Year-end is often a crucial period for proactively lowering your tax bill and taking steps to set yourself up for financial success in the year ahead. Use this year-end financial planning checklist to end 2023 on a high note and start the new year with confidence.
The new 529-to-Roth IRA transfer rule may make it easier to fund the next generation’s education by eliminating some of the previous risks involved with overfunding a 529 plan.
As you approach your golden years, healthcare planning becomes increasingly important—and often more financially challenging. While traditional Medicare offers a basic level of coverage starting at age 65, it doesn’t cover everything.
How you navigate the journey of combining finances as a couple, or the potentially tumultuous task of separating finances during a divorce, can have a substantial impact on your financial health and overall well-being.
For many people, financial freedom is within reach. However, it typically requires careful planning and discipline.
For the last several months, economists have debated whether a U.S. recession is imminent and if so, when it will take hold of the economy.
If you were caught off guard by your tax burden this year, now can be a great time to take steps to proactively reduce next year’s tax bill.
April is National Social Security Month. With the future of Social Security in question, financial planning will become increasingly important for those seeking a secure retirement.
The 2023 tax season is officially here, which means most taxpayers will be filing their tax return within the next month. Here are five steps you can take to help ensure the process goes as smoothly as possible this year.
In Part 1 of this two-part blog series, we examined why investors are hardwired for emotional investing. In Part 2, we’re sharing some of the potential costs of investing emotionally—and how you can avoid them.
Enduring the fluctuations of the market can be challenging, even for the most seasoned investors. Indeed, most of us know by now that staying the course is prudent—especially during periods of discomfort. Yet doing so may be easier said than done.
There are certain estate planning documents everyone should have, regardless of their age, stage of life, or net worth.
