End-of-Summer Financial Reset: Preparing for Q4 Tax Planning

Women can experience more challenges saving for retirement than men, and unfortunately, COVID-19 has added even more challenges.

“If the current annual inflation rate is only 2.3 percent, 1 why do my bills seem like they're 10 percent higher than last year?

The coronavirus pandemic has motivated financial professionals to take full advantage of technology . Many of them are pairing various tech solutions with their unique human touch to help clients improve their financial well-being.

If you're self-employed or own a small business, you've probably considered establishing a retirement plan.

End Of Year $ Moves It’s that time of year again; close to the end! As we enter the last quarter of the year, remember these money moves that you still have time to make: Add to Your 401K.

Review your saving and spending habits and assess what you can do to save more this year. Definition of Savvy: having or showing perception, comprehension, or shrewdness especially in practical matters.

Why are more people feeling financial stress despite the strong economy we’ve experienced since the recession? Many Americans are losing sleep over money, according to a January 2019 survey by Bankrate . The media may report a ‘strong U.S.

“Financial literacy refers to the set of skills and knowledge that allows an individual to make informed and effective decisions through their understanding of finances.

Most parents want what is best for their children, but sometimes have habits themselves that equate to teaching their children poor financial habits.

More people are choosing to become self-employed with one in three Americans leaving their jobs to go on their own.

It’s that time of year again; kids go back to school, the election season is near, fall holiday planning starts, and suddenly we all move closer to the end of 2018.

Divorce is a common occurrence in the US, with 50% of all first marriages ending in divorce. According to the American Psychological Society, that is even higher for those marrying a second time.

How did you learn to manage money and understand the value of investing?  Did your parents relay to you what they knew about money or did you read books on budgeting and investing in figuring it out yourself?

We all desire the flexible lifestyle, to not work or work when we want. Wouldn’t it be great to spend more of our lives not working than working?

For some people retirement is all about the numbers; the age you plan to retire, how much money you need, and so forth.

If you’re considering alternative investments this year, you should thoroughly think through the consequences of investing in some of the most popular ones in the media.

A Quick Guide to Saving in 2018 Start Saving More NOW! If you started saving for retirement early, chances are you’ll hit your retirement goal. If you’re like most Americans, you didn’t start right away and are playing ‘catch-up’!

The Starting of the New Year has many of us making resolutions to make changes in some part of our lives. Whether it is health or money related, starting the New Year off with a plan feels good!

If you aren’t utilizing your health savings account (HSA) at your employer, you’re missing out on a great way to save for retirement health care expenses.

With ‘wedding season’ in full swing, chances are you will be attending a wedding that may be a second marriage.  Statistically in the US, one third of weddings are a second marriage for at least one member of the couple ( https://www.soundvision.