In 2017, the House and Senate approved changes to our tax code that will allow 529 funds, previously reserved for college expenses, to be used for private elementary and secondary school tuition.
Are you getting ready to start drawing on social security benefits? If so, or you just want to know how to prepare when the time comes, this article is for you.
This week we are reading about the growing problem of a lack of proper retirement planning and the unfortunate dilemma of death and taxes…should death be taxed?
Are you struggling with weighing the risk and reward to investing? Hint: It may be a riskier move not to invest.
What should you do with an old 401(k)? One option is to roll it over into your current employer’s 401(k) plan, but is that the best choice?
What do you get when you save $40/month for 35 years? The answer is $17,000 and that is not enough for retirement. Sadly, that is the median savings for a 60-year old in this country.
What else have “THEY” told us that is just irresponsible thinking? In this blog we reflect upon the common saying, “It is what it is.”
Is ignorance really bliss? Let’s explore more of the common sayings that are meant to enlighten us, but just leave us scratching our heads.
The ins and outs of restricted stock grants and what you should know about how to best handle them for maximum output.
There is quite a bit written about the retirement crisis in America. Do you ever wonder if there is a crisis?