The 4 tax mistakes retirees need to avoid
Making a mistake on your taxes can not only be costly, it can be a big red flag for the Internal Revenue Service, leading to an audit. For people nearing retirement, the stakes can be […]
Retiring soon? 5 things to remember when the market stresses you out
Until recently, the stock market had been strong for more than a decade. And it’s easy to say that you’re comfortable investing your retirement savings in the market when you’re looking at double-digit gains. If […]
4 money lessons boomers can learn from Gen Z
There’s no denying that baby boomers have more life experiences than Gen Z. But this doesn’t mean boomers have nothing to learn from the younger generation. By understanding the money decisions of Gen Z, baby […]
Will the stock market drop put your retirement on hold?
For many Americans, reaching retirement age doesn’t mean the end of work. That may be truer than ever for people in their 50s and 60s given the recent market slide related to the coronavirus pandemic. […]
How much should I really contribute to my 401(k)?
Deciding how much money to contribute to your 401(k) should be based on your desired retirement age, your annual spending needs, and your current savings. Establishing the right 401(k) contribution today helps ensure you put […]
These 10 red flags could lead to an IRS audit
The IRS audited close to a million tax returns in calendar year 2017. This was about .5% of the total returns filed. While this is a pretty small number of audits, being audited is no […]
The complete 9-month money guide for expectant parents
There’s a lot to expect when you’re expecting — not the least of which is a dramatic uptick in expenses. Children are a blessing, to be sure, but any parent will tell you those blessings […]
9 super smart ways to use your tax refund
We’ve all heard the standard advice — pay down debt, build an emergency fund and change your withholdings if you’re getting a big refund. Assuming you have those things covered (you do, right?), here are […]
How to stay compliant when paying international employees
According to the World Economic Forum (WEF), the world is experiencing a Fourth Industrial Revolution. Thanks to technology, human life, as we know it, is going through unprecedented change. “The resulting shifts and disruptions mean that […]
Can you receive Social Security if you’re still working?
We received the following question from a user: If I claim retirement at 65 and am still working, what effect will my earnings have on my Social Security income? This question, from a user whom we […]