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Why Wait Until Retirement to Add Balance to Your Life?
For many Americans, retirement is the time when you are supposed to kick back and start enjoying life. Children are often financially independent, and there is finally time to begin ... -
Important Gifting Rule Changes for 2024
The annual gift tax exclusion is one of the most misunderstood financial concepts in the financial world. Changes in estate tax laws on both the federal and state level have ... -
Managing Your Own Personal Debt Ceiling
With the United States within days of reaching the debt ceiling limit, politicians worked to get a deal done to essentially raise our credit limit and avoid a default. However, ... -
Tax Scams are on the Rise This Tax Season
The Internal Revenue Service has continued to warn taxpayers about the importance of avoiding the myriad of tax scams and schemes this tax season. According to the IRS, thousands of ... -
5 Strategies to Feel More Secure About Your Retirement
Financial success isn’t just about money. Sure, we all wouldn't mind a little more of it but there is much more to living a secure retirement than how much you ... -
Financial Planning Considerations After the Loss of a Spouse
Mourning the loss of a spouse can be one of the most difficult things for a person to experience. In fact, Psychologists Holmes & Rahe developed a scale to assess ... -
With Mortgages Reaching Record Lows, is it Time to Refinance?
Mortgage rates have hit yet another all-time record low. According to the most recent Freddie Mac Primary Mortgage Market Survey, the 30-year fixed rate fell to 3.03 percent, the lowest ... -
What Shape Will Our Economic Recovery Look Like?
The economic impacts from the COVID-19 Pandemic have been steeper than initially anticipated. According to the National Bureau of Economic Research (NBER), we officially entered a recession back in February ... -
5 SMART WAYS TO INVEST YOUR TAX RETURN
The Internal Revenue Service expects more than 155 million tax returns to be filled this year with nearly 112 million taxpayers receiving a refund. That’s right – over 74 percent ... -
Sweeping Changes to Retirement Savings Rules on Tap for 2020
Congress recently passed one of the most significant changes to retirement savings regulation that has occurred in years. The “Setting Every Community Up for Retirement Enhancement or “SECURE Act” as ...
