A lot of people are under the impression that tax planning is only for high-wealth individuals. However, like financial planning, just about everyone can
If you’re like most Americans, you make the majority of your donations to charitable organizations in November and December. But as you get ready to pull out
With income comes taxes, and investment incomes are no different. As your portfolio grows into retirement, it’s important to consider your pre-tax and post-tax
The goal for your saving plan is up to you. Some people enjoy travel or the latest electronics. Others may save for school or a home purchase. While there are a
Choosing the right financial advisor can be tough. How do you know if it’s the right person (or company) to manage your life savings? It’s an important job and
Investing is a marathon, not a sprint. It takes guts to stick to your plan and avoid selling into a bad market. “Buy low, sell high” seems easy enough
Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several
Following a solid tax planning strategy throughout the year is an integral part of any financial plan, but there are special considerations to make as the year
If you’ve been investing in stocks or bonds for a while, you may feel like you have an understanding of this precarious trade. You may even be making plans to
If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the
Retirement can invoke a mix of conflicting emotions from anticipation to fear, excitement to anxiety. It’s one of the biggest life changes we
You’re probably aware that there are many options for retirement planning including 401(k)s, IRAs, Roth IRAs, and more. Some of the more common plans are
