Are You an Investor—or a Speculator?
When you purchase gold, cryptocurrencies, or art, you own an asset you hope will appreciate—without any real idea if it will.
Are You Overspending in Retirement?
The 4% rule was developed taking economic downturns into account, and it has generally held up well during recent financial crises.
Should You Do a Roth Conversion?
Deciding to convert to a Roth IRA doesn’t have to be all or nothing. Let your tax bracket be your guide when determining the amount to convert.
Your 2024 Guide to Year-End Tax Planning
Reducing your tax liability means taking advantage of regulatory updates. We’ll look at some of the year’s tax law changes and opportunities.
Don’t Overlook HSAs as a Retirement Savings Vehicle
It’s a little-known fact that health savings accounts can provide an excellent way to save, invest, and take distributions—without paying taxes.
The Cost of Car Insurance Is Up, Here’s How to Bring It Back Down
We’ll look at why insurance rates rose 21% last year—and consider six practical ways to pay less.
Communication: The Key to a Successful Estate Plan
Want to make sure your wealth benefits future generations? Start by having the right conversations today.
Is Your Estate Plan Ready for the Digital Age?
Take this 10-question quiz to learn why taking charge of your digital assets is more important than ever.
Family Meetings: Planning for Wealth Transfer and Philanthropy
It takes a lot of planning and conversation to transfer wisdom along with wealth. Here’s how the practice of family meetings can help.
How to Reduce (or Avoid!) Taxes on Social Security Benefits
These five strategies can minimize the taxes you’ll pay on Social Security and help extend the life of your nest egg.
Retirement Savings and How to Make Time Work for You
Younger generations are lagging behind on target goals for retirement savings. Here, we will look at some simple strategies for catching up.
Recapping Market Highlights and Most-Read Articles from 2023
This past year, we covered topics ranging from inflation and legislative changes to RMDs and asset allocation. Here is an overview.
How Retirement Savings are Changing in 2024
We reviewed the tax code updates for 2024. Here’s what to know about contributing to a variety of retirement accounts.
Nine Tips for Safer Travel
Surprises on vacation can be stressful. Here’s how to plan ahead so your next trip is memorable in the right ways.
A 10-Question Pop Quiz to Test Your Tax and Investment IQ
How much do you know about the tax implications of investing? This quiz tests your knowledge and gives you a chance to brush up on the basics.
What to Know When Investing in REITs
Real Estate Investment Trusts offer a way to invest in real estate without having to actually manage property. Yet it’s wise to understand the taxation first.
The Pros and Cons of Self-Directing Your Employer-Sponsored Retirement Account
While more investment choices may be appealing, there are some issues to be aware of before taking this direction.
You’ve Been Given the Chance to Retire Early—Now What?
You’ve brought in a regular income and made wise investments throughout your life. Now you’re facing the transition from generating income to drawing down your savings.
Are You Maximizing the Tax Benefit of Your Charitable Gifts?
The IRS is not trying to discourage charitable giving. It is tightening requirements to limit abuses.
Whether You Are Retiring Now or in 10 Years, the Consolidated Appropriations Act Could Help You Save
Some changes take effect this year, and others are delayed until 2024, 2025, 2026, or even 2033.
