Keep More. Send Uncle Sam Less. Don’t get me wrong. I love America. But let’s hold onto as much of our hard-earned money as possible and take advantage of tax breaks. We’re all about tax avoidance, which is entirely different from tax evasion (that’s illegal)! But taxes can and do diminish your retirement nest egg. […]
Winning Tax Strategies: From First Save to Final Score Read More »
As you read this, you might be considering working with someone on your finances. If you ask me, I think that’s a great idea. As unbiased as it can sound, everyone needs someone in their life to help guide them to make wise financial decisions. Whoever you ultimately choose to work with—or not—seeking professional financial
Truth be told, it’s more likely that you’ll live longer than your grandparents did. The flip side is that you may spend far more on doctors’ bills and treatment for chronic illnesses than your parents or grandparents. With healthcare costs continuing to rise along with life expectancies, health savings accounts (HSAs) are an increasingly popular
HSA 101: A 2023 Guide to Health Savings Accounts Read More »
Parents may not like to dwell upon their untimely deaths, but creating a will now will help ensure your family’s finances. A will is a legal document that specifies how to distribute your assets and investment accounts to your family and others should you die. It’s important to understand what a will can do as
Protect Your Financial Legacy With a Will Read More »
Here’s a sobering thought: Nobody’s perfect. I know, I know. Hard to digest. But it’s particularly relevant when it comes to investing. Recognizing that no matter how much research and effort you put into your investment strategy, it’s virtually impossible to buy or sell assets based on absolute market highs or lows. In fact, your
The Elusive Buy/Sell Strategy of Perfect Timing Read More »
Avoid these common mistakes to increase the potential of reaching your retirement saving goals.
5 Common Retirement Investment Mistakes Read More »
