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Women face unique challenges when it comes to employment, income, and caregiving. As a result, they often must take a different approach when it comes to preparing for retirement. Here’s a look at some of the retirement hurdles women face and how to address them. This website commentary reflects…
Changing your investment strategy mid-stream will most likely have a detrimental impact on your results. Focus on what you can control when it comes to your investments. Don’t just think long term; act it too. This website commentary reflects the personal opinions and analyses of Gainplan LLC employees. It…
Long-term investors will experience a number of market downturns over the course of their lives, which can be triggered by everything from natural disasters to political turmoil. So, if you’re investing for retirement or another long-term financial goal, you need…
As you’re finishing up your 2021 tax return, you may be thinking your tax work is done until next spring. But getting a jump-start on next year’s taxes can help you get organized, saving you time and money when April…
Thad Schlaud talks about some best practices when protecting yourself from Cybercrime. This website commentary reflects the personal opinions and analyses of Gainplan LLC employees. It does not describe Gainplan LLC’s advisory services or client investment performance. Views in the commentary may change anytime without notice. Nothing here constitutes…
Guests, Paul Ewing and Jonathon Wojtkun, Senior Consultants at Charles Schwab Advisor Services, spoke with Thad Schlaud about Cybercrime and how to protect yourself. If you missed the call, you can catch the recording here. Paul and Jonathon work as technology consultants at Schwab, providing technology and operations strategy to…
Cultivating Financial Health Year-Round: A Monthly Guide Cleaning up personal finances is a common New Year’s resolution, yet it’s easy to let it slip as the year progresses. Here’s a practical month-by-month to-do list to help you maintain financial wellness all year long. Winter Preparation: January – March January: Organize…
The New IRS Tax Rates and Deductions for 2021 Although a year away, your 2021 tax planning should have already started. Amidst all the pandemic news and 2020 election drama, many might have missed that the IRS also quietly published new 2021 tax rates in late October. There are plenty…
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.