How to Avoid Surprise Taxes
No one wants to have surprise taxes, especially at this time of year. Be aware of how you might incur them and give yourself the gift of avoiding them.
No one wants to have surprise taxes, especially at this time of year. Be aware of how you might incur them and give yourself the gift of avoiding them.
When it comes to charitable giving, cash is not always king. Here are 3 ways to maximize your charitable giving in a financially smart way.
How to understand Medicare and all its different parts can be quite confusing for someone who is close to 65 and not on a plan. Get a high-level look at the differences and what they mean to you.
Aging is not the first thing people think of when they think about retirement. If not planned for, it can be a burden. Long-term care is inevitable for most of us. Learn the options for how to pay for your long-term care if the need arises.
Plan ahead for your retirement income needs with these 3 easy steps. When completed, you will have a baseline number for the amount of income you will need in retirement.
The amount of money you need to retire is highly debated. The truth is, it’s different for everyone. These 5 steps can help you plan the right amount for your specific situation.
Acronyms like FSA, HSA, and HRA add complexity and confusion to open enrollment season. Learn the differences to make the best decision for you.
Health Insurance open enrollment is happening now for many companies. If you are confused by the jargon and what it all means, read on for clarification. Knowing the basics will help you choose the right plan for you and your family.
There are five key ages to consider when answering the question of when you can retire.
Are you considering retirement? Before you do, there are a few questions you should answer to help you plan.