Shon Brooks

Shon Brooks

"When It's Your Time To Perform...Are You Going To Be Ready?"

Stay-at-Home Mom Retirement Plan: How to Get Ready for Retirement 06/05/2021

Stay-at-Home Mom Retirement Plan: How to Get Ready for Retirement While stay-at-home moms aren't able to get a 401(k), they can still plan and save for their retirement. Find out more in our guide.

The Benefits of Working Longer | Kiplinger 04/05/2021

The Benefits of Working Longer | Kiplinger Delaying retirement for a couple of years—or even a few months—is the most effective way to improve your retirement security.

Financial Spring Cleaning: 9 Post-Pandemic Tips To Spruce Up Your Budget 29/04/2021

Financial Spring Cleaning: 9 Post-Pandemic Tips To Spruce Up Your Budget The last 12 months have shown us anything but certainty. Across the U.S., the pandemic, social unrest, economic volatility and widespread unemployment have shaken up the personal finances of millions of Americans. While vaccines are rolling out and it appears there may be light at the end of the

COVID-19 and Retirement Planning: 5 Actions to Take Now | Kiplinger 27/04/2021

COVID-19 and Retirement Planning: 5 Actions to Take Now | Kiplinger As our nation’s health situation and economy continue settling down in the wake of the pandemic, it’s time to re-evaluate where you are now and where you want to be headed going forward.

What To Do Now To Avoid A Retirement Savings Tax Problem 22/04/2021

What To Do Now To Avoid A Retirement Savings Tax Problem Advice on 401(k)s and IRAs for people in their 50s and 60s

Worried about Your Child’s Inheritance If They Divorce? A Trust Can Be Your Answer | Kiplinger 20/04/2021

Worried about Your Child’s Inheritance If They Divorce? A Trust Can Be Your Answer | Kiplinger You may love your son-in-law or daughter-in-law now, but that could change down the road. So, if you don’t want your money going to your kid’s future ex, here’s what you should do.

The Top 10 Financial Mistakes for Young Couples to Avoid | Kiplinger 15/04/2021

The Top 10 Financial Mistakes for Young Couples to Avoid | Kiplinger Money is a common marriage stressor. In a pandemic that’s seen a disproportionate number of young couples divorcing, minimizing money disputes can be especially important.

How Estate Tax Changes Could Affect You And Your Family 13/04/2021

How Estate Tax Changes Could Affect You And Your Family The two ways Congress and the Biden administration could shake up inheritances

How The Pandemic Actually Increased Financial Literacy 08/04/2021

How The Pandemic Actually Increased Financial Literacy A year ago the world of retirement savers looked bleak, but the quick moving market packed several practical lessons in a short period of time. These lessons normally would take years to experience. Why was this reduced to months in 2020?

You're Asking the Wrong Financial Questions: Here's How to Fix That | Kiplinger 06/04/2021

You're Asking the Wrong Financial Questions: Here's How to Fix That | Kiplinger Three of the most common personal finance questions financial advisers get all the time are not the right ones to ask. Here’s how to take those questions and reframe them to get the answers you need to build your wealth.

8 Financial Tips for Young Adults 30/03/2021

8 Financial Tips for Young Adults Here are eight helpful tips for saving money and investing in your future while you are a young adult.

How Healthy Is Your Retirement Plan in the Midst of the COVID Crisis? | Kiplinger 25/03/2021

How Healthy Is Your Retirement Plan in the Midst of the COVID Crisis? | Kiplinger Give yourself a financial checkup today to see if you’re doing all that you can to have a healthy and happy retirement. Here are eight tactics to help boost your bottom line.

How To Ensure A Successful Retirement 23/03/2021

How To Ensure A Successful Retirement Finances aren't the most important factor in whether a retirement is successful.

Why Marriage Makes Financial Sense 18/03/2021

Why Marriage Makes Financial Sense Getting married still has many financial positives (and a few negatives) even under the new tax regime.

6 Money-Smart Ways to Spend Your Third Stimulus Check | Kiplinger 16/03/2021

6 Money-Smart Ways to Spend Your Third Stimulus Check | Kiplinger If you don't have to use your third stimulus check for basic necessities, consider putting the money to work for you. You'll thank yourself later.

With Money, What You Do Matters More Than What You Know | Kiplinger 11/03/2021

With Money, What You Do Matters More Than What You Know | Kiplinger Even the smartest, most well-informed retirement savers can lose a boatload of money if they don’t have their heads on straight. An interview with the author of “The Psychology of Money” reveals some interesting insights on how to build and maintain your wealth.

To Maximize Your Social Security Benefits, First Do Your Homework | Kiplinger 09/03/2021

To Maximize Your Social Security Benefits, First Do Your Homework | Kiplinger When to claim Social Security is a big question, but it is not the only one you will need to answer to get the most out of your benefits.

10 Things You'll Spend More on in Retirement | Kiplinger 04/03/2021

10 Things You'll Spend More on in Retirement | Kiplinger From reading materials to debt, the demands on your savings during your golden years might surprise you.

Are You Saving Too Much For Your Kids’ College? 02/03/2021

Are You Saving Too Much For Your Kids’ College? Whether you're over-funding a 529 plan or prioritizing college savings over your own financial security, saving too much for college can be an expensive mistake.

Are You Being Too Frugal in Retirement? | Kiplinger 25/02/2021

Are You Being Too Frugal in Retirement? | Kiplinger You might be surprised how common it is to be so afraid to spend that you don’t fully enjoy your retirement. But there are things you can do about that. Here are four tips if your fears are holding you back.

Lump Sum or Not: What’s the Best Way to Invest Your Year-End Bonus? | Kiplinger 23/02/2021

Lump Sum or Not: What’s the Best Way to Invest Your Year-End Bonus? | Kiplinger What is dollar cost averaging, and when you have a significant windfall to invest, which method is better for you: dollar cost averaging vs. a lump sum investment?

Money Conversations You Should Have Before Marriage | Kiplinger 18/02/2021

Money Conversations You Should Have Before Marriage | Kiplinger Kiplinger.com contributing editor and NFL linebacker Brandon Copeland has Valentine's Day (and beyond) advice for couples who want to improve their financial dynamics for a healthier relationship.

Money And Your Honey: How To Schedule Personal Finance Dates 16/02/2021

Money And Your Honey: How To Schedule Personal Finance Dates 7 tips for holding constructive conversations during the pandemic

Save for a Down Payment or Pay Off Student Loans? 11/02/2021

Save for a Down Payment or Pay Off Student Loans? How to decide whether to pay off your student debt faster or save your money for a down payment on a home.

5 Things You Need to Decide Before You Can Retire | Kiplinger 09/02/2021

5 Things You Need to Decide Before You Can Retire | Kiplinger You’ve got to think these things through and make sure all your bases are covered before you can finally call it quits and retire.

Avoid These 4 Common but COSTLY Retirement Income Mistakes | Kiplinger 04/02/2021

Avoid These 4 Common but COSTLY Retirement Income Mistakes | Kiplinger There are no pay stubs in retirement and no accounting departments to answer your questions. Once you retire, you need to be prepared to generate income and use it to pay your bills in a money-savvy manner.

6 ways estate planning can save your family money 02/02/2021

6 ways estate planning can save your family money Where there's a will, there's a way.

Get Rid of Your Money Anxiety in 2021 | Kiplinger 28/01/2021

Get Rid of Your Money Anxiety in 2021 | Kiplinger Managing your financial wellness isn't just about how you save or spend money ... it's about fostering a healthy mental relationship with money.

5 Reasons You Worry About Money And How To Stop 26/01/2021

5 Reasons You Worry About Money And How To Stop A first step in getting rid of money stress and living a happier, healthier life is to identify what specifically is causing you to worry.

Strategies for Reducing Financial Stress and Improving Finances | AllBusiness.com 21/01/2021

Strategies for Reducing Financial Stress and Improving Finances | AllBusiness.com Regain financial control and reduce the stress caused by a plunging bank balance.

Secrets to Setting and Keeping Financial Goals for the New Year | Kiplinger 19/01/2021

Secrets to Setting and Keeping Financial Goals for the New Year | Kiplinger If you’ve ever broken a New Year’s resolution (and who hasn’t?), don’t worry. You really can reach your goal this time. You just need to set yourself up for success. Here’s how.

A Retiree’s Guide to Key Dates in 2021 | Kiplinger 14/01/2021

A Retiree’s Guide to Key Dates in 2021 | Kiplinger It's critical -- and financially sound -- to hit these important financial deadlines spaced throughout the year.

What Is a Will and Why Do I Need One Now? 12/01/2021

What Is a Will and Why Do I Need One Now? Having a will of the right type can save your family time and money, and provide you with peace of mind that your wishes will be followed.

07/01/2021

Qualified vs. Nonqualified Retirement Plans: What’s the Difference? Qualified and nonqualified retirement plans are created by employers with the intent of benefiting employees, but what is the difference?

A No-Resolution Plan for Better Finances in 2021 | Kiplinger 05/01/2021

A No-Resolution Plan for Better Finances in 2021 | Kiplinger Improving your financial outlook takes just a few simple strategies. And relax – they don’t involve resolutions.

Financial Planning Resolutions That Only Take Minutes | Kiplinger 29/12/2020

Financial Planning Resolutions That Only Take Minutes | Kiplinger Not all financial New Year’s resolutions are long, involved slogs. Some can be completed in just a few minutes.

Review Your Finances Now to Keep on Track in 2021 | Kiplinger 22/12/2020

Review Your Finances Now to Keep on Track in 2021 | Kiplinger A year-end review helps you cut taxes, build retirement savings, rebalance your portfolio and earn more interest.

If I Reinvest My Dividends, Are They Still Taxable? 17/12/2020

If I Reinvest My Dividends, Are They Still Taxable? If you reinvest your dividends, you still pay taxes as though you received the cash. Stock dividends are generally not taxable until the stock is sold.

How to Prepare Yourself (and Your Money) for COVID-19 in 2021 | Kiplinger 15/12/2020

How to Prepare Yourself (and Your Money) for COVID-19 in 2021 | Kiplinger Get planning now so you aren’t caught unprepared for the continuing financial effects of this global pandemic.

6 Financial Secrets About Divorce That Could Cost You Big | Bottom Line Inc 10/12/2020

6 Financial Secrets About Divorce That Could Cost You Big | Bottom Line Inc Consider taxes, debts and much more to avoid surprises when getting divorced.