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Oct 5, 2020
Contributions to a Roth IRA are made with after-tax dollars — you don’t receive a tax deduction for money you put into a Roth IRA.
Aug 27, 2020
Investing time periods are usually expressed in general terms. Long term is typically considered 15 years or longer; mid term is between five and 15 years; and short term is generally five or fewer years.
Jul 28, 2020
The health and economic crisis created by the coronavirus (COVID-19) pandemic will have a long-lasting impact on how we all will travel going forward.
Jul 3, 2020
A larger percentage of men age 16 and older (69.2%) are participating in the workforce than women (57.7%).
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.
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