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Empowering Seniors: Financial Literacy For A Secure Future
One skill that doesn’t lose value even as you age is financial literacy. Seniors struggle with maintaining a fixed income essential for comfort and increasing medical needs. They’re also increasingly vulnerable to fraud, making them...
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Retirement: It’s More Than Just Saving Money
Have you ever wondered about retirement beyond the savings account? Your retirement should be more than just numbers on a statement. Go beyond financial planning and think about a holistic lifestyle. Here is a guide to help you prepare...
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Teach Your Children Well
Even before your children can count, they already know something about money: it’s what you have to give the ice cream man to get a cone or put in the slot to ride the rocket ship at the grocery store. So, as soon as your children...
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Qualifying For The Home Office Deduction
Working from home can certainly provide you with personal benefits, such as a flexible schedule and more family time. But increasing numbers of people are discovering the tax advantages as well. It’s no secret that you generally can’t...
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Investing For Major Financial Goals
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don’t take any money out until you’re ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn’t it? But that’s what...
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5 Tips For Targeting Your Retirement Savings Goal
What if you’re saving as much as you can, but still feel that your retirement savings goal is out of reach? As with many of life’s toughest challenges, it may help to focus less on the big picture and more on the details.
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Guard Against Student Aid Scams
One reason for the establishment of the U.S. Education Department (ED) in 1979 was to assist students in paying for a post-secondary education. Like corporations that market to consumers, the ED conducts much of its business...
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Wills: The Cornerstone Of Your Estate Plan
If you care about what happens to your money, home, and other property after you die, you need to do some estate planning. There are many tools you can use to achieve your estate planning goals, but a will is probably the most vital....
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Parents Hire Their Children To Help Pay For College
Business owners hire their children for sound reasons such as instilling a strong work ethic, teaching responsibility, encouraging entrepreneurship, reducing taxes, and saving for a college education. The Tax Cuts and Jobs Act of...
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Closing Gaps In Your Insurance Coverage
Buying insurance is about sharing or shifting risk, but you may think you’re covered for specific losses when, in fact, you’re not. Here are some common coverage gaps to consider when reviewing your own insurance coverage....
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Understanding Your Risk Tolerance
One of the questions we often get, particularly from newer investors or people who are moving into another stage of their investment lives, is “how can I gauge my risk tolerance?” Risk tolerance is an investment term...
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The Ultimate Personal Finance Checklist Before You Turn 30
The 20s are a wild decade. One moment you’re graduating college, without a worry (just a bit of student debt) in the world, the next, you are hitting the big 3-0. There are two types of people in the world — those who get...
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Avoiding A Retirement Income Gap
There are a lot of articles aimed at people who realize as they grow closer to retirement, they will not be able to generate enough income in retirement to meet their needs. They include tips like: Delay retirement: 65 is just a number...
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3 Key Differences Between Traditional And Roth IRAs You Need To Know
There are such things as good and bad retirement accounts, but which is which often depends on your situation. Take traditional and Roth IRAs, for example. They’re similar in a lot of ways, but one of them is probably going to...
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