2 Important Breaks for Mature Taxpayers to Consider
If you’re an “experienced” taxpayer, you’re probably entitled to some age-based federal income tax breaks that younger taxpayers can’t claim. Here are some details to help you take advantage of […]
YOUR Money – What to Watch for in 2024
If you’re in, or nearing retirement, you may be wondering how the 2024 presidential election may impact your portfolio – and your retirement plans. Perhaps you’re wondering if you should […]
Deciding When to Transfer Wealth: Factors to Consider
Should you transfer wealth during your lifetime or transfer it to heirs after your death? Answering this question can be complicated because many factors are involved. For example, you might […]
Options for Overfunded or Unused 529 College Savings Accounts
Section 529 plans can be a tax-smart way to save for college and other qualified education expenses. Contributions to these plans aren’t deductible for federal tax purposes, but earnings and […]
Top 10 Investment Lessons of 2023
By: Larry Swedroe Last year was full of unexpected events – from a regional banking crisis, to rising geopolitical risks, to skyrocketing mortgage rates – that ultimately led to a solid […]
4 Common Estate Planning Pitfalls
Estate planning involves a lot of moving parts. So you’d be forgiven for overlooking or forgetting about certain issues when making decisions about transferring wealth in the most tax-effective manner […]
An Inside Look at Qualifying for Financial Aid
Parents with college-bound children often don’t understand the complexities of the financial aid process. They can’t plan for the tuition costs effectively without the right information on what to do […]
5 Ways Financial Advisors Can Help Start-Ups Succeed
Every business starts with a “seed” idea that germinates into a fledging business under the right conditions. The decisions that owners make when launching a start-up will impact its financial […]
Take Note of the Distinctive Features of a Roth IRA
For certain individuals, Roth IRAs can offer income and estate tax benefits that are preferable to those offered by traditional IRAs. However, it’s important to take note of just what […]
Year-End Tax Planning Tips for Individuals
As the holidays approach, it’s time to consider tax planning moves that will help lower this year’s tax bill, as well as set you up for tax savings in future […]
