Estate Planning for Couples: A 7-Step Guide
We are all pretty used to planning our finances around certain life events. Can I afford to change jobs? When […]
We are all pretty used to planning our finances around certain life events. Can I afford to change jobs? When […]
How are you managing your financial life? For many, thinking about investments, savings, or insurance is overwhelming. But taking control
The backdoor Roth strategy is a sweet loophole in the tax code that allows individuals who would otherwise be disqualified
Making the wrong financial decision can hinder your goals and cause significant economic hardships. Understanding how to avoid them is
Retirement planning is complicated enough, but throwing in a significant age difference between spouses creates extra challenges. Differing retirement dates,
The cash balance plan is an effective but often overlooked tool to ramp up retirement savings and reduce taxes for
Over the short term, stocks and bonds go up, and stocks and bonds go down. Sometimes significantly and sometimes at
Investing involves assuming a certain amount of risk for the desired investment return. This acceptance of risk is called your
A Simplified Employee Pension IRA, or SEP IRA, is an easy, low-cost way to offer retirement benefits to employees for
A big part of retirement planning is deciding where to live during your golden years. The possibilities are wide-ranging but