Avoiding the Unpleasant Surprise of a Mutual Fund Capital Gain Distribution
If you’re investing in mutual funds at the end of the year, exercise extra care to avoid paying tax on gains that are earned internally by the fund.
Does Who Wins in November Make a Difference in Your Portfolio?
While presidential elections can influence market performance, many other factors do, too. It’s important to recognize the complexity of the stock market and be careful not to confuse correlation and causation.
AGILE Overview
Retirement is a journey to be enjoyed over time, not a destination. Chris Hershey will help you plan for your unique journey on this edition of Project Wealth.
PHASE 1 of the AGILE Retirement Journey
Did you know a critical phase of retirement begins 10 years out? We’ll go over what you need to do in phase one on this edition of Project Wealth.
Give Your 401(k) an Upgrade with Fidelity BrokerageLink®
Does your employer-sponsored retirement plan offer brokerage services? If so, you may gain access to expanded investment choices, including a range of mutual funds.
When Should You Take Social Security?
Before you decide when to begin drawing Social Security benefits, you should evaluate a number of factors, including life expectancy and the financial challenges that face the Social Security system.
What is a Money Script?
We all have different “money scripts,” or things we tell ourselves about money that impact our financial decisions. Becoming aware of these thoughts—and the impact they have on our spending and saving behaviors—is important as you plan for and enter retirement.
As You Approach Retirement, How You Save is Extremely Important
In planning for retirement, how you save is just as important as how much you save. Learn how you can save tax-efficiently by diversifying your assets across accounts that are taxed differently.
Use the Ten Years Prior to Retirement to Position Yourself for Success
The 10-year period before you retire can matter more to your retirement success than any other.
The Alternative Minimum Tax and Form 6251
Get familiar with the Alternative Minimum Tax and learn what triggers this part of the tax code.
6 Ways to Help You Reach Your Retirement Goals
It’s never too early to start planning for retirement. By setting a strategy— and sticking to it—you can help achieve your goal of financial independence sooner.
Converting Paper U.S. Savings Bonds to Electronic Format
Converting your paper savings bonds to an electronic format allows you to access their current rate and value, which is especially important as you plan for retirement.
Dos and Don’ts of Retirement Planning
Use these tips and strategies about spending, saving, and asset allocation to reach your retirement goals.
Data Breaches are on the Rise: How to Protect Your Personal Information
Learn how to protect yourself from data breaches, and what you can do if your information is compromised.
The Presidential Election Cycle Theory is Just Another Guess
The Presidential Election Cycle Theory states the stock market is weakest in year one of a presidential term and then improves. Is it a theory you can rely on?
5 Ways to Save for Retirement…before it’s too late
Are you saving enough for retirement? Read about target savings rates and see our strategies for closing the retirement savings gap so you can achieve financial independence.
Is Your Vacation Home a Residence or a Rental Property?
Understand how the IRS differentiates between these investments when planning how to use the property personally.
What Lessons Can Philanthropy Teach Us?
Merriam-Webster defines philanthropy as “goodwill to fellow members of the human race, an active effort to promote human welfare, or an act or gift done or made for humanitarian purposes.”…
What is Concierge Medicine?
Concierge medicine1 is a type of doctor/patient relationship in which patients pay an annual retainer fee to their doctor in exchange for more personal care. The doctor can then limit their…
A Special Purpose Entity Enables Individual Participation in PA’s EITC Program
Special purpose entities in PA allow individual donors to participate in tax credits previously only available to businesses.