Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.
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The SECURE Act
Developing a retirement strategy? It's critical to know the differences between investment types.
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Traditional vs. Roth IRA
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Bridging the Confidence Gap
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
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Choosing a Business Structure
Does it make more sense to push back #retirement, or not to retire at all?
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Should You Ever Retire?
What charitable organizations do you support? Have you considered strategies other than writing checks?
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Trends in Charitable Giving
A home is the single largest financial commitment for most people. What mortgage fits you best?
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Choosing a Mortgage
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
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Six Most Overlooked Tax Deductions
15-year vs. 30-year: know your refinancing options.
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Lots of Variables with Fixed-Rate Mortgages
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
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Does Your Portfolio Fit Your Retirement Lifestyle?
Here are eight mistakes to avoid when #saving #retirement.
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Eight Mistakes That Can Upend Your Retirement
The reasons to #invest may have nothing to do with your #retirement. Here are four good reasons.
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Four Really Good Reasons to Invest
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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Do You Owe The AMT?
Benefit. Premium. Policyholder. Learn the language before evaluating your options. #TermLifeInsurance
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Is Term Life Insurance for You?
A disability could keep you from work and increase costs. How can you protect yourself? #DisabilityInsurance
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Disability and Your Finances
Age Trend: Stay up to date on the ins and outs of when to start receiving Social Security benefits.
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When Should You Take Social Security
Have you used a junk-drawer approach to manage your investments? #InvestmentStrategy
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The Junk Drawer Approach to Investing
Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.
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How to Read Your Credit Report
That big list of dreams and goals isn't the only way to look at your bucket list.
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A New Way to Look at Your Bucket List
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
How prepared are you for retirement?
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The Pre-Retirement Checklist
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
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What Is a 1035 Exchange?
How much do you know about stocks?
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How Stocks Work
Cyber attacks are a growing online threat, but the good news is that you can insure your business! #insurance #sec
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Insuring Your Business Against Cyber Liability
Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
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Data Thieves from Outer Space
Doing some #HomeImprovement? There's one item that most homeowners overlook when undertaking remodeling projects.
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The Most Overlooked Item of Any Home Improvement
There are billions in unclaimed dollars in the US. Is some of that yours?
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Surprise! You’ve Got Money!
Sector investing may present an opportunity — if you do your homework. #investing
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The Utility of Sector Investing
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
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To Buy or Not to Buy
When considering a record keeping system for your business, you need to ask yourself some very important questions
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Keeping Good Records is Good Business