Mastering Your Financial Journey

No matter where you are in life, you may have at least a few financial goals. Perhaps you want to buy a house, save for your child’s...

When helping people get ready for retirement, financial professionals find the same issues come up over and over. Thinking ahead can...

As you age, the question of when to collect Social Security (SS) retirement benefits will likely come to mind. There is no one size fits...

Financial literacy refers to the skills and knowledge that allow an individual to make informed and effective decisions through their...

In golf, as in finances, there are a few rules of thumb that may improve your game: keep a level head, avoid traps, practice before...

As you near retirement, it's likely you'll have many questions about Social Security. How much will your retirement benefit be? When...

If you've ever wondered why so many lottery winners (an estimated 70 percent) seem to blow through all their winnings so quickly, the...

With April’s federal tax filing and payment deadline on the horizon, Americans are dotting their i’s and crossing their t’s as they...

Major considerations How much will you need in retirement? When do you plan to retire? What kind of lifestyle do you desire? How much do...

Amid the 1,650-page, $1.7 trillion omnibus spending legislation passed by Congress last week and expected to be signed by President Biden...

What is it? Introduction If you're the beneficiary of a large inheritance, you may find yourself suddenly wealthy. Even if you expected...

What is business tax planning? When starting a business, you must consider a number of tax-related issues. Although business tax planning...

What is a trust? A trust is a legal entity that is created when you transfer property to a trustee for the benefit of a third person. The...

Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and...

Change may be difficult, especially when you try to change your financial habits. The process might be easier if you take an incremental...

After years of saving and planning for their golden years, many people nearing retirement fail to consider the tax burden they may face...

For many people, a new year provides a new start—and nothing says "new start" like a fresh new set of financial goals. But setting these...

As we approach the last quarter of each year, it is a good time to plan for the next one. Year-end planning is especially important for...

What are year-end investment decisions? Year-end investment decisions may sometimes result in substantial tax savings. Tax planning may...

Here are some things to consider as you weigh potential tax moves between now and the end of the year. 1. Defer income to next year...