Don’t Forget IRA Contributions For 2017
Don't worry if you forgot to contribute to an IRA in 2017. Unlike a 401(k), which requires employee contributions to be made in the same [...]
19
01, 2018
5
01, 2018
Social 529 Plans – Get Help From Friends and Family
Saving for a child’s college tuition is no easy task, even when utilizing 529 plans. One company, however, is doing their best to make it [...]
29
09, 2017
Finance Friday: Annuities – The Opposite of Life Insurance
There can be a lot of confusion when considering investing in an annuity. To simplify things for my clients, I often like to explain annuities [...]
16
12, 2016
Planning – Annual Gift Limits
Do you have a family member that is impossible to shop for? If so, you are not alone. I happen to be that person in [...]
15
03, 2016
What Are People Doing With Their Tax Returns?
Tax season is here! That’s exciting news for many people who are expecting returns, but not everyone is. For better or worse, here’s the rundown [...]
5
01, 2016
Forget Retirement – Seek Financial Independence in 2016
Retirement: the act of leaving one's job and ceasing to work. Financial Independence: having sufficient wealth to live on without having to work There’s a [...]
11
12, 2015
This Strategy Saved Us Thousands on Healthcare
Do you have a child or other family member that requires significantly more medical care than the rest of the family? I do. My [...]
8
12, 2015
I’m 34 Years Old. Am I Falling Way Behind on Saving for Retirement?
I’m 34 years old and haven’t started saving for retirement. Am I falling way behind? That’s a great question, and there are two vantage points [...]