If you’ve maxed out your 401(k) contributions and want to save more for your retirement, you’ll need to explore other vehicles.
Do the incentive stock options from your work feel more like a responsibility than a reward? With the right planning, they can be an important investment that helps you reach […]
A tax audit is like a spot check. Although one might never happen to you, it always pays to be prepared.
Running for a minor office doesn’t have to be complicated. It will take a little financial forethought, but it isn’t out of reach.
Your financial plan isn’t something you can set and forget. With every life stage come new challenges and strategies. At every stage of life, there are financial milestones to navigate. […]
You can make a good estimate of your income in retirement, even years in advance. Knowing this number can help you strategize better.
Long before a child is old enough to think about college, parents worry about how they will pay for it. You’ll likely end up patching together financial aid, savings, and […]
If you are a union member, you should plan ahead for a strike so that you know how you will manage if one does happen.
To build a diverse portfolio, you know better than to lean too hard on one type of investment. Alternative investments provide a valuable balance against stocks and bonds. While most […]
In your estate planning, you can reduce the amount of tax your estate will have to pay with the right strategies.
Insurance companies require you to prove that you have an insurable interest in the thing or person you’re attempting to insure.
It’s almost impossible for the average person to buy a house without a mortgage. But you may find a mortgage is the most complex financial transaction you’ve ever done. How […]
While every reservist’s situation is unique, there are a few basic things to know about financial planning as a military reservist.
Anyone can invest, but without knowledge, it’s difficult to ensure good results. A few basic strategies you can learn will put you head and shoulders above a novice investor. This […]
Sometimes, instead of a pay increase or bonus, your compensation might take the form of stock options. A stock option is the option to purchase stock at a given price […]
Sometimes home values fail to rise as you hoped or even plummet. What are the odds that a home you buy will continue to increase in value?
Many people derive their sense of purpose from their jobs. But in retirement, it becomes vital to have a purpose that goes beyond your career. Retirement planning that focuses only […]
Going back to grad school can be a financial setback, but with the right planning, you can minimize the damage and keep up with your obligations.
Investing is a great way to put your money to work and grow your wealth. However, the wrong investment choices could leave you with nothing. This webinar addresses building a […]
Short term rentals seemed like the perfect way to maximize income from a real estate investment. They can earn far more over the same time period than long-term rentals. But […]
While getting health insurance is more complicated when you’re self-employed, it’s possible to get and stay covered.
When you are retired, you rely on your savings and investments to provide a comfortable life, but that can be upset by mishandling your 401(k) or IRA. These mistakes can […]
Could a multi-family home—roommates, multi-generational living, or a group home—be the right choice for you?
Law firms are often small businesses, with all the complexity that entails for retirement planning. But they also have a number of special circumstances which gives them their own distinct […]
Is it worth it to buy a home in an HOA? It depends on what you’re looking for in your new home.
Retirement is one of life’s biggest milestones, after adulthood, marriage, and having children. Your income, lifestyle, and daily activities are likely to change drastically. But it can be a change […]
At some point in their lives, most people will end up eventually needing long-term care. This can happen as a result of illness, disability, or simply aging. A lack of […]
One popular new process, called yield farming, allows cryptocurrency to function more like a bank where you can deposit money for interest.
With so much inflation lately, it’s worthwhile to learn the different types of inflation measurements and what each one means.
While saving for retirement is vital, Social Security can also make a big difference in your retirement income. Using the right strategies can maximize the amount of your benefit. This […]
The bulk of many portfolios is a combination of stocks and bonds. What’s the perfect mix of stocks and bonds for your situation?
While there are endless considerations to learn about when planning your retirement, a birds-eye view can cover the main areas to know. Not only do you need to save enough […]
It can be hard to get a clear picture of your finances when there are so many factors to think of. Not only do you need to make sense of […]
There are tax benefits you can access as a landowner to help reduce your tax liability. These can include conservation easements.
We’ve all had those days. The alarm clock didn’t go off, the bus was late, or there are far too many things on the schedule to remember them all. Even […]
Medicare is a government-sponsored healthcare plan for seniors and disabled individuals. While it provides needed healthcare, it can also be frustratingly complex. There are many choices to make, and there […]
An ABLE account gives you the ability to keep certain assets without them counting against your benefits.
Every parent wants to set their children up for success. By building wealth that lasts for generations, parents can ensure their children start life out already ahead of the game. […]
With every year that passes, it becomes more vital to have a retirement plan and to make progress on it every year. If you’re not already planning for your retirement, […]
The SEC writes regulations for the financial sphere. Though sometimes these regulations may seem burdensome, many of them protect you.
It’s a dream for many women: become financially secure. How do you measure your financial health? What steps can you take to improve it? This webinar will address how advisors […]
Today we will talk about a few different investment simulation tools so you can understand where your advisor’s predictions come from.
Mixing debt with personal relationships can be risky. Are there situations in which you can give a friend or family member an informal loan?
How can you save for retirement when you don’t have an employer-provided 401(k)? IRAs and solo 401(k)s are a few options.
The financial advice you may hear on the news may not be the best way to build a your financial future. Successful long-term investors have to know how to make […]
By giving up luxury, you could save thousands. Or could you? Is it actually a smart budget choice to drive a beater car?
One of the most impactful decisions you will make about your retirement is how and when you claim your Social Security benefits. With the right strategy, you may be able […]
While Social Security alone isn’t enough for most people to retire on, it can be a significant part of your income during your retirement. Depending on the choices you make, […]
Two popular types of funds are actively managed mutual funds and index funds. Today, we’ll look into the similarities and differences between them.
Business owners, commission-based professionals, freelancers, and contractors often don’t make the same amount from month to month. Conventional budget advice and financial planning software often fails to account for the […]