Social Security and Your Spouse
You may be surprised to learn that if you apply for Social Security benefits as a married individual, you automatically apply for spousal benefits.
Your “Magic” Retirement Number?
Does the average American actually need $1.46 million to retire comfortably? What’s Your “Magic” Retirement Number?
How Taxes Affect the Stock Market
Taxes are no one’s favorite topic but their importance as it pertains to our financial plans and investments cannot be overstated.
How We Buy and Sell Homes Probably Just Changed Forever
Last week, the National Association of Realtors (NAR) agreed to settle a major lawsuit that will change the way real estate agents get paid.
Important Resources for Filing Your 2023 Tax Return
We’re in the thick of tax season, so we wanted to provide some additional resources as you prepare to file your 2023 tax return.
Finance Tips and Hidden Costs For Snowbirds
The number of snowbirds migrating to enjoy warmer temperatures, like Texas and Florida, for the winter continues to grow.
How Loss Aversion and the Sequence of Returns Impacts Us
It is far more important for investors to build a portfolio and financial plan that they can stick with through good and bad times, rather than a portfolio with the best theoretical returns.
Benefits of a Donor Advised Fund
One great option for combining charitable giving strategies and tax savings goals is a Donor Advised Fund, or DAF.
Can I Make A 529 Plan to Roth IRA Transfer in 2024?
To help clear up the question, “Can I Make A 529 Plan to Roth IRA Transfer in 2024?,” we put together this helpful guide.
2024 Important Tax Numbers: A Handy Guide
To help you prepare for the coming tax season next year, we’ve created the two-page 2024 Important Tax Numbers summary guide.
Does Inflation Really Hurt Stock Returns?
You may wonder whether stock returns will suffer if inflation keeps rising. Here’s some good news: Inflation isn’t necessarily bad news for stocks.
Social Security & Medicare Changes for 2024
The Social Security Administration recently announced that benefits for 2024 will increase by 3.2%. This is a noticeable change from the 8.7% increase seen in 2023. It marked one of the largest increases in nearly 40 years.
What’s Up With Your Bonds? (Video)
In this video we’ll be discussing the current environment for bonds and how this all impacts your investment portfolio.
Roth IRAs / 401Ks and Why You Should Use Them (if possible)
Planning for retirement can be confusing, complicated, and a lot of times – overwhelming. One great tool that can be used to benefit retirees in the long run are Roth IRAs / Roth 401(k)s.
Understanding Social Security Benefit Taxation
Receiving Social Security benefits can be crucial for a comfortable retirement, but like almost every other form of income, these benefits are taxed by the government.
