You can use a variety of strategies to pay off debt, many of which can cut not only the amount of time it will take to pay off the debt but also the total interest paid. But like many people, you may be torn between paying off debt and the need to save for retirement. […]
Pay Down Debt or Save for Retirement? Read More »
Looking for longer-term market trends that might shape the next few years Let’s be honest for a second: the DJIA, the S&P 500, NASDAQ, and the Russell 2000 all delivered one of the most surprising years in recent history. And while many are happy to see 2021 in the rear-view mirror, the 2021 performance for
What Can the Best/Worst Stocks of 2021 Tell Us? Read More »
Know what to do if you inherit an IRA from a spouse or someone else As we get older, it is likely that we might inherit an IRA from mom or dad – or we need to counsel mom or dad as they inherit an IRA after one of them dies. The rules are different
IRA Beneficiary Rules Directly From the IRS Read More »
When you hear the term identity theft, the first thought that comes to mind may involve a data breach or opening a credit card in someone else\’s name. But another common type of identity theft involves the use of someone\’s Social Security number to unlawfully intercept their income tax refund. Unfortunately, this fraud often isn\’t
How to Recognize and Protect Yourself Against Tax Identity Theft Read More »
