What Is My Tax Bracket for the 2022 Tax Year?
It's never too early to start looking at your tax obligations for the coming tax season. The information in this article is for the 2022 tax year, which most taxpayers will file in 2023.The seven 2021 tax rates themselves didn't change...Read More
9 Questions to Ask Yourself During the Estate Planning Process
The estate planning process can feel overwhelming and forever ongoing - especially if you're taking it on alone. As you try to address every possible question or pain point your heirs may encounter, here are a few questions of your own...Read More
Could Custodial IRAs Help Young Adults Buy Homes?
Individual retirement arrangements (IRAs) are for retirement saving, right? Absolutely. Is that their only purpose? Not necessarily.Imagine using an IRA to save for a home purchase.Given current home values, yearly IRA contribution...Read More
Do You Have These 5 Financial Basics Down?
Working with a trusted financial professional is important when it comes to strategizing and preparing to meet your financial goals. But as most of us handle money on a daily basis, it's important to have an in-depth understanding of...Read More
What Is the Rule of 72? An Introduction For Investors
When it comes to saving for retirement, the power of compounding interest should never be underestimated. And as a responsible investor, it can be helpful to know how long it would take to double your investment at a fixed rate of...Read More
What Is a Meme Stock?
Until recently, the idea of getting your investment advice from social media, let alone from a forum like Reddit, probably seemed ridiculous. Trusting strangers to help you get "in" on the latest stock market fad is the antithesis of a...Read More
Value vs. Growth Investing: What’s the Difference?
At different periods of time, the stock market appears to favor one of two stock types - value stocks or growth stocks. Since the United States' 2008 market downturn, for example, the market has primarily favored growth stocks. The...Read More
College Savings Month: 5 College Planning Mistakes to Avoid
As a parent, you know that time with your kids can go by in the blink of an eye. So whether you are preparing to send your child to kindergarten or are dealing with teenagers, it's never too early (or too late) to start planning for...Read More
Preparing For a Business Valuation: A Guide For Small Business Owners
Whether you're selling your business, purchasing another or somewhere in between, a business valuation is the first step to determining the value of a business. Preparing for a business valuation isn't complicated, but the calculations...Read More
5 Myths About Generational Wealth You've Likely Heard
The Rockefellers, the Vanderbilts, the Gettys - all famous families known for their success in building and maintaining generational wealth. And while they've successfully passed down millions and billions of dollars to loved ones, the...Read More
Generational Wealth Planning: Growing and Protecting Your Wealth For Decades to Come
It's common for people to want to leave money behind for their children and family members after death. After spending years working to earn a living, people are proud to leave behind a legacy and help their future generations to be...Read More
The ABCs of Medicare: What Recent Retirees Need to Know About Their Coverage Options
Whether you've officially retired or are still working full time, it's possible your health insurance options are changing. Depending on your age or health status, you may soon be qualified for Medicare. While you've likely heard of it...Read More
You're Biased Toward Your Own Money. Here's What We Can Do About It
In one way or another, we all have a complex relationship with our own money. Because of that, it's hard to be rational all the time in how we use it. But where do our behavioral biases come from, and what can we do to counteract them?...Read More
Protecting Your Parents: Identifying and Preventing Elder Financial Abuse
Nobody likes to think of their parents getting older and needing assistance, but it is a reality many of us face. An important part of caring for your parents as they age is identifying and protecting them from elder financial abuse....Read More
How to Talk to Your Kids About Money
Opening up and starting conversations about how to handle money and finances with your kids may seem overwhelming, but it doesn't have to be. As a parent, it is your role to serve as a positive influence in their lives to get them on...Read More
A Roth IRA for Kids?
You may have heard about all the advantages of saving in a Roth IRA. You may have even thought to yourself, "I wish I started one earlier." While you may think you have 'missed out' you might be able to help your own children take...Read More
Guess What? Your Enneagram Type Says This About Your Spending Habits
Your view on money is shaped by many things - how frugal your parents were growing up, how your partner spends money today, your income level and your overall financial literacy. But one factor you may not have considered before? Your...Read More
The Justice Department Is Suing Google. As a Reminder...
The Justice Department Is Suing Google. As a Reminder, Here's How Antitrust Laws Affect Large CorporationsOn Oct. 20, 2020, the Department of Justice and 11 state Attorney Generals took the historic move in filing a civil antitrust...Read More
Investments Keeping You Up at Night? Managing Stress During Market Volatility
For millions, the pandemic has served as a source of financial distress and worry. This rings true, in particular, for investors of all kinds. Market volatility is the highest it's been since Black Monday, over 30 years ago - not to...Read More
Working Remotely? 7 Tips For Making Your Life Easier
In an effort to slow and stop the spread of COVID-19, people across the globe are urged and ordered to stay home and practice social distancing. As thousands of companies around the world make the switch to remote work, it can take...Read More
9 Ways to Save for Your Retirement If Your Company Doesn't Offer a 401(k)
A 401(k) is one of the best ways to save for a secure retirement, but if you work for yourself or a small enterprise, this added perk may not be available to you. However, that doesn't mean you can't still save for retirement on your...Read More
Running a business? Listen to these podcasts for the best ideas on how to scale
Are you trying to accelerate your growth? If you are running a business or thinking of starting one soon, then you probably have a long list of business books you want to read. But it can be hard to find the time to read like you know...Read More