Thursday, July 8, 2021
After factoring in federal income and capital gains taxes, the alternative minimum tax, and possible state and local taxes, your investments' returns in any given year may be reduced by 40% or more. Here are five ways to potentially...
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Wednesday, June 23, 2021
Identity theft is one of the fastest growing crimes in America affecting millions of unsuspecting individuals each year. A dishonest person who has your Social Security number can use it to obtain tax and other financial and personal...
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Wednesday, June 9, 2021
Changing jobs is an important decision – one that many of us are making more often. Once you've decided to switch jobs, your next move is to determine what to do with the money in your former employer's retirement plan. Four...
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Wednesday, May 5, 2021
As of 2020, the average credit card balance has reached over $6,200. It is not uncommon to see credit cards with interest rates as high as 24%, and the higher the rate, the more you will pay over time if only paying the minimum amount...
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Wednesday, April 14, 2021
Nothing in life is certain except death and taxes. -- Benjamin Franklin That saying still rings true roughly 300 years after the former statesman coined it. Yet, by formulating a tax-efficient investment and distribution strategy,...
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Wednesday, March 24, 2021
A key goal of investing for retirement is making sure you save enough to make your money last throughout your lifetime. On this score, women may need to save more than men. The current life expectancy of a female at birth is roughly 81...
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Wednesday, March 10, 2021
Spring cleaning doesn't just mean dusting off those bookshelves in your living room (which, by the way, probably haven't been dusted since you moved in) or vacuuming cobwebs off your ceilings (always great fun). Spring cleaning can...
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Wednesday, February 10, 2021
While the Social Security Administration has stopped mailing annual statements, you can still calculate your (approximate) retirement benefits.
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Wednesday, January 6, 2021
For Americans turning 65, signing up for Medicare is a rite of passage. It's also the entrance to a labyrinth of choices and tradeoffs. This article can help you untangle the way through it.
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Wednesday, December 23, 2020
When you have financial questions or ideas, you need someone to listen.
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