Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help you manage your tax bill. Who among us wants to pay the Internal Revenue Service more taxes than we have to? While few may raise their hands to voluntarily
Gradual Retirement
Not everyone retires the same way – or at the same pace. Are you in a hurry to retire? Not everyone is rushing to that particular finish line. According to the 2018 retirement survey from
Unrealized Loss and Gain
What they are; why they matter. For many investors, it can be tempting to think of one's portfolio in terms of “gains” or “losses.” True, this is a central concept to understanding market behavior, but
Eight Mistakes That Can Upend Your Retirement
Avoid these situations, if you can. Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. No Strategy. Yes,
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life. Regardless of how the markets may perform, consider making the following part of your investment philosophy: Diversification. The saying “don’t put all your eggs in
Establish Your Gospel Legacy
Make an eternal impact by naming your church or other ministry in your will or estate plan! An important part of our Christian heritage in America is that we are provided opportunities for making gifts to charitable
Saving Your Elderly Parents from Financial Fraud
Talk about precautions with the seniors in your family. Elders are financially defrauded in this country on a daily basis. Only a few of these crimes are made public. In fact, the National Adult
TOD or Living Trust?
A look at two basic methods for shielding assets from probate. How do you keep assets out of probate? If that estate planning question is on your mind, you should know that there are
Taking Charge of Your Financial Life
Delegating responsibilities to others may lead to problems down the road. When you are putting together a household, it isn’t unusual to delegate responsibilities. One spouse or partner may take on the laundry, while another
Ten Years, Tremendous Gains
A look at where stocks were in 2009 and how they have performed since. Where were you on March 9, 2009? Do you remember the headwinds hitting Wall Street then? When the closing bell rang