Account Types: IRA Account (Part 3 of a 5 Part Series)
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What is an IRA account?
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Account Types: Roth IRA (Part 1 of a 5 Part Series)
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Do you know what a Roth IRA account can do for you?
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Maximizing Your Contributions
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Don’t miss out on opportunities to contribute money towards your retirement accounts and potentially lower your taxable income. Here is some helpful information about contribution limits and how they apply.
Read MoreRinging in the New Year with New Rates
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Here is what you need to know about 2022 retirement contributions.
Read MoreThe Safe Withdrawal Rate
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Most people want to enjoy their retirement—doing things and going places while they are still young enough to do them—all the while making sure they don’t spend their nest egg too quickly.
Read MoreDonor-Advised Funds
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As a financial planner and partner in a tax firm, I spend a lot of time planning financial futures and thinking through tax consequences. Occasionally, a donor-advised fund can make sense.
Read MoreCombating the Bag Lady Syndrome - Part 2
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Although the Bag lady Syndrome is common, there are things you can do to squelch this fear when it bubbles to the surface. In this article, I focus on insurance coverage, specifically looking at life insurance and disability insurance.
Read MoreCombating the Bag Lady Syndrome - Part 1
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Many women have a fear of losing everything. Studies show Bag Lady Syndrome affects women regardless of age, marital status and socioeconomic class.
Read MoreWithdrawing From Your Retirement Account Before Age 59½ Without Paying A Penalty
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Retirement accounts are not intended to be used as an emergency fund, but with the pandemic and recession already lasting 5 months, many emergency funds have been depleted.
Read MoreAdulting 101 - Getting Back on Track
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As cities and states begin to open back up, now is a great time to get your finances back on track. Here are 5 things you can do to get moving in the right financial direction when you get back to work.
Read MoreAdulting 101 - You Got Laid Off – Now What?
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Losing your job is stressful in any situation. Being told you’re losing your job through no fault of your own during a global pandemic and a recession, however, can bring on additional feelings of panic.
Read MoreCARES Act Suspends Required Minimum Distributions for 2020
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The new CARES Act that was just signed into law provides a large number of aid provisions, including one that will help retirees and holders of inherited retirement accounts to lower their 2020 tax bills.
Read MoreThe 5 Most Notable Changes in the SECURE Act 2019
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There is a lot to know about the changes the SECURE Act of 2019 brings, so we have compiled a list of the five most noteworthy items we think you should know about.
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To Roth or Not to Roth
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Investors have many different options when it comes to saving for retirement. One of the best options for the Millennial generation is the Roth IRA. Margaret outlines eight interesting facts about Roth IRAs so you can decide which type of retirement account is best for you.
Read MoreSitting in the Shade
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Understanding the concept of compound interest and the importance of starting retirement savings as soon as possible.
Read MoreWhat If Vacations Never Ended?
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Summer is coming to an end. How do you plan for a permanent vacation?
Read MoreEntering the IRA Through the Back Door? Take Your Tax Advisor Along!
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Retirement accounts come in different “flavors,” each with its own special features...
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Financial Planning Focuses on the Only True Silver Bullet
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Do you follow the financial rules of thumb?
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