While the common house cat might not be your first pick when thinking of animals to model your investment style after, your favorite furry friend has several qualities that might be helpful to your investment outlook.
Did you know you may be able to take your 401(k), 403(b), or 457 plan and roll it into another type of retirement account while you are still working? Let’s look at how these rollovers can happen and the pros and cons of making them.
How can you help cover your child’s future college costs? Saving early (and often) may be key for most families. Here are some college savings vehicles to consider.
Estate planning isn’t a fun topic to think about, but it’s important to have everything in order. Learn about some of the most important documents to include in your estate plan.
A living trust may be a powerful tool in your estate planning toolbox. Learn more about what living trusts are and if they make sense for you.
Many individuals hope to pay off their debt, and both the avalanche and the snowball method will help get you there. Learn more about the two repayment options here.
Medicare is a great benefit for retirees. Learn how to make the most out of your Medicare deduction with these tips.
These books will help young (and young at heart) investors understand what it means to be financially successful.
President Biden signed a $1T bipartisan infrastructure bill set to enable enhancements for transportation and utilities over the next five years. Over those five years, $550 billion will be invested.
Preparing for retirement just got a little more financial wiggle room. The Internal Revenue Service (I.R.S.) announced new contribution limits for 2022. A look at the new limits.
January is Financial Wellness Month, a time to check-in with your financial strategy.
When it comes to compensation, many companies now provide equity and stock-based benefits to their employees.
Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your 2021 contributions can create tax benefits for both you and your chosen charity.
Catch-up contributions can be a great way to make up for lost time when it comes to retirement savings. Are you eligible?
Here are some things you might consider before saying goodbye to 2021.
Both SRI and ESG investing are strategies that allow an investor’s portfolio to reflect their personal values. Learn more about these strategies and how they differ.
Right now, Congress is considering a number of tax law changes, including an adjustment to current estate tax law to help pay for the Build Back Better Plan. This timely piece examines current estate taxes and cautions against any sudden estate changes in the near future.
The Social Security Administration (SSA) officially announced that Social Security recipients will receive a 5.9 percent cost-of-living adjustment (COLA) for 2022.
Retirement planning is no easy feat and this is especially true for single women. These 4 tips will help you prepare so that you can have a stronger financial future.
A divorce is never easy, but medical professionals tend to face a few additional hurdles during the process.
