What You Need to Know About Medicare
Medicare plays a crucial role in the healthcare plans of many U.S. retirees. Without a clear understanding of how the system works, you could face costly mistakes.
What Are Tax-Focused Gifting Strategies?
Tax-focused gifting strategies, such as donor-advised funds and qualifying charitable contributions, can help you maximize your charitable contributions while minimizing your tax liabilities.
Don't Miss Out: 5 Financial Moves to Make Before Year's End
Take the time to prepare before the end of 2024 (it’ll be here before we know it!) by considering these five end-of-year financial actions to cover all your bases.
Shield Yourself Online: Key Measures to Prevent Cyber Attacks
In this post, I provide practical tips and best practices for defending against cyber attacks. Implementing these steps helps you lower your risk and create safety around both your personal and financial information.
What is the Presidential Election Impact on Investments?
As you prepare to vote in this next election, it’s okay if your opinion on the economy influences your choice. And yet, it’s important to remember that the President of the United States has less control over the economy than you might believe, and the effect on investments during a presidential election is even lower.
Stretching Your Dollar - Retirement Asset Withdrawal Strategies That Work
You’ve spent decades diligently building up your retirement savings, and now it’s time to make it work for you. As you transition into this new phase of life, it’s crucial to see that it lasts.
What Is The Fed And What Do They Do?
The Federal Reserve: A powerful presence within the finance world that is often overlooked but holds tremendous control over our economic well-being.
Is Social Security Sustainable?
If you pay attention to the news, you may have heard the negative predictions about the sustainability of our Social Security fund. . . it’s crucial to look beyond the headlines and understand the underlying challenges the program faces.
Time Is Running Out: The 2025 Tax Sunset Is On The Horizon
The 2025 Tax Sunset is on the horizon and may affect taxpayers across the board. With many 2017 Tax Cuts and Jobs Act (TCJA) provisions set to expire, it could mean significant tax shifts for individuals and businesses alike.
The Money Script: Don't Let Your Emotions Control Your Wealth
Most of what we do every day comes from habits driven by thoughts and emotions. Even the most successful investors sometimes experience feelings of stress or excitement when they deal with money.