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Tuesday, January 5, 2021

While the 2020 tax year saw some significant changes to filing deadlines due to the effects of the global pandemic, the 2021 tax season seems to be set to be on track with normal filing deadlines. With the pandemic still in sight, it...

 

Tuesday, January 5, 2021

Only one-in-four Americans (27%) feel very confident that they will have enough money to live comfortably when they retire, according to the 2020 Retirement Confidence Survey Summary Report.⁠11 While the number is up slightly from the...

 

Tuesday, January 5, 2021

For investors approaching retirement, it is important to begin thinking about retirement income planning. This involves a mindset shift from accumulating an investment portfolio designed for growth to creating a portfolio of retirement...

 

Monday, December 21, 2020

More than most years, it’s hard to look ahead to the next year, to 2021, without looking back at 2020. A global pandemic, a massive economic collapse, a bear market, a surprisingly sharp reversal, a hotly contested election...

 

Friday, December 4, 2020

The COVID-19 pandemic put quite a crimp on large parties or even smaller gatherings in close quarters, and now, holiday gatherings and events are likely to look very different in 2020. But different doesn't necessarily mean bad, and...

 

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Friday, December 4, 2020

If you’re looking for way to save money as you head into 2021, there are a few ways that can potentially cut costs around your household, without having a major impact on your lifestyle. Read on for three ways you can trim some...

 

Friday, December 4, 2020

Financial wellness, like physical wellness, isn’t something you should ignore. Instead, it's a critical concept for anyone who wants to be knowledgeable and confident about their finances, and in fact, financial wellness is so...

 

Friday, December 4, 2020

2020 doesn't just mark a new year, but the beginning of a new decade—and with it, some more changes to the federal tax code. It can often be easy to put tax preparation on the back burner, but being proactive can help you save...

 

Friday, November 6, 2020

2020 has been one of the most unprecedented years in recent history, but some things—like tax contributions and retirement deadlines—don't change much, if at all. And with the uncertainty surrounding just about everything,...

 

Friday, November 6, 2020

Last year, the average American spent nearly $1,000 per person on holiday gifts, up from about $885 per person in 2018.1 Though the COVID-19 pandemic continues to weigh on the retail sector (and many Americans' bank accounts), some...

 

Friday, November 6, 2020

As the end of the year approaches, it's time to consider strategies that could help you reduce your tax bill. But most tax tips, suggestions, and strategies are of little practical help without a good understanding of your current tax...

 

Friday, November 6, 2020

In previous generations, husband’s traditionally handled the family finances. While this arrangement may have worked well during the husband’s lifetime, the consequences of the wife’s lack of involvement in the...

 

Friday, November 6, 2020

With the holiday season just around the corner, you may be ready to get a jump on your holiday shopping. Unfortunately, for many, holiday shopping easily gets out of control. When you are in the giving spirit, you may find yourself...

 

Wednesday, October 7, 2020

Health savings accounts (HSAs) offer tax savings for account holders—contributions are tax-free going in, tax-free coming out (with some exceptions, discussed below), and investment gains are tax-free as well. For high net-worth...

 

Wednesday, October 7, 2020

With COVID rocking the employment landscape for job-seekers, some women have taken this opportunity to reinvent themselves and take charge of their own financial futures by launching a business. Entrepreneurship is one of the most...

 

Wednesday, October 7, 2020

By the last third of the calendar year, you're likely to have a pretty good idea of what your annual income will be and whether any major expenses or big life changes await you. This can allow you to engage in more robust tax planning,...

 

Wednesday, October 7, 2020

As the saying goes, "50 is the new 40"—and with Americans living longer than ever before, it's not unusual for those in their 50s, 60s, or even 70s to be in their peak earning years.1 But for those who would prefer the option of...

 

Thursday, September 10, 2020

Many of you already have estate documents, probably executed many years ago. You need an estate attorney to look over your documents every 10 years or so. Here are a dozen points to review. Do you have a will and powers of attorney for...

 

Monday, August 3, 2020

Every year, millions of Americans celebrate the holidays with traditions such as throwing parties and buying gifts for family and friends. Unfortunately, many also participate in a tradition that lands them in debt -- spending more...

 

Monday, August 3, 2020

Using money to enhance your life and the lives of those around you Money matters are complex and even scary. How you choose to approach finances mentally is key to mastering them. Financial professionals call this “money...

 

Monday, August 3, 2020

As more Americans shoulder the responsibility of funding their own retirement, many rely increasingly on their 401(k) retirement plans to provide the means to pursue their investment goals. That's because 401(k) plans offer a variety...

 

Tuesday, July 14, 2020

AT THE MIDPOINT of 2020, we’re mindful that it’s been an extremely challenging year so far in the United States and around the globe. We’re in the midst of a pandemic that continues to impact all of us, our...

 

Thursday, July 9, 2020

FINANCIAL PLANNING UPDATESubtract Inflation and It All Adds Up Some of us may remember the “good old days,” when gasoline prices were as low as 25¢ per gallon. Others may recall when a can of soda cost 15¢. But...

 

Monday, June 8, 2020

Sometimes, even highly-compensated individuals may find it difficult to achieve long-term success when it comes to managing their personal finances. Although they may attain a comfortable level of income, their focus may be on career...

 

Monday, June 8, 2020

And the most important tip of all? Hire a financial advisor. Investing can be stressful, but it doesn’t have to be. If you have a portfolio that was built for you and use the help of a financial advisor, you shouldn’t be...

 

Monday, June 8, 2020

Americans, it seems, are spenders. Personal savings rates are low and many people spend beyond their means. If you're among those Americans who can't seem to save, it might be time to create a budget. A budget allows you to understand...

 

Monday, May 18, 2020

If you’re divorced or separated, money management will become an important part of your life. While it may be true that money can’t buy or ensure happiness, your ability to manage your finances can play a large role in your...

 

Monday, May 18, 2020

News about the coronavirus has flooded the media, saturated social media streams, and dominated most people's minds for the last few weeks, and the crisis shows minimal signs of abating soon. When worry about this pandemic has affected...

 

Monday, May 18, 2020

We are currently living in a confusing time where most of us cannot leave our homes. At first, this sounds great, but then you are hit with reality. You, and probably your spouse are working from home, and your kids’ school has...

 

Monday, May 18, 2020

With the rapid spreading of COVID-19, and more and more people either on self-quarantine or practicing social distancing, many of us are working from home. While working from home definitely has its perks – no commute! –...