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steps to take if retiring in 2018
Critical steps to take before choosing to retire Determining the most ideal time to retire is no easy task. In fact, transitioning from a typical ... -
Auto Leasing VS Buying
Should you purchase or lease your next vehicle? Auto buyers often have preconceived notions about whether it is better to lease or buy a vehicle. ... -
4 Smart Ways to Invest Your Tax Refund
If you are expecting a tax refund this year, you are not alone. According to the IRS, 155 million tax returns are expected to be ... -
Financial Considerations For Age Gap Marriages
Deciding who to share your life with is usually based upon factors other than retirement planning. After all, most couples do not begin their relationship ... -
New Gift Tax rule applies for 2018
The annual gift tax exclusion is one of the most misunderstood financial concepts in the financial world. Changes in estate tax laws on both the ... -
6 IRS audit red flags you cannot overlook
There are few things taxpayers fear more than an audit letter from the Internal Revenue Service. Despite the worry an audit can cause, the number ... -
Tax Reform 529 Plans
New Tax-reform enhances the versatility of 529 education plans Addressing college tuition expenses and ballooning education debt continues to be a challenge for both students ... -
What to do if you are missing cost basis information
As 2017 came to a close, many investors made last minute choices regarding the sale and purchase of various securities. From tax loss harvesting to ... -
Smart Money Moves to consider for 2018
If you find yourself considering resolutions for the New Year, you are not alone. From health and wellness to a full financial make-over, New ... -
Avoid the financial challenges that come from too little life insurance
Losing a loved one can be one of the most challenging things for a family to face. Unfortunately, many families are thrust into worrying about ...
