Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where it belongs, in your...
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could severely impact families trying to maximize their legacies.
What will happen to your business when it’s time for you to take a step back? That can be a tough question that many business owners eventually have to face. Yet, far too many...
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public sentiment. Lately, the chatter about market downturns and fiscal squabbles in Washington has reached a fever pitch. So, let's break it all down for better understanding.
Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the market takes a dive...
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra-low rates of the past decade, they aren't outrageous from a historical perspective.
What financial habits have helped you most in life? Which ones have held you back? No matter how you answer those questions, your money habits have a lot to do with how you grew up...
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
What does it take to minimize your tax bill, not just this year but in the years to come? The answer varies for each individual. Tax optimization strategies depend heavily on...
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move?
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do better. In fact, most folks admit their finances have not gotten better over the past year. And at least half of them say the real problem is that their money mistakes have turned into bad financial habits.
Is your retirement savings on track? If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very common. 1, 2 Many people...