Year-End Tax Planning Tips
Everybody wants to save on their taxes. If you think tax-saving strategies are too complicated, you could be missing out on tax savings. There are a few simple tax-saving strategies […]
Watch Out for Fraud This Holiday Season
It’s the most wonderful time of the year! But as you begin your holiday shopping and party prepping, scammers are ready to take advantage of the season by scouring the […]
60 Day Rollover Rule: What You Need to Know
If you have a retirement account set up and you’re making regular contributions, that’s great! There may come a time when you need to move these retirement savings from one […]
Mixed Signals on Inflation
Are you having a tough time keeping track of inflation’s mixed signals? You’re not alone. Consumer prices in July climbed at their fastest rate since August 2008. Worse, producer prices, […]
5 Ways a Roth IRA Can Help Minimize Your Taxes in Retirement
1. Tax-Free Withdrawals Money that goes into a Roth IRA is after-tax dollars. Because you’ve already paid taxes on that money, once it is withdrawn, it comes out tax-free. There […]
Spotting Credit Trouble
American households with credit card balances carry an average debt of $8,602.1 The wise use of credit is a critical skill in today’s world. Used unwisely, credit can rapidly turn […]
How Much are you Contributing to Your Retirement?
Do you know what the contribution limits are for your specific type of retirement account? Knowing these limits will help you make the maximum contributions without exceeding those limits and […]
Getting a Head Start on College Savings
The U.S. Department of Agriculture estimates the cost of raising a child to the age of 17 for a middle-income family will be about $285,000.1 That’s roughly equivalent to the […]
Rebalancing Your Portfolio
Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach? It may sound counterintuitive, but it may […]
Pay Yourself First
Each month, you settle down to pay bills. You pay your mortgage lender. You pay the electric company. You pay the trash collector. But do you pay yourself? One of […]