Following a solid tax planning strategy throughout the year is an integral part of any financial plan, but there are special considerations to make as the year
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By now, there’s a good chance that the recent market downturn resulting from the COVID-19 pandemic has left you questioning your investment strategy. In
Diversification is one of the cornerstones of traditional investment advice. The most common saying we hear is “never put all your eggs in one basket” and
If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the
The goal for your saving plan is up to you. Some people enjoy travel or the latest electronics. Others may save for school or a home purchase. While there are a
Car ownership is necessary for many of us to get around, especially for those who live far from public transportation. While you may choose to drive something
Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several
If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new
The Coronavirus pandemic has affected us all in ways that we didn’t anticipate at the start of the year, especially when it comes to our finances. And
There are over 30 million small businesses in the United States. Many people start their own businesses in order to become their own boss and take control over
Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit to manage your investments when you can
