Downsizing is one reason you may be seeking a new career. Reaching a professional plateau is another. The fact is, many people change careers, sometimes more than once. With proper planning, you can start a fulfilling new career without sacrificing your financial security. 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
Our recent government shutdown has been a wake-up call for many people and shows how volatile our income and savings can be. Even if you don’t have a government job, does the possibility of an unplanned bill keep you up at night? Continue reading
Not every older American ends up in a nursing home or a retirement community. In fact, most older individuals continue to live at home, many with the assistance of some type of in-home care. In-home care can help you remain independent, and delay the need to enter a nursing home or an assisted-living facility. Continue reading
As the end of the year approaches, it’s time to consider strategies that could help you reduce your tax bill. Continue reading
As you prepare for life with your new child, it’s time to prepare a new financial plan for your family or make any necessary changes to your existing plan. Continue reading
The lazy days of summer are over and September brings new energy as everyone begins to focus on what needs to get done before the end of the year. It’s a time to take a fresh look at your financial health and recalibrate any items that need to be adjusted. Continue reading
Heading out of town for fun, rest and relaxation? Thinking about renting your space out for vacationers? Don’t forget your sunscreen and make sure you have planned for the unexpected. Continue reading
