There is an early retirement movement going on: financial independence, retire early (fire), an effort among millennials in particular to …
Happy Financial Literacy Month
April is Financial Literacy Month, a time to raise awareness about the need for financial education. April 2021 marks the …
Estate Planning 101
Tips for organizing your estate to preserve your assets for your designated beneficiaries. Estate planning is not an exercise relegated …
The Lifetime Gift Tax Exemption and Annual Gift Tax Exclusion
There are tax-free limits on what you can gift in a year and during your lifetime. While it may feel …
How Tax-Loss Harvesting May Help Lower Your Tax Bill
A volatile year in the financial markets can create opportunities for reducing your taxable income. Many investors use the closing …
Six Ideas for Paying Off Student Loans
While federal student loans payments are on hold, take time to put a strategy in place to pay off this …
The Basics of Medicare Advantage Plans
Take a look at Medicare Advantage plans as you search for the best option for your health care needs. There …
Gifts & Taxes: What to Know Before You Give
You can be generous with your loved ones during the gift-giving season without running afoul of the rules. One way …
Long-Term Care Costs & Choices
You or someone you love may need long-term care at some point in your life. Planning ahead can help ease …
Understanding the Business Cycle
While you may get wrapped up in news headlines and short-term swings in the markets, the reality is long-term investment …