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Monday, May 11, 2026

Retirement is often envisioned as a time of relaxation and freedom, a period to enjoy the fruits of years of hard work. However, living a truly "rich" life during these years involves more than just financial security. It's about...

Monday, April 13, 2026

Explore how business owners can potentially build long‑term wealth by reinvesting, diversifying income, reducing expenses, and planning for future sustainability.

Monday, March 16, 2026

Learn how to manage your inheritance wisely, from probate and taxes to investing and preserving your financial future.

Wednesday, March 11, 2026

Recent tax law changes under the One Big Beautiful Bill Act introduce meaningful opportunities - and important planning considerations - for individuals, families, retirees, and business owners. Many of these provisions are temporary, makin

Monday, March 9, 2026

Learn how to potentially reduce taxes on Social Security, 401(k), and IRA withdrawals with smart retirement planning strategies.

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Monday, February 23, 2026

Life today is expensive, and contributing to a retirement plan is more beneficial than ever. Often, the IRS raises contribution limits annually, such as the contribution limit for 401(k)s increasing to $23,500 for 2025 from $23,000 in...

Monday, February 9, 2026

If you are a young professional, you probably make decent money but not enough to live solely off passive income or create generational wealth. Being a young professional may come with specific financial issues. A high income could...

Monday, January 19, 2026

Charitable giving is a way for you to participate in something meaningful to you and your family, a cause that aligns with your core values while benefiting members of the community. People can benefit greatly from giving – personally,...

Monday, January 12, 2026

Tax planning is an essential aspect of financial management, especially for individuals who have accumulated substantial wealth over their lifetime. Wealthy retirees, in particular, need to pay special attention to their tax planning...

Monday, December 29, 2025

Setting goals for a new year can feel overwhelming. We all know that resolutions don’t last, but we also feel the energy that comes with a new year of possibilities. Here’s a clearer path for setting and reaching your goals. Many of us...

Friday, December 12, 2025

In November of 2025, Jeff Whitaker, CFP®, CRPC, MSFS, hosted a charitable giving webinar exploring practical ways to support the causes you care about while being smart about your taxes. Jeff walked attendees through key strategies...

Monday, December 8, 2025

The holidays are a time for giving, gathering, and, if you’re like many young professionals, grinding through year-end deadlines, social expectations, and dealing with the pressure to spend. Between gift lists, travel plans, and...

Sunday, November 23, 2025

Thanksgiving is a holiday for spending time with loved ones, being grateful, and perhaps enjoying a bit of overindulgence. There are many financial lessons to be had in planning, preparing, and celebrating this annual feast.1 Here are...

Monday, November 3, 2025

Every year, the holiday season sneaks up on us and, before we get to turn around, it’s over. This frenzied time of year is filled with shopping excursions and office parties, and it’s easy to let financial planning slip through the...

Monday, October 20, 2025

Did you know that you can gift a new or existing life insurance policy to your favorite charity? When properly designed, a charitable life insurance program may improve your overall financial situation and offer tax benefits, all while...

Monday, October 13, 2025

Over the next few decades, one of the most significant wealth transfers in history is that baby boomers will pass down an estimated $30 trillion in assets to their heirs. Termed 'The Great Wealth Transfer,' this immense wealth transfer...

Monday, September 22, 2025

If you are lucky enough to retire early before you become eligible for Medicare at age 65, you may have to contend with an expense you haven’t had to worry about while employed—the cost of health insurance. Health insurance isn’t cheap...

Monday, September 8, 2025

Treasury bills, often called T-bills, are considered a secure and reliable investment option that may be suitable for some investors. Governments worldwide offer this option, allowing investors to invest funds in a low-risk environment...

Monday, August 18, 2025

Tariffs—taxes imposed on imported goods—have become an essential factor for investors to consider. They are typically used to protect domestic industries from foreign competition by increasing the costs of imported goods. However,...

Monday, August 4, 2025

Back-to-school season is always a busy time, but in 2025, it comes with a bigger-than-normal price tag. Between inflation, tariffs, and general economic uncertainty, everything from pencils to laptops may cost more this year. According...

Tuesday, July 22, 2025

Matching your tolerance for risk with your investment objectives Everyone wants a comfortable retirement, but the road you take there will depend on your specific situation. When you invest, you assume a certain level of risk (but...

Monday, July 7, 2025

Financial independence means different things to different people. For some, it might mean early retirement. For others, the ability to travel the world. It is the freedom to leave a job that is no longer personally or professionally...

Monday, June 23, 2025

Annuities are investment strategies offered by insurance companies that provide a steady income stream in retirement. These financial vehicles may particularly appeal to high-net-worth (HNW) investors for various reasons. At their core...

Monday, June 9, 2025

Although many things have changed in the financial world over the past 20 years, some nuggets of financial advice are timeless. Here are a few tips that have remained constant for several generations. Always Spend Less Than You Make...

Monday, May 26, 2025

Veterans and those on active-duty face unique financial planning challenges Memorial Day is an important holiday observed in the United States to honor and remember the men and women who have died while serving in the country's armed...

Friday, May 23, 2025

Is it possible to convert a 529 College Savings Plan into a Roth IRA??? With a recent law change, this might be possible for you! Watch Pat break it down.

Monday, May 12, 2025

Wealth transfer is more than just a financial transaction; it's an opportunity for families to pass on their values, wisdom, and a legacy of love. Navigating this process requires careful consideration, open communication, and a shared...

Monday, April 28, 2025

Most people know that once they approach retirement age, their reward for years of work comes from Social Security payments they put money towards during their employment. Deciding when to file for your Social Security payments is...

Monday, April 7, 2025

Both offer valuable lessons from those who have come before you The Masters golf tournament and successful investing may seem like two completely different worlds, but they share many similarities in terms of tradition. Both have...

Monday, March 24, 2025

There are two things Americans have always looked forward to: going to the ballpark for the big game and retiring after a fulfilling career. Interestingly, baseball and retirement planning have several aspects in common. Taking the...

Monday, March 10, 2025

The Social Security Fairness Act is a bill signed into law that repeals several decades-old provisions that previously reduced your Social Security benefits if you or a spouse received a pension from a non-Social Security covered job,...

Monday, February 17, 2025

In today’s fast-paced environment, careful financial planning is crucial when it comes to growing and preserving your wealth. The decisions you make today could have a lasting impact on your finances. Please use the checklist below to...

Monday, February 3, 2025

Each year when tax season rolls around, it comes with the burden of figuring out how to file your taxes correctly. The good news is that there are several ways to prepare and file your taxes, depending on your needs and the complexity...

Monday, January 27, 2025

Charitable giving is a way for you to participate in something meaningful to you and your family, a cause that aligns with your core values while benefiting members of the community. People can benefit greatly from giving – personally,...

Monday, January 13, 2025

High-net-worth individuals (HNWIs) often face a complex financial landscape characterized by diverse investments and sophisticated financial concerns. They require comprehensive financial planning to preserve and manage their wealth....

Wednesday, November 27, 2024

A holiday season guide to help protect your financial information from hackers As the holiday season approaches, the air buzzes with excitement, but it also rings alarm bells for cybercriminals aiming to exploit the festive fervor....

Wednesday, November 27, 2024

You may donate money to charitable organizations throughout the year, for no other reason than your heart-felt desire to support causes that you care about. But if philanthropy is important to you, keep in mind that the associated tax...

Saturday, November 2, 2024

Charitable contributions are personally rewarding and also have the potential to be tax-saving opportunities. A donation is a gift, such as cash or property, that is given to a non-profit organization to help them in pursuit of their...

Saturday, November 2, 2024

As the year comes to a close, there are some important deadlines that you shouldn’t ignore. These deadlines affect your taxes, savings, and, perhaps, your financial future. Here’s a simple guide to help you stay on track before this...

Wednesday, October 2, 2024

Election years are a time of uncertainty and excitement for many people. There may be concerns with social and public policy, and the implications of legislature on the market and personal finances. Historically, elections haven’t had...

Wednesday, October 2, 2024

National Savings Day, celebrated October 12, is a reminder of how important it is to build a solid financial foundation. For High Earners Not Rich Yet (HENRYs), the path to financial security can seem both promising and challenging....

Wednesday, October 2, 2024

Cybersecurity is more important than ever as we continuously move toward more automated environments in a highly connected society. As more technologies develop, perpetrators keep exploring new tactics to exploit others. It's important...

Wednesday, October 2, 2024

Small businesses have new reasons to consider the value of financial planning in working towards their business goals. Many owners are "bandonneurs" (a French word for "jack of all trades") who may successfully wear many hats, but...

Sunday, September 1, 2024

Small businesses have new reasons to consider the value of financial planning in working towards their business goals. Many owners are "bandonneurs" (a French word for "jack of all trades") who may successfully wear many hats, but...

Sunday, September 1, 2024

Many near-retirees view their upcoming retirement as a time to kick back, relax, and make memories with loved ones. But for some, retirement may offer the opportunity to work for yourself instead of working for someone else....

Sunday, September 1, 2024

Owning a home and running a business are two significant investments that require dedication, planning, and balancing. Both ventures have potential rewards and risks and demand considerable financial commitment and personal involvement...

Sunday, September 1, 2024

Small business owners face many challenges, which may become even more significant during inflation. As inflation hit new highs in recent years, small business owners are being tested and challenged by high costs and high interest...

Friday, August 2, 2024

If you're someone who loves nothing more than spending a relaxing day at the beach, you likely hope your retirement plans will let you spend much more time there. By applying ‘beach day’ lessons toward your investment strategies,...

Friday, August 2, 2024

You often hear people discuss "saving for retirement,” but in many cases, they're actually referring to their investing. The adage "you can't save your way to wealth" is simplistic, but has a kernel of truth; putting your money in a...

Friday, August 2, 2024

Choice between value and growth as interest rates decline is not clear-cut In the world of investing, the eternal debate between growth and value continues to captivate the minds of investors. As we navigate through 2024, the question...

Friday, August 2, 2024

Understanding the difference between taxable, tax-deferred, and tax-exempt accounts can improve portfolio diversification and make a difference in how much you earn over time. But investors may not fully understand how a strategy...

Thursday, July 25, 2024

In June of 2023, the Nevada Assembly passed SB305. While some specific details are still to be determined, we do know that the aim of this Senate Bill is to close the retirement plan gap in the private sector. Watch the video below to...

Thursday, July 18, 2024

We're proud to annouce that, for the second year, we are sponsoring the Douglas County Community Services Foundation 2024 naming right for the Douglas County Community & Senior Center, located at 1329 Waterloo Lane, Gardnerville. The...

Tuesday, July 2, 2024

For HENRYs — High Earners [who are] Not Rich Yet — this high salary often comes at the expense of hefty student loans or other types of debt. Tackling this debt now can allow you to put your salary to its highest and best use. But...

Tuesday, July 2, 2024

Financial freedom is a state of being in control of one's finances, covering expenses easily, and saving for future goals. Financial freedom enables you to choose how you spend or interact with your money and have the choice to decide...

Tuesday, July 2, 2024

Financial literacy refers to the skills and knowledge that allow an individual to make informed and effective decisions through their understanding of finances. Financial literacy starts by building a basic understanding of 'money...

Tuesday, July 2, 2024

We all have dreams in life, and oftentimes those dreams cost money. If you have a financial goal or responsibility coming up soon or simply want to build up an emergency fund, follow these tips to help you spend less and save money...

Tuesday, July 2, 2024

How do you implement your spending plan? Once you have identified your budget goals and created a spending plan to meet them, you are ready to put your plan into action. Before you begin, though, here are some tips to avoid common...

Sunday, June 2, 2024

As a small business owner, having the right insurance coverage can be the difference between success and bankruptcy. While your specific insurance needs may vary widely depending on the nature of your business, there are several types...

Sunday, June 2, 2024

Dealing with the death of a loved one is not easy. With it comes many decisions, including how to handle the funds from their life insurance policy. Whether you are the sole recipient of a loved one's policy or only receiving a portion...

Sunday, June 2, 2024

Obtaining a life insurance policy is part of being an adult. But it’s also something that you can easily neglect, especially if you obtained it earlier in adulthood. While you may have been diligent in securing your life insurance...

Sunday, June 2, 2024

Thinking of a future without ourselves in it, is not the most pleasant of thoughts…however, it is necessary to do so for the financial future of your family. Life insurance may provide you with the opportunity to bequeath money to your...

Wednesday, May 1, 2024

Mothers are our teachers, starting from the time we are born and lasting throughout our lives. They have a role in teaching us how to be good people, take care of ourselves, and even be a success in the business world. Many small...

Wednesday, May 1, 2024

Your goals and priorities will probably change as you plan to retire. Along with them, your insurance needs may change as well. Retirement is typically a good time to review the different parts of your insurance program and make any...

Wednesday, May 1, 2024

Financial goals are essential. Setting them will help you to obtain the things you want out of life as well as live the lifestyle you desire, both during your working years and in your retirement. But obtaining these goals isn't always...

Wednesday, May 1, 2024

Among the many changes that joining the military brings, a frequent change in location is sometimes part of the territory. For families, moving often can make it difficult to feel settled in a home, or to even make the commitment...

Monday, April 29, 2024

Sustainable investing is on the rise, accounting for about $1 in every $3 in actively managed assets.1 And with more investors interested in companies with responsible corporate governance, climate change commitments and long-term...

Monday, April 22, 2024

Personal finance is an important area of knowledge—but it's not always taught in schools. It may be tough to master when you haven't had much guidance prior to adulthood. You may be able to improve your financial literacy and maintain...

Monday, April 15, 2024

Learning financial literacy, such as money management, budgeting, and investing, can seem daunting, but is no different than learning how to speak another language. Being financially literate allows you to have a better, more...

Monday, April 8, 2024

Determining how your income impacts Social Security (SS) taxes is important for tax planning. Factors that determine how much pay SS tax you pay, depending on your circumstances, include: If you have income from working in retirement....

Monday, April 1, 2024

If you've been wondering how to optimize your finances and ensure your money continues to work for you, a financial professional may be able to help. But the thought of turning over your most sensitive financial information to a...

Tuesday, March 26, 2024

As more and more consumers search for financial information on the Internet, they may inadvertently leave themselves open to being “tracked” by certain companies and individuals.

Tuesday, March 19, 2024

Some older workers return to the workforce or continue to work well past retirement age. Workers over 50 may change jobs while working in the same occupation or field later in life to continue their careers for longer.

Tuesday, March 12, 2024

Regardless of the stage of life, your credit score is an essential component of your financial health when you're in retirement. A consistently strong credit score can pave the way for greater confidence, easy loan access, and lower...

Monday, March 4, 2024

Retirement is an exciting time, but it can be tough to leave behind the safety net of a stable income or the work routine you’ve followed for decades. Many seniors who reach retirement age end up working part-time.

Monday, February 26, 2024

You can use a variety of strategies to pay off debt, many of which can cut not only the amount of time it will take to pay off the debt but also the total interest paid. But like many people, you may be torn between paying off debt and...

Monday, February 19, 2024

Determining how your income impacts Social Security (SS) taxes is important for tax planning. Factors that determine how much pay SS tax you pay, depending on your circumstances, include: If you have income from working in retirement....

Monday, February 12, 2024

Valentine’s Day represents love, but not just for couples. You can also spread the love through sharing your family business succession plan with the loved ones you hope will take over the reins of the company you spent your life...

Thursday, February 1, 2024

Tech brings convenience, increased autonomy and investment opportunities The digital revolution is transforming lives across all age groups, and seniors are no exception. Technology has become an indispensable tool for older adults,...

Monday, January 29, 2024

For small business owners, tax planning is crucial. Without proper planning, you may find a large portion of your hard-earned profits and savings eaten up by taxes that may not have been so high if you knew better options to pursue. To...

Monday, January 15, 2024

Life today is expensive, and contributing to a retirement plan is more beneficial than ever. Recently, the IRS announced it was raising the contribution limit for 401(k)s to $23,000 for 2024, up from $22,500. In a world where pensions...

Monday, January 8, 2024

Financial wellness studies over the past few years indicate that investors desire financial wellness. The recent pandemic, economic and inflationary conditions, changes in work-life balance, and more responsibility for financial...

Sunday, December 31, 2023

Use your best comparison-shopping skills when choosing a financial professional Many financially successful people are comparison shoppers. If you’re one, you pore over ratings in consumer magazines, read websites for reviews and...

Monday, December 25, 2023

As the end of the year approaches, investors need to focus on tax-related considerations, particularly regarding capital gains. Year-end tax planning can help investors manage their overall tax liability while seeking to manage...

Monday, December 18, 2023

With the holiday season just around the corner, you may be ready to get a jump on your holiday shopping. Unfortunately, for many, holiday shopping easily gets out of control. When you are in the giving spirit, you may find yourself...

Monday, December 11, 2023

The new year is fast approaching, and it is the perfect time to set up resolutions for your business. Whether you want to increase your sales, gather a more extensive customer base, or just accomplish needed business improvements,...

Monday, December 4, 2023

Generational wealth involves financial planning, where parents or grandparents pass wealth to loved ones after they die. Entrusting family members with receiving an inheritance is more than just getting a hold of assets or a check in...

Tuesday, October 31, 2023

It's nice to own stocks, bonds, and other investments. Nice, that is, until it's time to fill out your federal income tax return. At that point, you may be left scratching your head. Just how do you report your investments and how are...

Tuesday, October 31, 2023

Retirement seems like a long way off, but it arrives faster than you think. The big question is, are you ready? What exactly does retirement entail? Analysts suggest there are four designated phases of retirement that a person often...

Tuesday, October 31, 2023

Losing one's significant other is one of the most stressful of all possible losses, even if you've had some time to emotionally prepare for it. And while it can be tough to do more than put one foot in front of the other, losing a...

Tuesday, October 31, 2023

What are year-end investment decisions? Year-end investment decisions may sometimes result in substantial tax savings. Tax planning may allow you to control the timing and method by which you report your income and claim your...

Monday, October 23, 2023

Whether you are an employee in corporate America or a small business owner, retirement is a part of life. For many, the thought of retiring and whether or not you are ready to take those first steps might be overwhelming or...

Monday, October 16, 2023

What is long-term care? In general, long-term care refers to a broad range of medical and personal services designed to assist individuals who have lost their ability to function independently. The need for this ongoing care arises...

Wednesday, October 11, 2023

You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your retirement and your child's education at the same time can be a challenge.

Thursday, August 31, 2023

Baby boomers’ huge numbers and surprisingly shaky health threaten government old-age benefits. That’s why you need to bolster your own retirement finances more than ever – and pay attention to your insurance needs....

Thursday, August 31, 2023

Investing in financial markets requires a proactive approach, and one key aspect of maintaining a healthy investment portfolio is conducting periodic reviews. While many investors focus primarily on equities, it's crucial not to...

Thursday, August 31, 2023

The SECURE 2.0 Act, passed as part of an omnibus spending bill in December 2022, added new exceptions to the 10% federal income tax penalty for early withdrawals from tax-advantaged retirement accounts. The Act also expanded an...

Thursday, August 31, 2023

In the world of investing, there are few phrases as exhilarating as "bull market". These words conjure images of an economy burgeoning with opportunity, a period when stock prices are on a steady upward trend, promising lucrative...

Monday, July 31, 2023

Why do so many people never obtain the financial independence that they desire? Often it's because they just don't take that first step — getting started. Here are some tips to get you familiar with the basics.

Monday, July 31, 2023

Some people may find themselves nearing retirement without a solid grasp on certain topics like required minimum distributions or Social Security taxation. Here are some tips that may help improve your finances.

Monday, July 31, 2023

When investing, particularly for long-term goals, there are two concepts you will likely hear about over and over again — diversification and asset allocation. We break down these terms and how they can help you target your specific needs.

Monday, July 31, 2023

It's important for individuals to reconsider relying solely on Social Security benefits as a retirement plan. Here are five compelling reasons why you should not solely depend on Social Security as part of your retirement plan.

Saturday, July 1, 2023

Financial independence means different things to different people. For some, it might mean early retirement. For others, the ability to travel the world.

Saturday, July 1, 2023

The "sandwich generation" is the descriptive term for adults generally between the ages of 40 and 59 who are raising a minor child (or supporting a grown child) while also caring for a retirement-age or older parent.

Saturday, July 1, 2023

Summer is the season of fun and relaxation, but it can also be a time of unexpected expenses. From last-minute vacations to sudden home repairs, these months can often put a strain on your finances.

Friday, June 30, 2023

If recent market volatility has you questioning your opportunities for financial freedom, you are not alone.

Friday, June 2, 2023

The IRS has released the 2023 final version of its Publication 15-B (The Employer’s Tax Guide to Fringe Benefits).The “What’s New” section of the publication includes information on the 2023 business mileage...

Friday, June 2, 2023

Having enough retirement income is a top concern for many Americans nearing or in retirement. Even though they may have saved consistently throughout the working years, they may be concerned that their retirement plans will succeed. A succe

Friday, June 2, 2023

Financial goals are essential. Setting them will help you to obtain the things you want out of life as well as live the lifestyle you desire, both during your working years and in your retirement. But obtaining these goals isn't always...

Friday, June 2, 2023

In an era characterized by high job turnover, it is more important than ever for employees to carefully manage their retirement savings. With a significant portion of Americans withdrawing money from their 401(k)s when they change...

Friday, April 28, 2023

Many people incorrectly assume that life insurance is available only to younger adults. While death is a certainty for all, younger people may be statistically less likely to cause a claim on their policy. Nevertheless, some life...

Friday, April 28, 2023

Once you are in your 60s, you are likely to focus less on growing your retirement funds than answering, "When do I retire?" And once you crack open your nest egg, how should you allocate its contents? The answer often lies in a...

Friday, April 28, 2023

Choosing a 529 plan means first deciding whether a college savings plan or a prepaid tuition plan appeals to you. If you decide on a prepaid tuition plan, you're generally limited to the plan offered by your state. But if you choose a...

Thursday, April 27, 2023

Spring can be a fantastic time to refresh your retirement plan and savings habits. With 2023 bringing increased limits for 401(k)s, individual retirement accounts (IRAs), Health Savings Accounts (HSAs), and other tax-advantaged...

Wednesday, March 29, 2023

Unlike verbal literacy, financial literacy isn't often taught in schools—which means that many people may enter adulthood without having all the tools they need to make informed and effective financial decisions.1 Fortunately,...

Wednesday, March 29, 2023

With April’s federal tax filing and payment deadline on the horizon, Americans are dotting their i’s and crossing their t’s as they prepare for the countdown to Tax Day. But before you rush to get that return out the...

Wednesday, March 29, 2023

Have you ever noticed the topic of investing rarely comes up in casual conversation among peers? In this age of emotional intelligence, vulnerability is encouraged when discussing personal feelings, but vulnerability about finances...

Wednesday, March 29, 2023

Most people know that once they approach retirement age, their reward for years of work comes from Social Security payments they put money towards during their employment. Deciding when to file for your Social Security payments is...

Friday, March 24, 2023

FOR IMMEDIATE...

Wednesday, March 1, 2023

When you are busy running a company, it may be difficult to think about your taxes. Proactive tax planning helps you to avoid an unexpected tax liability when you file. These helpful strategies may offset your tax liability.

Wednesday, March 1, 2023

Having a good credit score doesn't just get you the best interest rates. It can also reduce your auto insurance premiums, allow you to avoid security deposits, and in some cases, even help you get hired.1But what goes into your credit...

Wednesday, March 1, 2023

Deciding which one comes first so you know where to focus your efforts. When it comes to personal finance, there are a number of competing priorities that can make it difficult to determine where to focus your efforts.

Wednesday, March 1, 2023

Managing Investment Returns with Tax-Efficient Strategies. Investing in U.S. stocks and bonds is a popular way for individuals and institutions to grow their wealth and generate income.

Thursday, February 2, 2023

What is a revocable life insurance trust? A revocable life insurance trust is a trust that is funded, at least in part, by life insurance policies or proceeds. It can be an effective planning tool.

Thursday, February 2, 2023

Valentine's Day is one of the biggest holidays for romance and for lavishing gifts on that special someone in your life.

Thursday, February 2, 2023

As the calendar gets ready to turn to 2023, there are a lot of economic metrics worth paying attention to, especially as each will have an impact one way or another on our investments.

Thursday, February 2, 2023

You can use a variety of strategies to pay off debt, many of which can cut not only the amount of time it will take to pay off the debt but also the total interest paid.

Thursday, December 15, 2022

Someone once told me that quitting smoking is easy. He had already done it a half-dozen times. The same can be said for many of the resolutions people make, whether it’s getting more exercise, eating right, or setting a...

Thursday, December 15, 2022

 With delays in tax returns over the past couple of years, as the IRS tries to catch up from the backlog and recover from shutdowns, many people are anxious to get their tax returns as fast as possible. Whether you need your...

Thursday, December 15, 2022

Home ownership is one of the greatest opportunities for establishing a stable financial future. It’s also one of the biggest decisions you’ll make in your life.If you prepare properly, you’ll be able to find a home...

Thursday, December 15, 2022

When you think of identity theft, you may think of unauthorized credit card payments or new lines of credit. However, tax identity theft is one of the most common types of identity theft — and it’s also the most common...

Wednesday, November 30, 2022

 Anyone involved in financial matters of any kind will have to deal with interest, either working for or against you. A quote often attributed to Albert Einstein provides readers with insight into the benefit or crutch of interest...

Wednesday, November 30, 2022

The end of the year can be a chaotic time for business owners. It is a time to compile data, review the numbers, evaluate strengths and weaknesses, and determine growth opportunities for the future. A business owner would be keen to...

Wednesday, November 30, 2022

What are appropriate checklists for year-end tax planning?Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Typically, suggestions are grouped into several different...

Wednesday, November 30, 2022

Whether you're hoping to retire soon or are just beginning to explore the idea of stepping back from your job, you're probably wondering how to make it happen. Will you have enough money? How will you spend your time? What will you do...

Wednesday, November 30, 2022

If one of your New Year's resolutions involves enhancing and expanding your investment portfolio, look no further. In a true New Year's Eve countdown tradition, ask yourself these 10 questions to help review your investment plans...

Friday, November 11, 2022

The average U.S. income tax rate stands at just over 13%—and if you're like many taxpayers, you're always looking for new tips and tricks to help reduce this percentage.1There are a number of different tax planning moves you can...

Thursday, November 10, 2022

For many, autumn is the best time of year. The return of cool breezes, comforting foods, and pumpkins can be invigorating. It’s also a bookmark of sorts, especially for your finances—a perfect time to take stock of your...

Wednesday, November 9, 2022

For many people, entrepreneurship is the ultimate American dream. Five years ago, there were already more than 25 million Americans running their own businesses.1 And with the COVID-19 pandemic leading many W-2 workers to...

Tuesday, November 8, 2022

The S&P 500 does best when one party controls Congress and the WH too The 2022 Midterm Elections will feature hundreds of hotly contested races at the state and local level and will decide whether the Democrats maintain...

Thursday, October 20, 2022

5 Key Steps To Help Women Strengthen Their Business and Their RetirementAs a female entrepreneur, you may face different challenges than your male counterparts. For example, women were disproportionately affected by the COVID pandemic....

Wednesday, October 19, 2022

4 Ways to Save for Retirement Without a 401(k)You are not alone if you do not have access to a 401(k) retirement plan. Pew Research data reveals that 35% of private-sector employees do not work for an employer that offers a plan.1...