a time for spring cleaning — and shredding.

14Apr2010 | badgerboomer | 0 comments | Continued
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IRA conversions an option in Wisconsin

You can convert your traditional IRA to a Roth IRA without penalty. But should you? Be aware that you might not always get the best advice.

20Mar2010 | badgerboomer | 0 comments | Continued
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See what your savings bonds are worth

Can’t remember when your savings bonds mature? Start here to find out whether you’re still earning interest.

23Feb2010 | badgerboomer | 0 comments | Continued
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Shop smart and stretch your gift dollars

Get to January stress- and debt-free by shopping smarter this holiday season.

11Dec2009 | badgerboomer | 0 comments | Continued
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Saving less for retirement not optional

The latest studies reveal a retirement savings crisis in America.

29Nov2009 | badgerboomer | 0 comments | Continued
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Age often an asset for financial planners

Gray hair may be an advantage when pursuing a career in financial planning, according to one baby boomer banker.

24Nov2009 | badgerboomer | 0 comments | Continued
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