The average #retirement lasts for 18 years. Are you prepared to fill that many days?
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When was the last time you paid yourself first?
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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?
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
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Retiring the 4% Rule
That big list of dreams and goals isn't the only way to look at your bucket list.
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How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password.
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The Three Keys to a Great Password
There are four basic steps to calculating the value of an estate.
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Four Steps to Valuing an Estate
How do you find care for your special-needs child?
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Tips for Finding Care for Your Disabled Child
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
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Red Flags for Tax Auditors
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
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The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
Over age 50? You may be able to catch-up on retirement.
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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
Concerned about identity theft? Some things to leave at home. #IdentityTheft
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Please Leave Home Without It
Three tips for giving smart from the heart.
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Charitable Giving: Smart from the Heart
Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement
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Is a Variable Annuity Right for Me?
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
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Tax Rules When Selling Your Home
Three steps may make a difference if you find yourself suddenly single.
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Suddenly Single: 3 Steps to Take Now
The savings rate is the government’s estimate of how much U.S. households are saving.
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U.S. Personal Savings Rate
The SECURE Act changed more than just retirement accounts; it also may affect students and families. Learn more now.
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Lesser Known Provisions of the SECURE Act
Take the time to think about these three things when shopping for your next vehicle.
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Consider These 3 Things Before Driving Off the Lot
Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
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Yours, Mine and Ours: Estate Strategies for Second Marriages
