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Your business’s success is in your hands when you’re self-employed, so you need to be knowledgeable about and take advantage of whatever assistance is available—especially when it comes to lowering your tax bill. It’s commonly known that the government subsidizes certain personal expenses when you work from home. The key to this deduction is […]Continue reading
“You have brains in your head. You have feet in your shoes. You can steer yourself any direction you choose. You’re on your own. And you know what you know. And YOU are the one who’ll decide where to go…” ― Dr. Seuss, Oh, the Places You’ll Go! Retirement dreams come in all designs and visions, […]Continue reading
In response to the economic fallout of the COVID-19 pandemic, the CARES Act contains a number of essential measures important to the financial security of the American population. This far-reaching legislation offers protection and support to small businesses, hospitals, and individuals, such as more flexibility with your retirement accounts. Here, we’ll discuss some of the […]Continue reading
The federal tax deadline of Monday, April 15 is just around the corner, and you may be excited about the possibility of receiving a sizable refund. After filing taxes, most refunds will be issued within three weeks. If you’re receiving one this year, it’s the perfect opportunity to improve your financial situation. Data from the […]Continue reading
After working hard all your life and planning diligently to achieve financial independence, the last thing you want is having to fork over a large percentage of your income to the IRS. Even when you’ve left the workforce, taxes will follow you into retirement. Fortunately, there are strategies that enable you to create tax diversification […]Continue reading
The retirement landscape is constantly in flux as Americans adapt to the ever-changing financial environment. On December 20, 2019, President Donald Trump signed the Setting Every Community Up for Retirement Enhancement (SECURE) Act as an effort to reshape and modernize our country’s retirement system. With most of its provisions effective this year, here are some […]Continue reading
As we set our eyes on the new year, it’s an ideal time to sit down and review your financial strategy. Take a few moments to review some of these deadlines and take advantage of the opportunity to grow your wealth and better position yourself: Revisit your 401(k) contributions. You have until December 31 […]Continue reading
Today, Americans 65 and older are more likely to be working than in 1985. More than 20% are working part- or full-time, and the numbers are projected to continue climbing, according to a recent study.1 Reasons for working longer? There may be a whole spectrum of reasons, but most of it comes down to rising […]Continue reading
6 Common Retirement Questions For Educators How to Prepare For Retirement Introduction In today’s uncertain economy and volatile markets, the retirement dream can seem elusive. Many Americans are worried about whether they can afford to retire and how to ensure that their savings last as long as needed. Many retirees and pre-retirees in the […]Continue reading
6 Important Financial Strategies For Your 20’s and 30’s Personal Finance & Investing For Generations X and Y Introduction 20 and 30-somethings have very different personal finance and investing priorities than their parents. Instead of worrying about Social Security benefits and catch-up IRA contributions, you might be worrying about digging yourself out of student […]Continue reading
