New Year Planning Tips As 2021 begins, many people are hopeful for what the new year will bring.
The past year has been a year of unprecedented changes, experiences, and market fluctuations. We […]
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Tell Your Beneficiaries About Your Accounts and Policies Let them know how they will receive retirement assets and insurance benefits
Will your heirs receive a fair share of your wealth? Will your invested assets go where […]
Ways the Middle Class Can Make a Difference for Charity You don’t need to be wealthy to make an impact & get a win-win.
Do you have to make a multimillion-dollar gift to a charity to receive immediate or […]
Tax Rules on Rental Property The basics on capital gains & deductions.
Buying or selling income property has definite tax consequences. A taxpayer should clearly understand them, whether […]
Robo-Advisors vs. Human Advisors If an investor chooses a non-human financial advisor, what price could they end up paying?
Investors have a choice today that they did not have a decade ago. They can seek […]
Retirement Planning With Health Care Expenses in Mind It is only wise to consider what Medicare won’t cover in the future.
As you save for retirement, you also recognize the possibility of having to pay major […]
When Is Social Security Income Taxable? The answer depends on your income.
Your Social Security income could be taxed. That may seem unfair, or unfathomable. Regardless of how […]
May Is Disability Insurance Awareness Month Do you really want to live without this coverage? If you forgo it, you may pay a high price.
Disability insurance is an important insurance coverage that most people lack. Many people think of it […]
Have a Plan, Not Just a Stock Portfolio Diversification still matters. One day, this bull market will end.
In the first quarter of 2017, the bull market seemed unstoppable. The Dow Jones Industrial Average […]
Combining Your Finances When You Marry How separate (or intertwined) should your financial lives be?
Some spouses share everything with each other – including the smallest details of their personal […]