Everything you need to know about estate planning
Estate planning can give you peace of mind Estate planning might seem like something meant only for the old or sick, but that’s not the case — especially in today’s day and age. In a world […]
Pros & cons of working after retirement
It’s easy to assume that when it comes time for retirement, retirees are happy to leave the workforce to pursue more leisurely activities. But according to the AARP, in 2018 (the most recent year for which […]
Tips for creating a financial plan
It’s time to talk about the big picture for a minute, so close your eyes and imagine your future. What does it look like? Are you sitting poolside, sipping margaritas while someone else takes care […]
Learning to pay yourself first
Exactly what does it mean to pay yourself first? Overall, it means that your top priority should be to put a certain amount of money into your savings and/or investment accounts before you pay your […]
Bad financial advice from US presidents
We’re less than a month away from perhaps the most important presidential election in U.S. history, one that will not only decide the fate of the country for the next four years but likely the […]
How to set up a college fund
It’s no secret that college tuition is growing at exorbitant rates in the U.S., and it seems as if there is a near-constant stream of headlines shouting the latest updates in the rising cost (and […]
11 great accounts for first-time investors
When choosing from the best types of investment accounts for young investors to open, you should consider when and how you plan to use the money (education, retirement, etc.) and whether they are qualifying or non-qualifying […]
15 smart tax moves to make before Dec. 31
It’s been a crazy year so far, with a lot of changes in personal finances, retirement planning, tax planning as well as business finances. As we move toward the end of the year, it’s a […]
These states don’t tax your Social Security check
When you’re saving for retirement and making your plans to actually retire, you have many factors to consider. One of the most critical factors is figuring out whether you can afford to retire in your ideal location. […]
8 investing rules to follow when the stock market drops
Staying invested for the long-term has historically paid off. The market reflects the overall growth in the economy and rewards long-term investors, even though temporary dips will always occur. After seeing huge stock market drops, […]