The last 15 months have produced a flurry of tax law changes. Here’s a short summary of a few of the most critical.
Continue readingLong-term care planning should start with visioning your late-life
Knowing what you want in your late-life years is an important first step to planning your financial well-being for those years.
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Keep your goal in mind when sifting through piles of financial reading.
Continue readingFinancial tips for a thriving 2021
Even if the resolutions you made in January have gotten a little stale, it’s never too late to follow a few financial tips for a thriving 2021.
Continue readingHow I invest
Putting his money where his mouth is, Justus explores how he decides his own investment strategies.
Continue readingInclude charitable gifts on your holiday list
It’s never too late to help others especially during these extreme times. For 2020 you can take a tax deduction for donating up to $300 even if you don’t itemize!
Continue readingThe allure of beating the stock market
Wouldn’t it be great if you could consistently outperform the stock market to increase the return on your investments?
Continue readingHanging on to stuff can cost you more than money
Using valuable square footage in your home or garage to store and extra 20 years’ worth of stuff carries a cost.
Continue readingCharge it, Junior! Should kids have a credit card?
Trying to build credit can be a challenge especially for young people. What can help you determine if your child is ready for a credit card.
Continue readingCareer Asset Management question: What can I contribute?
Benchmarking your career asset does not only apply to your compensation. Being able to answer “what do I contribute” helps identify your value.
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