A lot of people are under the impression that tax planning is only for high-wealth individuals. However, like financial planning, just about everyone can
If you’re like most Americans, you make the majority of your donations to charitable organizations in November and December. But as you get ready to pull out
During a crisis, you need answers, and your financial advisor knows this. It is a scramble to find the right information, and sometimes you do not even know
Earning an income comes with taxes, and your investment incomes are no different. As your portfolio grows into retirement, it’s important to consider the
As a young gun in the industry, you might not care about your employee stock options, but for those who pay attention, the benefits are enormous. In this
Choosing the right financial advisor can be tough. How do you know if it’s the right person (or company) to manage your life savings? It’s an important job and
The goal for your saving plan is up to you. Some people enjoy travel or the latest electronics. Others may save for school or a home purchase. While there are a
Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several
Here is a common couple’s dilemma. Toby and Linda married in 2005 and bought a house together. Both names were on the deed and mortgage. They married in 2012
The Debate Continues
The official name of the program is “Old-Age, Survivors, and Disability Insurance” program. Its primary source of revenue is the 12.4
Financial planning is about getting your financial house in order. It’s about understanding where you are now, where you want to go, and how to get there