Start 2022 off on a right foot by understanding how much to start saving toward your retirement and stepping toward financial independence.
Continue readingDecreasing your tax bill: Year-end tax planning tips for 2021
This year has seen tax law changes affecting everyone from young families to those already retired. Here are a few tips for decreasing your tax bill.
Continue readingWhat it really means to be a fiduciary financial advisor
Just because an advisor says s/he is a fiduciary doens’t mean they’re held to the same legal standard. You need to know what being your fiduciary really means.
Continue readingWhen to sell stocks
As the stock market continues to set new record highs, you may be wondering whether now is a good time to sell stocks.
Continue readingWho is impacted most by inflation?
The cost of everything is going up. Many retirement projections are based on a much lower inflation rate than what we are currently experiencing.
Continue readingIncreased risk of financial abuse due to COVID isolation
The isolation generated by the COVID quarantines left seniors more vulnerable to scammers and increased potential for financial elder abuse.
Continue readingGood old savings bonds
Even amid the cryptocurrency hoopla, savings bonds may be worth revisiting for some of their unique properties.
Continue readingUnderstanding the flurry of recent tax changes
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.
Continue readingReader beware: keep your goals in mind when searching financial information
Keep your goal in mind when sifting through piles of financial reading.
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