Wherever you are in life, these tips may help you get on solid financial ground and help you stay there. Get specific with your goals. There’s an old expression: “If you don’t know where you’re going,…

A successful retirement begins with having the money you need to enjoy your new status as a “retiree”. A big component of retirement financial security is having an effective, tax-strategic withdrawal…

If you’re like most people, your student loans probably feel like a ball and chain. Every month, you dutifully make a payment knowing that you’ll be making that same payment next month, the month after…

Tips to help you make the most of your retirement savings, stock options, and employee benefits when you leave a job. Whether you are switching jobs or retiring, you may be faced with several financial…

Adding international investments to your portfolio offers two potential benefits: diversification and growth. 1. Diversification. Because U.S. and international markets sometimes experience ups and downs…

Required Minimum Distributions, often referred to as RMDs, are amounts that the U.S. federal government requires you to withdraw annually from traditional IRAs and employer-sponsored retirement plans.…

Investing Consolidate your retirement accounts. If you have retirement accounts with former employers, consider consolidating them in an IRA or your current employer’s retirement plan. Fewer retirement…

Looking to simplify your life so you have more time to do what you love? Start with your banking habits. Use direct deposit for all your income. There is no need to make a trip to the bank and wait in…

WHEN YOU SELL AN INVESTMENT, the difference between the price you receive from the sale and your basis (generally what you paid for it) is either a capital gain or a capital loss. If you sell at a profit,…

Achieving a Better Life Experience (ABLE) accounts are new tax-favored savings accounts offered by states that enable certain individuals with disabilities to save for qualified expenses without losing…