The tax code, with all of its hundreds of pages of regulations, stipulations, and loopholes always leave something be learned. Not only is the U.S. Internal Revenue Code massive, different write-offs and deductions occur at different stages in life, so it's unsurprising if you don't know the details of the IRA (Individual Retirement Account) Qualified Charitable Distribution.
Even if you're not ready to retire, understanding how you benefit from Social Security can help with your retirement plans.
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
With low interest rates and rising home values in recent years, the current real estate market looks very different than it once did. While owning a home is the quintessential American dream, not everyone is able to purchase a home when they desire. For those who do choose to buy a home, here are some financial aspects to consider.
An HSA can offer considerable tax benefits when used correctly. For those who are eligible, careful consideration should be given to determine if an HSA fits into their financial plan.
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
When thinking about our physical health, it’s common to take a "big picture" approach. So why don’t we approach our financial health the same way?
We recently received a question, “What are the pros and cons of separate vs shared finances in a relationship?” As with all things financial, there is no single answer that works for everyone; however, for the long-term health of a relationship, finances are an important area to navigate. While it is difficult to determine exactly how many divorces are caused by financial arguments, it is clear that financial stress is among the leading reasons of...
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?