End-of-the-Year Money Moves
Here are some things you might consider before saying goodbye to 2019. What has changed for you in 2019? Did you start a new job or leave a job behind? Did you retire? Did you
Understanding Long-Term Care
The important question: Are you prepared? Addressing the potential threat of long-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. The U.S. Department of Health
Overlooked Tax Deductions for Small-Business Owners
Helpful tips for tax time. Being a small-business owner isn’t easy. After all, balancing payroll, managing employees, drawing up marketing plans, and handling the bookkeeping can be stressful! Luckily, the Internal Revenue Service (I.R.S.) allows
Helping Your Parents Manage Financial Tasks
How can you make things easier on them later in life? Worldwide, the number of people aged 60 and older is growing. By 2050, this demographic will be more than twice as large as it
Value vs. Growth Investing
There are those who favor value and those who favor growth. You might be initially confused by these terms or even suspect they aren’t that different in terms of what each model offers you as
The Importance of TOD & JTWROS Designations
A convenient move that could ward off probate on your accounts. TOD, JTWROS – what do these obscure acronyms signify? They are shorthand for transfer on death and joint tenancy with right of survivorship –
Yes, Young Growing Families Can Save & Invest
It may seem like a tall order, but it can be accomplished. Put yourself steps ahead of your peers. If you have a young, growing family, no doubt your to-do list is pretty long on
IRA Withdrawals That Escape the 10% Penalty
The list of these options has grown. An IRA, or Individual Retirement Account, is a tax-advantaged savings account that is subject to special rules regarding contributions and withdrawals. One of the central rules of IRAs
Tax Efficiency
What it means; why it counts. The after-tax return vs. the pretax return. Everyone wants their investments to perform well. But for many investors it’s their after-tax return that may make all the difference. After
The Benefits of Donating Appreciated Stock
In Matthew 6:20 Jesus encourages us to “…lay up for yourselves treasures in heaven…” One of the most basic ways that we can apply this teaching is to give generously of our financial resources to