There are a lot of questions about the Build Back Better plan and potential tax law changes, including an adjustment to capital gains taxes. Many ideas are being considered as legislators look for ways to raise revenue to help pay for the Build Back Better plan.
How Much Do You Need to Retire?
How much money do you need to retire? Planning how much money you'll need to live comfortably in retirement is important. Here are some tips to help you figure it out.
Social Security Benefits May Decrease by 2034. Here Are 5 Ways to Help Fill the Income Gap
What can you do if your Social Security benefits are reduced? Here are five ideas to help you bridge the income gap.
7 Reasons Why It’s Time to Stop DIY Investing and Hire a Financial Advisor
You may think you can manage your own investment portfolio but there are benefits to letting a financial advisor do it for you. Here are 7 reasons why.
Avoid These Mistakes When Setting Up a Living Trust
Avoid these five mistakes when you’re setting up a living trust so you and your trustees benefit from the full advantages a trust has to offer.
As Biden Secures the Presidency, What Could it Mean for Your Future Estate Taxes?
How will estate and gift taxes change when Joe Biden takes office?
Investing for Retirement Income: Straw, Sticks, or Bricks?
What is the difference between dividend-yielding stocks, high-yield bonds, and total-return investing, and how do you choose?
A Guide to Dividing Your Estate Unequally
What is the best way to divide assets unequally in your will? What are the options?
As the Coronavirus Continues, Avoid These Five Retirement Mistakes
From neglecting your emergency fund to withdrawing too soon, there are fundamental mistakes that could cost retirees dearly in the future. What are the five most common retirement mistakes during covid?
4 Common Money Mistakes for Pre-Retirees
What are the four most common mistakes soon-to-be retirees make regarding their money? How do you correct them?