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Strategies to sidestep capital gains taxes
Nothing takes a bite out of investment gains like a capital gains tax. Unfortunately, investors consistently under-estimate the amount of capital gains taxes that can ... -
Simple strategies to simplify your estate
The loss of a loved one can be one of the most emotionally challenging things for anyone to face. Unfortunately, before many people have a ... -
Cash Balance Plan – How To Make 10 years’ worth of retirement contributions in one ...
According to the U.S Small Business Administration, there are nearly 28 million small businesses in the U.S. Unfortunately, only 44 percent offer 401(k) plans and ... -
7 Strategies for first time home buyers
The real estate market continues to heat up. Historically low unemployment and interest rates coupled with shrinking housing supplies has caused home values to increase ... -
Can you expect athletic or academic scholarships to be a part of your college funding ...
Determining how to pay for a college education can be one of the most financially challenging decisions a parent or child has to make. With over ... -
Best & Worst states for taxes
When it comes to income, it’s not what you make, but what you keep that counts. While many taxpayers think of Federal taxes as the ... -
7 misconceptions about owning a vacation home
If you have recently watched HGTV’s “Beachfront Bargain Hunt”, you’ll see that purchasing a vacation home may be more financially feasible than you originally thought. ... -
6 Retirement roadblocks that could disrupt your plans
The definition of retirement is evolving. Advances in technology and healthcare have contributed toward longer life spans and in turn, a change in retiree habits. ... -
5 Smart ways to invest your tax return
The Internal Revenue Service expects more than 153 million tax returns to be filled this year with nearly 111 million taxpayers receiving a refund. That’s ... -
Why your portfolio may be overdue for a rebalance
The market has been on a tear since the election. According to Bloomberg, the rally has added over $2.8 trillion in value to the ...