Home – Resources – Monthly Newsletter
Jun 1, 2020
The Federal Trade Commission received almost 1.7 million fraud reports in 2019, and about half of reports included consumer age information.
May 1, 2020
It’s difficult to achieve positive results without planning, yet less than half of workers ages 55 and older have actively planned for retirement. Planning is even less common for those ages 45 to 54.
Apr 15, 2020
According to the IRS, personal tax records should be kept for three years after filing your return or two years after the taxes were paid, whichever is later.
Mar 1, 2020
If you don’t think you’re going to be able to file your federal income tax return by the due date, you can file for and obtain an extension using IRS Form 4868, Application for Automatic Extension of Time to File U.S.
Feb 21, 2020
Instead of viewing your goal as ONE BIG NUMBER, try to break it down into an anticipated monthly income need.
Oct 7, 2019
If you were to become financially independent, what would change? Would you spend your time differently? Live in another place? What would you own? Would you work part-time? Ultimately, you want to define how you choose to live your life. It’s your dream, so there’s no wrong answer.
Sep 11, 2019
Keep in mind that any payouts for covered LTC expenses reduce (and are usually limited to) the life insurance death benefit that would go to your heirs, and benefits can be much less than those of a traditional long-term care policy…
Aug 20, 2019
Growth and value are opposite investment styles that tend to perform differently under different market conditions.
Jul 31, 2019
Estimated tax is used to pay both income tax and self-employment tax, as well as other taxes reported on your income tax return.
Jun 4, 2019
Review a summary of your portfolio’s total return (minus all fees) and compare the performance of each asset class against a relevant benchmark…
Join The Conversation