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PLANNING FOR WHAT MATTERS MOST

Wednesday, September 14, 2022

Divorce changes nearly every aspect of your life. However, one of the most prominent changes is to your financial state. A massive portion of divorce is separating your finances from your spouse’s. Continue reading to learn...

Monday, August 15, 2022

When you pass away, the estate you leave behind could be subject to estate or inheritance taxes. Unless your estate is worth over $12.06 million (in 2022), you will not be subject to federal estate taxes. However, your estate can be...

Tuesday, July 26, 2022

One of the greatest gifts you can give your children is savings set aside, especially for their education. The cost of higher education continues to rise year after year, making college unaffordable for most without the assistance of...

Wednesday, June 8, 2022

Health savings accounts, also known as HSAs, are one of the most valuable savings accounts you could have. When utilized properly, an HSA can help you with an unexpected medical bill, handling medical expenses in retirement, and saving...

Wednesday, May 11, 2022

Retirement planning when you are single without children can be simpler compared to when you are married and have a family. You are not only focused on your needs anymore, but the needs of your spouse and children. Not to mention how...

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Friday, May 6, 2022

Women face many challenges when it comes to finances. There is a gender pay gap with women making $0.82 for every $1 a man makes. Looking deeper into the gender pay gap, there are additional factors of education, race, and other...

Wednesday, April 27, 2022

Wednesday, April 27, 2022

Tuesday, April 12, 2022

Wednesday, March 30, 2022

Thursday, March 17, 2022

Tuesday, March 15, 2022

Tuesday, March 15, 2022

Tuesday, March 1, 2022

Tuesday, March 1, 2022

Wednesday, February 23, 2022

Tuesday, February 15, 2022

Tuesday, February 1, 2022

Tuesday, February 1, 2022

Tuesday, February 1, 2022

Thursday, January 27, 2022

Wednesday, January 26, 2022

Friday, December 31, 2021

Monday, December 27, 2021

Tuesday, November 16, 2021

As 2022 gets closer, it’s time to go over your 2021 finances and start planning for the next year. After the difficult year of 2020, you may have faced financial problems in 2021. Whether you had a major job change, income change...

Tuesday, October 19, 2021

Sixty-four million Americans received Social Security in 2020. For those who receive Social Security benefits, it’s important to know if that income is taxable. A majority of people who receive Social Security benefits, pay...

Tuesday, September 21, 2021

If you are leaving a job where you had retirement benefits, you don’t want to leave those accounts behind. A recent study by Capitalize Research showed that American workers have left behind over $1 trillion in their old 401(k)s...

Friday, August 13, 2021

Getting divorced or separating from your partner is hard enough. The added stress of dealing with splitting finances is nearly unbearable. Your income changes, you have to divide assets and you could end up in a high amount of debt....

Thursday, July 15, 2021

It is hard to start thinking about what you need to prepare for when you die. While it is difficult, you need to put your affairs in order before you are no longer able to do so. Preparing your estate will make the process easier on...

Tuesday, June 15, 2021

It can be scary facing retirement alone, but it does not have to be a stressful experience! While retirement planning is typically geared toward couples, there are many aging adults that are reaching retirement without a spouse. Most...

Thursday, May 27, 2021

Retirement savings is all about building wealth. To reach your overall retirement savings goal, you need to start early so you have the time to build your savings. The typical tips for retirement savings are save early and save...

Wednesday, April 21, 2021

Divorce is difficult already but even more so when you are trying to divide up assets between you and your partner. All of the common assets immediately come to mind; the house, the cars, and cash. But what about other accounts and...

Thursday, April 1, 2021

Tuesday, March 16, 2021

Estate planning is crucial to make sure your assets are taken care of the way you wish. While many people think estate planning is unnecessary or only for minimizing taxes, having a strategic plan set up in the case of an unforeseen...

Tuesday, February 16, 2021

Divorce can be extremely financially draining, especially for women. Aside from just paying for the legal fees associated with the divorce, women are typically the primary caregiver for the dependent children. Men also typically make...

Monday, February 15, 2021

Monday, February 1, 2021

Wednesday, January 13, 2021

When it comes to your employer-sponsored 401(k) plan, saving for retirement becomes a lot easier once you enroll. Now, while contributing to your 401(k) plan passively with each paycheck is a great way to prepare early on for...

Friday, January 1, 2021

Friday, January 1, 2021

Tuesday, December 15, 2020

When it comes down to retirement, this year has been tough to gauge when exactly is the best time to retire. With jobs changing and life events being pushed around, your retirement plan may not be the first thing on your mind. However,...

Thursday, November 12, 2020

We all know that this year was a tough one. With the pandemic still in full swing, you may be curious to know what kinds of options you have for your finances. While the coronavirus pandemic has taken a toll on millions of Americans,...

Wednesday, November 4, 2020

Wednesday, November 4, 2020

Tuesday, October 13, 2020

With the election in full swing, it is important to understand how the election of either candidate could affect your retirement savings and taxable income. Biden’s new tax plan, which was just unveiled via his website, calls for...

Tuesday, September 22, 2020

Getting a divorce is a stressful pastime for everyone involved. Not only is the entire process expensive, but a divorce takes a toll on both individuals involved, emotionally and financially. If there are kids involved, there is even...

Thursday, August 13, 2020

While we know that annuities are great for being a provider of a lifelong income, there are still several things you should know as you plan for your financial future and retirement. In this article, we are going to go over these...

Monday, July 13, 2020

This is a common question. An estate strategy is a plan for your assets, health, children, and finances. Estate strategies are not limited to your income, as anyone can benefit from having an estate strategy in place. In this article,...

Wednesday, July 1, 2020

Tuesday, June 9, 2020

When it comes to making the decision to begin claiming your Social Security retirement benefits, there are several things you should do beforehand. In this article, we are going to go over the three most important things to know before...

Tuesday, May 19, 2020

Right now, we are experiencing something some of us have never experienced before and something that some of us will never experience again. We all know that the effects of COVID-19 so far have thrown the markets for a loop. Likewise,...

Wednesday, April 1, 2020

Tuesday, March 31, 2020

Wednesday, March 25, 2020

Tuesday, March 24, 2020

Saturday, March 21, 2020

Friday, March 20, 2020

Monday, March 16, 2020

Sunday, March 1, 2020

Sunday, March 1, 2020

Monday, March 13, 2017

Reducing these debts before retirement can help your nest egg last longer.

Monday, March 6, 2017

Many women stay put because they like their jobs—but they also desperately need the money.

Monday, February 13, 2017

After a certain age, you’re required to take distributions from your retirement accounts. If you don’t need the funds for immediate income, here are some options.

Monday, February 6, 2017

Health and wealth often go hand in hand—and the same actions can improve the status of both. These three tips can improve your personal as well as financial well-being.

Monday, January 9, 2017

Thanks to new rules, reverse mortgages—long seen as loans of last resort—are proving popular with cash-strapped retirees.

Thursday, January 5, 2017

Baby boomers are hitting retirement age at an excellent time for stocks, and it’s leaving many with more money than they know what to do with.