If you are self-employed or own a small business and you haven’t established a retirement savings plan, what are you waiting for? A retirement plan can help you and your employees save for the future. Continue reading
Investing costs can be a key factor in your net return. To minimize those costs, you need to understand how mutual funds assess fees and expenses. Continue reading
Every year, interest rates on new federal student loans are reset by Congress for the upcoming academic year. For the first time in three years, interest rates will decrease in 2019-2020 for borrowers. Continue reading
Are you at retirement age and still working? You are not alone. Trends are indicating that more older individuals choose to continue to work either full time or part time once they reach retirement age. Continue reading
An insurance coverage review is a periodic reassessment of your insurance need. The main objectives are to confirm that the level of insurance coverage you have is still adequate, to alert you to shortages in coverage that can occur due to changes in your life, and to ensure that any cash value policies are performing as expected. Continue reading
As the parent of a child with special needs, you face many of the same challenges that any parent faces. But you’ll have to cope with some unique financial, medical, educational, and legal issues as well. Continue reading
On May 13, 2019, escalating trade tensions between the United States and China sparked a worldwide stock sell-off that wiped out more than $1 trillion in global equity values.1 Continue reading
The Tax Cuts and Jobs Act (TCJA), which passed in December 2017, made fundamental changes to the U.S. tax code, and 2018 returns were the first time most taxpayers could see the practical impact of these changes.
In an April 2019 Gallup poll, 43% of Americans said they were unsure how the new tax law affected them personally.
What makes you the happiest? What do you want to be remembered for? These are all important questions we all must ask ourselves at some point in our lives. Continue reading