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Tips for Traveling Abroad

For many people, there’s perhaps nothing more exciting than traveling to a new country, experiencing different cultures, tasting exotic foods, and exploring unfamiliar landscapes. But before you take off on an international adventure, consider that a little...
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15 Facts about Social Security

It’s easy to take Social Security for granted when retirement is years away, but with 94% of the U.S. workforce covered by Social Security,* it’s likely that this program will play a role in your financial future, perhaps even sooner than you think. Here...
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How do I figure the tax on the sale of my home?

In general, when you sell your home any amount you receive over your cost basis (what you paid for the home, plus capital improvements, plus the costs of selling the home) is subject to capital gains taxes. However, if you owned and used the home as your principal...
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Is there a new way to calculate my home office deduction?

Yes, but first it’s important to understand what hasn’t changed. To qualify for an income tax deduction for home office expenses, the IRS still requires that you meet two tests–the place of business test and the exclusive and regular use test. To...
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Saving through Your Retirement Plan at Work? Don’t Let These Five Risks Derail Your Progress

As a participant in your work-sponsored retirement savings plan, you’ve made a very important commitment to yourself and your family: to prepare for your future. Congratulations! Making that commitment is an important first step in your pursuit of a successful...
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Business Owners: Don’t Neglect Your Own Retirement Plan

If you’re like many small business owners, you pour your heart, soul, and nearly all your money into your business. When it comes to retirement planning, your strategy might be crossing your fingers and hoping your business will provide the nest egg you’ll...
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