September 2020

Year-End Tax Planning

As the end of the year approaches, it\’s time to consider strategies that could help you reduce your tax bill. But most tax tips, suggestions, and strategies are of little practical help without a good understanding of your current tax situation. This is particularly true for year-end planning. You can\’t know where to go next […]

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How to Protect Your Wealth as You Get Older

As you get older and closer to retirement, your financial practices need to shift slightly as you transition from working and saving to relying on your nest egg. As you approach this stage of your life, you need to take steps to protect your wealth. Keep these tips in mind.   Shift Toward More Conservative

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Smart Investing to Reduce the Bite of Taxes

Three things to look for when buying an index fund or ETF   As tax season comes to a close, you realize exactly how much you paid in taxes and naturally will ask the question, “what can I do to reduce my taxes next year?” The very short and simple answer to this question is

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National Life Insurance Awareness Month

Should you really consider getting life insurance when you are close to 60?   September is National Life Insurance Awareness month. And while most of us likely recognize that life insurance provides us peace of mind and security, there may be a few things you don’t know. Life Insurance is Not Just for the Young

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