What would you do if you received an inheritance of money? Most people don’t think about this unless they already know it’s coming in the near future. Even then, it can be overwhelming to face all the options you may have and decisions that need to be made as to what to do with the money.
Most financial experts advise that you should plan to have saved enough money to generate 80% of your pre-retirement annual income each year in order to retire comfortably. Is that a goal that you feel you can reach or is it a stretch?
Most of us only deal with taxes during tax season, and then we ignore them the rest of the year. However, one of the best ways to retain more of your wealth is to reduce the burden of taxation. An ongoing tax strategy can reduce your tax bill and keep the IRS away from as much of your money as possible.
It’s hard and often counterproductive to comment about breaking news while it’s still moving through the proverbial grinder — which is why we usually don’t. However, we feel it’s worth commenting on the growing number of regional bank runs.
Confused about the SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.
There are many ways to give back during retirement, but one way is to donate your required minimum distributions (RMDs) directly to a charity.
What impact will the past year have on the annual performance of our investment portfolios? Markets often deliver their best returns when we're most discouraged.
2022 has proven to be among the most eventful, challenging years for many small business owners. With uncertainty surrounding a recession and high inflation rates, you have certainly dealt with enough. Here are five things you can do at the end of this year to prepare for tax season.
Well, it’s official. The third quarter has ended in bear market territory across multiple markets. To place that news into meaningful context, consider these two questions:
What do the Inflation Reduction Act and Student Loan Forgiveness Plan mean for you? While the $430 billion package includes many provisions, there are three key areas where you may benefit the most.