Whether you’re single, paired, or somewhere in between, Valentine’s Day may present the perfect opportunity to show your bank account some love. Below are four tips and tricks to set you on the path toward becoming your own financial valentine. Be a Goal-Getter If it’s been a while since you’ve set any financial goals for …
Regardless of whether you prepare your taxes yourself or use a professional’s services, it’s a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we’ve listed some key information you need when preparing this year’s taxes. Your Personal Information The personal information you may …
Tax Prep Checklist: Everything You Need to Be Ready for Tax Season Read More »
Financial stress can have a direct negative impact on a person’s health and happiness. Unfortunately, this may lead to a downward spiral. The more stress you’re feeling, the larger your financial hurdles may seem, and the more you may rely on unhealthy stress-reducing habits. Fortunately, there are steps you may be able to take to improve …
Getting ready for retirement is both exciting and daunting. While you are likely looking forward to the enjoyment and relaxation that retirement may bring, you are also cautious about ensuring you have enough money to be able to retire in the comfort you anticipate. If your retirement years are on the horizon, below are a …
Five New Year’s Resolutions for Those Nearing Retirement Read More »
Many financially successful people are comparison shoppers. If you’re one, you may pore over ratings in consumer magazines, read websites for reviews and compare scores of products before you buy even everyday products like coffee or toilet bowl cleaner. Yet chances are good you may not use that same care when choosing a financial professional …
Picking a Financial Professional in the New Year Read More »
At the beginning of each year, and regularly after that, it may be a wise idea to take stock of finances and make some changes to help improve your financial life. Here are five resolutions you may make to increase financial independence and work toward building wealth. Review Subscription Services The number of people who …
If the grass looks greener on the tax-free side of the retirement income fence, you may want to consider a Roth conversion. In 2019, almost 46 million households owned Individual Retirement Accounts (IRAs), and the accounts held more than one-third of Americans’ retirement savings. Most of the money was saved in workplace retirement plans before …
Marketwatch By Alessandra Malito Published: Aug 17, 2017 People in this age group don’t mind marrying someone with debt With student debt so high, it’s likely at least one partner will be carrying extra baggage. Millennials appear to be more willing than other generations to take a spouse for better or for worse, in sickness …
People in this age group don’t mind marrying someone with debt Read More »
Kiplinger By Miriam Cross Published: August 30,2018 I’m unmarried and childless, so I didn’t see the point in having a will until last year, when my mom planted the idea. Even now—like many of my peers—I am procrastinating. According to a recent survey from Caring.com, 78% of millennials don’t have a will. “People don’t want …
This week LPL Research came out with their 2021 Market Outlook. Here is the latest blog post: In our recent Market Signals video, LPL Financial Chief Market Strategist Ryan Detrick, and Equity Strategist Jeff Buchbinder discuss LPL Research Outlook 2021, focusing on the economy, policy, stocks, bonds, and more, including: The Fed is here to stay in 2021. …
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