It’s America Saves Week!Today starts a national campaign for Americans to save more money.
Tax Deductions And CreditsTax deductions lower your taxable income. Tax credits provide a dollar-for dollar reduction of your income tax liability.
Key Retirement Birthdays: Age 50Many birthdays are key to successful retirement planning. We’ll spend the week looking at the ones I think are key to your success.
Get The FAFSA Form Done First!The first step in finding financial aid for college is to get the FAFSA (Free Application for Federal Student Aid) form done.
Year End Gifts To CharityMany people give to charity each year, especially during the holiday season, but there are some guidelines to follow.
Give It Away This Tax SeasonYou can only deduct contributions you give to qualified charities.
Retirement Plan LimitsLet’s start with the employer plans, 60% of employers offer some sort of retirement plan, but only about 50% of employees take advantage of the plans offered.
What You Need To Know When You Are Somebody’s SpouseWhen you become somebody’s spouse you begin to look at things as a couple, such as finances.
Mid-Year Tax Planning For Your Retirement PlansMid-year is a good time to take stock of your retirement accounts.
Mid-Year Tax Planning For College GradsThere is tax planning for the recent graduate or their parents who want to give them advice.
Financial Goals When Baby Makes 3Where there were two there now could be three, four, or more if you used fertility drugs.
The Roth IRAWith a Roth IRA you use after-tax dollars to make your contribution.