Latest Articles
Tax (3)20 Articles
Wed, Sep 13, 2023
Planning to Do a Backdoor Roth IRA? Here's How to Get Your Tax Reporting Right
Don’t let your backdoor Roth IRA backfire on you! Make sure you have the correct documents and process in place when it comes time to report your backdoor Roth IRA to the IRS—here’s what you’ll need, and how to do it.
Wed, Jul 5, 2023
3 Ways to Lower Income Tax in Retirement
How can you make the most of your retirement income sources, minimize your tax bill, and keep more of what YOU earned? Here are 3 ways.
Wed, Jun 28, 2023
Timing is Everything: When Should YOU Take Social Security?
You can start collecting your monthly retirement paycheck from Social Security between 62 and 70 years old. Eight years is a wide window…so consider these major factors as you decide when to claim your benefit.
Wed, May 31, 2023
Saving for Your Kids Can Be a Lifelong Lesson in Financial Literacy
Savings accounts, financial literacy, and investments could potentially impact your child’s life forever. Discover 4 types of accounts for minors – and the possible tax benefits too!
Wed, May 24, 2023
How Can You Pay Less Capital Gains Tax?
How hard will you be hit by taxes on your investments this year? Let’s walk through three strategies to potentially help lessen the blow from capital gains.
Tue, Apr 26, 2022
Moving States: What Does It Mean for Your Finances?
Working remotely and ready to hightail it to a mountain chalet or beach? Before you move to a new state, consider the impact on your finances.
Special Report
6 Sources of Retirement Income
Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.