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Prepare yourself for a long retirement

We all want to live long lives. We all expect to live long lives. But are we financially prepared fo...

 

Crypto: investment or speculation?

With cryptocurrencies so much in the news, you might be wondering if you should invest in them. But...

 

Tips for selling smart, part two

Summer is here and once again many potential sellers are watching rates rise, thinking prices are...

 

New limits expand 401(k), IRA opportunities

You could spend two, or even three, decades in retirement. So, to pay for all those years, you'll...

 

Baseball lessons that might help change up your finances

Baseball stadiums are filled with optimists. Fans start each new season with the hope that even if...

 

Should you make extra mortgage payments?

You might enjoy owning your home – but the mortgage? Not so much. In fact, you might want to do...

 

Retiring early? Know your health care choices

Life doesn't always go as planned. For example, you might think you'll retire at 65 or later, when...

 

Four basic principles of financial literacy

It is widely recognized that financial literacy impacts a person's overall economic success. In...

 

Match your financial goals with the right strategies

To achieve most goals in life, you need some type of strategy. And that's certainly true for your fi...

 

Four tips for selling smart, part one

Are you one of the many homeowners trying to decide if this is a smart time to sell a property you...

 

Your Tax Preparer

Trusts have been used as an integral part of sophisticated tax and financial arrangements for centur...

 

Will your money last as long as you do?

We all hope for long, healthy lives. But there's a serious "side effect" of longevity – the...

 

Key retirement and tax numbers for 2022

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect...

 

Extensions and amended tax returns

Extensions Whether you file a tax return by the April due date, or obtain an extension to file,...

 

How can you cope with market volatility?

These are unsettling times for investors. Even before the geopolitical crisis involving Russia and...

 

Get the best rate without paying for it

Most people who need a mortgage loan would prefer to get the lowest and best rate. All too often...

 

Identity theft

Tax-related identity theft occurs when someone uses a taxpayer’s stolen Social Security number...

 

Consider these types of tax-smart contributions

This year's tax-filing deadline of April 18 is not that far off, but you still have time to make som...

 

Smoothing market ups and downs

After the wild ride of 2020, the U.S. stock market was relatively calm in 2021, but there was still...

 

Charitable donations

Donations of money or non-cash items to a charity (church or non-profit organization) are tax deduct...

 

Does your business have an exit strategy?

If you're a business owner, you've got so much to think about, and you work so hard, that it might...

 

Rates on the rise!

Don't let rising rates catch you off guard. Here is what you need to know and how to avoid costly...

 

HENRY

HENRY is a catchy acronym for "high earner, not rich yet." It describes a demographic made up of...

 

The true first step in homebuying

Is contacting a real estate agent really the first step? Or a lender? Just today I saw a social...

 

2021 tax return items you need to be aware of

Child Tax Credit The Child Tax Credit is increased and made fully refundable but ONLY for the 2021...

 

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