Traditional IRAs Are Not Like Other Assets in Your Estate. Here’s Why.
Traditional IRAs are subject to a unique set of complex rules. Here are 6 significant differences between IRAs and other financial assets.
Choosing a State for Retirement
Did you know retirement income is not taxed by all states? We’ll help you determine which state is best for retirement on this edition of Project Wealth.
Retroactive Social Security Benefits: Is it right for you?
If you are over your full retirement age, you have the option to back-date your application up to six months. This is almost never the best strategy.
Why You Should Consider Donating Stock to Your Church in 2018
How to pay it forward in 5 easy steps
Lower Income Taxes
Want to reduce your income taxes? Who doesn’t? We’ll help you plan your finances to minimize taxes on this edition of Project Wealth.
7 Tips for Establishing an Emergency Fund
Building an emergency fund, even by starting out small, can provide pay big benefits when faced with an actual financial crisis.
Retirement Withdrawal Mistake #1: Killing the Goose that Lays Golden Eggs
Withdrawing extra funds from your retirement account can diminish your future income stream.
Financial Planning for Families with Special-Needs
It’s important to start early.
The Future Has Always Been Better Than the Past
An investor must be able to see the big picture of history.
Are Investment Management Fees Tax Deductible? It Depends.
The answer ultimately depends on how the management fees are being paid.
‘I’ll Do It Later’ Could be a Retirement Plan’s Worst Enemy
How can you know what you should be saving now?
Who Else Wants Free Money and Lower Income Taxes?
Many are unknowingly saying, “No thank you”.
What the Once-Per-Year IRA Rollover Limit Means for You
The IRS now views 60-day rollover IRA and Roth accounts differently than in the past. Here’s what you need to know.