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Advanced Tax Planning Ideas: Tax Loss Harvesting & Ways to Quantify the Benefits
When you lose money on certain investments, you can typically claim the loss against other investments, and in some cases, you may even be able to claim all or a portion of the loss against regular income. Called tax-loss harvesting,...
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5 Easy-to-Digest Security Tips for Cyber Monday
Cyber Monday is one of the most popular shopping days, competing each year with Black Friday when it comes to scoring holiday deals. While online shopping continues to grow in popularity, it also opens the door even wider for those...
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How to Spend Less During the Holidays
The holiday season is quickly approaching, and with it comes more opportunities to spend time with friends and family—but also more money. There’s a lot that goes into this time of year, from hosting family and friends to...
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5 Year-End Tax Planning Tips for Small Business Owners
Tax planning preparations include small-business owners taking necessary measures to optimize their taxes by taking advantage of deductions and benefits. Here is a brief tax planning overview for small-business owners preparing for tax...
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Long-Term Care Planning for High-Net-Worth Families
Long-term care (LTC) planning is a significant financial decision that requires thoughtful consideration and precise planning. This undertaking can be more complex for high-net-worth families due to a more extensive and diverse asset...
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Understanding IRMAA and Why it Really Matters
IRMAA, which stands for Income-Related Monthly Adjustment Amount, is a term that may not be familiar to everyone. However, for individuals enrolled in Medicare, IRMAA can have a significant impact on their healthcare costs. Here are...
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Retirement Security Starts With Visualizing Your Future
Planning for your financial future and retirement looks much different now than in previous years. Some people must supplement their Social Security to have enough to maintain their desired lifestyle. This means financial planning is...
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Baby Boomers Are Overestimating Social Security
The Social Security system has long been a cornerstone of retirement planning, providing a safety net for millions of Americans who have paid into the program throughout their working lives. For the Baby Boomer generation, born between...
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Watch Out for Student Loan Repayment Scams
This past June, the Supreme Court struck down President Biden's plan to cancel up to $20,000 in federal student loan debt for qualified borrowers. As a result, millions of student loan borrowers are scheduled to start paying back...
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Fed’s Core Inflation Focus vs. Retirees’ Real World
On September 13, 2023, it was announced that August saw inflation record its biggest monthly increase for all of 2023 as energy prices rose significantly. Specifically, the Department of Labor reported that the Consumer Price Index...
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Women and Investing: Greater Risks and Challenges
Despite progress toward financial planning and saving, women often face challenges regarding their financial security. Among these challenges is more time away from the workforce, the gender pay gap, and other factors that impact their...
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August is a Great Time for Back-to-School Lists
Summer could be a great time to create a back-to-retirement list too. It’s hard to believe, but soon Labor Day will be in the books. The weather will start to turn a little cooler, college football will return and the kids will...
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After Inflation, Eyes Shift to Q3 GDP
Wall Street is slowly starting to talk about an “expansion economy” and forgetting about any recession fears. July’s consumer inflation report was soft, so attention will soon shift to gross domestic product in the...
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Why Invest?
To accumulate wealth, people may choose to invest their money into various types of investments. Investing creates opportunities that otherwise would be difficult to manage due to the consistency of contributing to the investment....
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