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. There are also a lot of emotions involved with receiving an inheritance; it can be a bittersweet experience.
How Much Do I Need to Retire Comfortably?
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?
Tips to Prevent Overpaying the IRS. Why it’s Important to Have a Tax Plan
What is the best way to ensure you don't overpay the IRS? Tips for having an effective tax plan.
Bank Run Insights
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.
What’s in the SECURE Act 2.0?
Confused about the SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.
Know the Benefits of Sending Your RMDs Straight to a Charity
There are many ways to give back during retirement, but one way is to donate your required minimum distributions (RMDs) directly to a charity.
6 Financial Best Practices for Year-End 2022
What impact will the past year have on investment portfolios? Here are six action items worth tending to before the end of 2022.
5 Tax Tips for Small Business Owners
2022 has been a challenging year for small business owners. Here are five things small business owners can do to prepare for tax season.
Inflation, Interest Rates, and the Market
The financial markets ended third quarter 2022 in bear territory. What does that mean for my investment strategy?
The Inflation Reduction Act and Student Loan Forgiveness. How They Might Impact Your Finances
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.