Earned Income and your 1040 Form

If you are simply reinvesting this income, you may want to consider moving the money to investments with the potential to grow tax-deferred.

Read More

Fire Retirement

The FIRE movement represents a paradigm shift in how people approach financial stability and retirement.

Read More

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Read More

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Read More

Estate Management Checklist

A will enables you to specify who you want to inherit your property and other assets. A will also enable you to name a guardian for your minor children.

Read More

Preparing for Longevity

The financial aspect of longevity requires careful consideration; those nearing retirement age and those just starting work may have misconceptions about aging, not realizing that they may live much longer than their forebears.

Read More

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Read More

Investing with Your Heart

Some individuals believe that return on investment shouldn't be the only criterion for how they invest their money.

Read More

Tax Deductions You Won’t Believe

While Americans are entitled to take every legitimate deduction to manage their taxes, the Internal Revenue Service (IRS) places limits on your creativity.

Read More