Financial Win-Win: Give to Charity and Avoid the Income Taxes on $100k
The tax code, with all of its hundreds of pages of regulations, stipulations, and loopholes always leave something be...
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Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce
If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to...
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Selling Your Home After Retirement: The Benefits of Downsizing
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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The Risk of Reverse Dollar-Cost Averaging for Retirees
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed...
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Common Investor Biases and How They Can Impact Your Finances
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common...
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Should You Retire at the Same Time As Your Spouse?
If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the...
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Infographic: 6 Easy Organization Tips to Take Time off of Taxes
Resources: https://blog.mint.com/how-to/how-to-organize-your-tax-records-and-receipts-0214/ http://money.howstuffworks...
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Why Solo Practitioners Should Not Forget About Business Overhead Expense Insurance
At 36 years old, Jennifer had it all – a growing practice, 3 excellent employees and a beautiful suite in a new medical...
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Is Your Classic/Collector Car Underinsured?
In the wake of hurricanes Harvey and Irma, two of the worst storms to make landfall in the U.S., the fate of thousands...
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Will Retirement Investors Tolerate the Next Big Downturn? The Case for Fixed Indexed Annuities
No one can predict with any degree of certainty when the next market correction or bear market will occur, or how long...
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Infographic: Helpful Life Insurance Advice You Can Use
*This content is developed from sources believed to be providing accurate information. The information provided is not...
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Is a Reverse Mortgage a Smart Path to Extra Retirement Cash Flow?
If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse...
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