Will Social Security run out of money? You may have heard warnings about this dire scenario, though this assumes no action will be taken. So, what’s the real risk of Social Security disappearing?
How’s my portfolio doing? Is it beating the S&P 500? This is a common path that many investors take when evaluating their investment strategies, especially when a well-known index like the S&P 500 rallies ahead of many others – but should you? Here's a closer look at the S&P 500 and three principles to confidently build and evaluate your strategies.
I’m thinking about buying a rental property but what should I...
When the market is up, terms like bull market and economic expansion pass by without concern. But when the market turns down, terms like correction, bear market and recession add confusion to uncertainty and increase anxiety. But, what do these terms actually mean?
If you worry about aging parents, you’re not alone. Worldwide, the...
Taxes are a big part of life, most notably in that rush to file your...
Where will my paycheck come from when I’m retired? If you’re about to...
Is my social security taxable? How much will I pay? Is there anything I can do? These are very common questions when thinking about your retirement income plan. Here's what you need to know.
When it comes to leaving your hard-earned wealth to the next...
Would you like to win the lottery? Receive a large inheritance? Receive a multimillion dollar sports contract? For many, sudden wealth ends up closer to a nightmare than a dream. Avoid these common sudden wealth mistakes!
When thinking of investment risk, market risk is just one type of risk to address. What else should you consider? Here are three risks you should account for in your investment plan.
The S Corporation has become one of the most popular entities for small business owners because it offers many of the protections of incorporation without being subject to some of taxes faced by other kinds of companies. But with all its benefits, we find a few mistakes that many business owners make. We collaborated with Chet Syversen, owner of Curated Accounting, to bring you 5 tips to avoid these common mistakes.
Paying for college isn’t cheap and it’s not getting cheaper, whether you’re planning for kids or grandkids. Here's why a 529 plan is a great first step toward making sure your children or grandchildren can achieve their educational aspirations.
6 ways to use required IRA and 401(k) distributions you don't need to save taxes and make an impact on loved ones and causes you care about.
All investments involve risk but not all risks are equal. Are you investing or speculating? Both have a place but come with different risks and outcomes. What are the differences and how can you place each one properly in your plan?
