59½? 70½ ? How does the IRS come up with these?
You may need to make quarterly tax payments on your capital gains.
What can be worse than expecting to finally get a Social Security raise, only to find out that your net check actually went down due to your income two years ago?
Learn whether you can use your IRA’s Required Minimum Distribution (RMD) to pay some or all of your quarterly tax estimates.
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.
There are a few tax strategies for retirees that could increase your refund or at least help to trim the tax you owe.
Did you know that a health savings account functions like an IRA at age 65? Mike Helveston shows you how it works on this edition of Project Wealth.
If you are an executive at a large company, you may receive stock in your company at some point as a form of compensation.
We all know that regularly maintained vehicles are more reliable, more durable, and have a higher resale value. What about your financial plan? Is a once a year check up on your investment…
Learn about different Medicare plans and the benefits of each to decide which is right for you.
Compare 529 plans, investment savings accounts, paying once schools starts, and using student loans.
An IRA can be a great way to save for retirement. When is it smart to roll over a 401(k) to an IRA? Get some tips on IRA’s on this edition of…
Ways investors can save money on taxes.
The savings for non-tax deferred (retirement) account investors can be significant.
Save time, Save money, Save headaches!
Why you need to consider inflation as a risk to financial security in retirement.
Equities are among the best long-term investments, despite being terrifying in the short term.
They may appear to be similar but are often very different.
Volatility often causes people to make decisions that may not be in their best interest.
Consider these factors before you make a decision.