Your Summer International Travel Checklist
This blog will provide helpful tips for people traveling abroad to ensure a seamless trip.
This blog will provide helpful tips for people traveling abroad to ensure a seamless trip.
This blog will talk about Mental Health Awareness Month, which occurs in May, and share resources for those struggling with mental health.
This blog will talk about some of the most notable changes from the Tax Cuts and Jobs Act of 2018, as well as provide an update about what to expect when this bill is sunsetted in 2025.
This blog explains why it’s important to shred sensitive documents and provides tips on how to find a Shred Day event.
Spring is an ideal time to clean up your finances, clear out the clutter & get a fresh start. Consider these 7 suggestions to get a better handle on your finances.
This blog will talk about the use cases and limitations of AI with regard to financial planning and emphasize the fact that human financial advisors are still far superior to AI.
This blog explains what real estate investment trusts (REITs) are and includes information on the types of REITs, their benefits and drawbacks, and how to invest in REITs.
On May 28, 2024, settlement cycles on U.S. stocks and other securities will shift from two business days to one. What does the trade settlement change mean to investors?
Getting stuck with an unexpected tax bill can be stressful and unsettling. Here are five ways to reduce your tax bill to a more manageable size.
How might you consider the future of your creative work, patents, likeness, and other IP? Could these be important factors in your retirement strategy and beyond? While these advancements present exciting opportunities, they also require careful consideration of ownership, management, and estate strategy.
Our economy and society will change as more and more baby boomers retire.
This blog will be about filing a final tax return for a loved one who has passed away. It includes information that the person filing will need and discusses how to make the process easier.
This blog will piggyback off the theme of National Volunteer Month and provide readers with some ideas for how to celebrate by volunteering.
The tax season is officially here. If you haven't already, now is the time to get prepared.
This blog is about why retirement planning looks different for women than it does for men and what we can do to help more women retire comfortably.
This blog will talk about what financial documents you should back up to ensure your financial safety.
This blog will talk about what a credit freeze is and how to freeze your credit.
If you're a decade or so away from retirement, you've probably spent at least some time thinking about this major life change. How will you manage the transition? Will you travel, take up a new sport or hobby, or spend more time with friends and family? Should you consider relocating? Will you continue to work in some capacity? Will changes in your income sources affect your standard of living?
The tax filing deadline is fast approaching, which means time is running out to fund an IRA for 2023. If you had earned income last year, you may be able to contribute up to $6,500 for 2023 ($7,500 for those age 50 or older by December 31, 2023) up until your tax return due date, excluding extensions. For most people, that date is Monday, April 15, 2024.
Heading south to avoid the winter chill? Before adopting the snowbird status take into consideration these financial tips and hidden costs.