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 »
Regardless of whether you prepare your taxes yourself or use a professional\’s services, it\’s a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we\’ve listed some key information you need when preparing this year\’s taxes. Your Personal Information The personal information you may
Tax Prep Checklist: Everything You Need to Be Ready for Tax Season Read More »
Your long-term retirement strategies must account for inflation – or else You hear it all the time: you should make sure your retirement savings at least keep pace with inflation. But what is inflation and how does it really affect your retirement savings? Let’s explore. Inflation is defined as an increase in the general level
Inflation: The Not-So-Silent Retirement Killer Read More »
The first step to improving your finances is to get organized. These top Amazon finds can help you create a monthly budget, plan your spending, and safely store your important insurance or personal documents for easy access when you’re at home or on the go. On your desk It’s important to sit down and budget,
The Best Items to Help You Organize Your Finances and Important Documents Read More »
Getting ready for retirement is both exciting and daunting. While you are likely looking forward to the enjoyment and relaxation that retirement may bring, you are also cautious about ensuring you have enough money to be able to retire in the comfort you anticipate. If your retirement years are on the horizon, below are a
Five New Year\’s Resolutions for Those Nearing Retirement Read More »
