Jill Jagelski

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Growing debt among older Americans threatens their retirement

When Fay was laid off from her job in her 70s, she contemplated retirement.<p>A painful reality hit when she realized she didn't have a nest egg that …

Personal Finance
Personal Finance

5 Questions and Answers About the New Tax Law

The broad-ranging Tax Cuts and Jobs Act was passed so late last year that the Internal Revenue Service is still issuing interpretations of the …

Merging money in marriage

A healthy marriage requires a willingness to share your heart, your home, and, if you believe what some family therapists suggest, your hard-earned …

Retiring soon

This is it — the home stretch, the last hurrah, the final few months before you retire. Congratulations! You’ve earned this time in your life.<p>Just be …

Retirement

How Advisors Make It Easy For Clients To Commit To Positive Change

Over one month ago, many people made resolutions for 2018. With each passing day, however, that resolve might fade away.<p>X A new year brings new …

FaceTime

Stock market sends investors on roller coaster ride

RALEIGH, N.C. (WNCN) – It’s been a volatile couple of days for the stock market and as the market turns bullish, some people with 401Ks are wondering …

Triangle investors talk about Monday’s 1,175 stock market drop

CARY, N.C. (WNCN) – If you have money invested in the stock market, Monday wasn’t pretty.<p>The Dow Jones average closed down 1,175 points.<p>“A lot of …

How to Solidify Your Retirement Fund

The traditional three-legged retirement stool -- consisting of pensions, personal savings and Social Security benefits -- is looking wobblier than …

Retirement
Retirement
Retirement

Defensive Investing Strategies for Retirees

How To Coach Undisciplined Clients Without Sparking Their Anger

You give great advice to clients. But what happens if they don't take it?<p>X Many financial advisors find it easy to offer sound recommendations. The …

Retirement
Finance

How To Stick To Your Budget In The Age Of Digital Payments

<b>MINNEAPOLIS (WCCO)</b> — Advances in technology and apps has made it easier than ever to swipe and pay. With that ease comes with an increased chance of …

Tax Revamp Helps Fund Managers But Leaves Their Investors to Pay

Chalk up a win for asset managers in the Congressional battle over reshaping the U.S. tax regime. For everyone else, however, the celebration will …

Investing

Ed Slott: Clients need help now on tax bill questions

The House and Senate tax reform proposals are bound to change before legislation is finalized, but financial advisory clients need answers now on how …

Psst, Millennials! Want An Extra $830K In Your 401(k)? Here's How

If you're middle-aged, would you like to more than double your 401(k) balance by retirement? If you're a millennial, how would you like an extra …

Retirement
Retirement
College & University
Retirement

Watch out where you get help with buying a house

Since the beginning of the housing recovery in 2012, home prices have raced ahead at a pace far stronger than income gains.<p>That imbalance is causing …

North Carolina
Investing
Retirement
Health Care
Retirement

Regionally Speaking, Tuesday, September 26, 2017

Today : As autumn gets underway Northwest Indiana financial advisor Greg Hammer is with us to talk in more detail about the "changing financial …

Don’t Worry, There’s Still Time to Undo the Money Mistakes You Made This Year

Three-quarters of the way into 2017, our New Year’s resolutions are probably a distant memory. Even with the best intentions to stick to that budget …

Investing