The IRS announced annual inflation adjustments for the 2021 tax year for more than 60 tax provisions, including standard deductions and the tax rate schedules. Here are the changes:
The holiday season is just around the corner and many charitable organizations are in need of donations to help provide help in the community. Now could be the ideal time to take advantage of char...
A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, here are six basic princi...
While your retirement date may still be several years in the future, and the goals you dream about today may seem even more distant, it is never too early to begin preparation. Here are some things...
This year has been a challenge for many, so what can business owners and other entrepreneurs do to adapt to a consistently shifting set of circumstances? Learn more:
20% of seniors over age 70 say that they cannot perform many of the tasks that allow them to live independently. How can you plan your retirement finances to accommodate the potential cost of long...
Now that Medicare is open for enrollment, it's important to know the benefits you'll receive, the cost, and the different types of plans. Here are 10 essential things you should know before enroll...
Right after the CARES Act was enacted, the IRS immediately began a mad scramble to get stimulus checks out to anxious Americans as quickly as possible, but some mistakes were made. Learn more:
This month, we celebrate the success of women small business owners! We want to make sure that during these uncertain times that women entrepreneurs are thriving. Here are our tips:
Today is National Savings Day! Millennials often get a bad rep when it comes to hitting certain financial milestones, but they've proven to be ahead of the game when it comes to savings. Here are ...
In August, President Trump issued an executive order suspending the collection of Social Security payroll taxes from September 1st through December 31st. What does the Payroll Tax Executive Order ...
October is Financial Planning month! While planning your finances can help you buy your first home or save for retirement, it can also help you work toward your personal goals. Here's how:
The world's events always affect the markets, and making smart investment choices requires you to look at what's happening around the world. But what about during an election year? Learn more:
Starting with the last week in July and for the first three weeks of August, investors celebrated that the S&P 500 had advanced for four consecutive weeks. Yet while the positive YTD number for th...
Setting a retirement date is a big milestone, and we want to help you get there and live comfortably. Here are our tips to help you plan your income in retirement:
A traditional IRA offers a great way to shield income from taxation while boosting your retirement accounts. Meanwhile, a Roth IRA can let you pay tomorrow's taxes today. But how can workers decid...
Many owners of family businesses are so busy running their companies that they never get around to making formal arrangements to pass on the business to the next generation or to other partners. B...
When it comes to retirement savings, the goal for most is to accumulate as much wealth as possible so that they are able to retire comfortably. For those with a high-net-worth, being able to mainta...
With the uncertainty we've seen this year, many are rethinking their retirement plans because of COVID-19. Here are three important questions you need to ask yourself before delaying retirement:
Minimizing income taxes is a powerful way to potentially add years to your portfolio, with no need to outguess the markets. If your portfolio is upside-down from a tax perspective, turning it arou...
As your life changes, your life insurance should change, and we want you to feel prepared in an unexpected situation. Here's how your life insurance needs change in different life stages:
We want to remind you that the more money you save while working, the easier it will be to retire and enjoy your golden years. Are you maximizing your 401(k) contributions?
After decades of adding to your retirement accounts, making the mental switch to withdrawal mode can be a challenge. Learn how creating a financial plan for your retirement can help you avoid any ...
September is National Life Insurance Awareness month. And while most of us likely recognize that life insurance provides us peace of mind and security, there may be a few things you don’t know. Lea...
When planning your retirement distributions, it's important to come up with a strategy. By withdrawing funds from certain account types in a certain order, you might significantly reduce your taxe...
Savings are the cornerstone of any successful college financing plan. The earlier you invest, the more time you'll have to benefit from compound interest. Learn more:
Saving for retirement can seem like a difficult journey, but with these simple tips, you can be steered in a good direction and one step closer to retiring. Learn more here:
An important part of managing your personal finances is keeping your financial records organized. By taking the time to clear out and organize your financial records, you'll be able to find what y...