Blogs
Make Your Final Tax-Saving Moves Before Dec. 31
Proactive investors know that the months before year-end can be an ideal time to make strategic adjustments. While keeping in mind your long-term investment goals, meet with your advisor and coordinate with your tax professional to examine nuances and changes that...
The Importance of a Will & Keeping it Updated
Having a will is a crucial aspect of estate planning that ensures your assets are distributed according to your wishes after you pass away. Without this legal document, the distribution of your estate will be determined by the laws of your state, which may not align...
The Simplicity of a SIMPLE IRA
Are you a small business owner looking for ways to help your employees save for retirement? If so, you may want to consider offering a SIMPLE IRA plan. A SIMPLE IRA (Savings Incentive Match Plan for Employees Individual Retirement Account) is a retirement plan...
Reviving Your Retirement Plan: Accelerated Savings After 40
Retirement planning is a critical aspect of personal finance, yet many people find it challenging to save enough money for their golden years. If you're worried about your retirement plan, it's not too late to revive it, and if you don’t have a retirement plan, it’s...
Fall In Love With Your Finances
Spread the love this Valentine’s Day by falling back in love with your finances! Similar to a loving partner, your finances can support and empower you to achieve your dreams, as long as you invest the time and effort to nurture and grow them. So why not start today?...
The Importance of Estate Planning: Protecting Your Legacy
As we go through life, we accumulate assets, savings, and investments. These are the results of our hard work, dedication, and perseverance. We want to make sure that these are protected and pass on to our loved ones after we are gone. Estate Planning can be a crucial...
Saving for Your Child’s Education: How to Plan Ahead
------------------------------------------------------------------------------------------------------------------- As a parent, you want to give your child the best possible start in life, and a higher-level education might be key to that. Unfortunately, the cost of...
The Roth IRA – Explained!
When it comes to saving for retirement, there are many options available. One of the current popular options is the Roth IRA. But what exactly is a Roth IRA, and how does it work? An IRA, individual retirement account, by definition is a retirement savings account in...
A Newbie’s Guide to Gaining Credibility for Borrowing Money
Looking for your first home or planning to borrow money for another large purchase? Whether the need to borrow money is for a personal or business purpose, one of the challenges you might encounter is gaining credibility to show lenders that you are capable of paying...
Hidden Benefits of 529 Plans
Beyond education savings, these plans can work for you – not just your kids. Most commonly, 529s are known as a tool to save for college expenses tax-free, but even if you can cover college costs in other ways, don’t overlook how using these plans can benefit you....
Financial Resolutions For 2024
Start the new year right by reviewing and revamping your financial plan! Instead of hauling out those familiar New Year’s resolutions about keeping a journal or drinking more water, how about focusing on your financial well-being? As we step into the year 2024, its...
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