End-of-the-Year Money Moves
Here are some things you might want to do before saying goodbye to 2018. What has changed for you in 2018? Did you start a new job or...
Tax Changes That May Be Overlooked
Some alterations to the Internal Revenue Code were less publicized than others. Late last year, federal tax laws underwent sweeping...
Your Diversified Portfolio vs. the S&P 500
How global returns and proper diversification are affecting overall returns. “Why is my portfolio underperforming the market?” This...
Preparing to Retire Single
Unmarrieds need to approach retirement planning pragmatically. In an ideal world, it would be simple to prepare for a solo retirement....
Debunking a Few Popular Retirement Myths
It seems high time to dispel some of these misconceptions. Generalizations about money and retirement linger. Some have been around for...
Smart Financial & Insurance Moves for New Parents
As you start a family, consider these ideas. Being a parent means being responsible to a degree you never have been before. That elevated...
What if Capital Gains Were Indexed to Inflation?
Investors would be taxed less if this idea gets the green light. Recently, President Trump and Secretary of the Treasury Steven Mnuchin...
Is Your Company’s 401(k) Plan as Good as It Could Be?
Two recent court rulings may make you want to double-check. How often do retirement plan sponsors check up on 401(k)s? Not as often as...
Starting a Roth IRA for a Child or Grandchild
This early financial decision could prove profoundly positive over time. Do you have a child or grandchild earning some income?...
Tax Moves to Consider in Summer
Now is a good time to think about a few financial matters. Making changes earlier rather than later. If you own a business, earn a good...
