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Featured Retirement Taxes

Why Today’s Retirees Need to Pursue Tax-Minimization Strategies

IRAs are the name of the game for today’s retirees. While they come with helpful tax breaks for savers, pulling money out in retirement comes with major tax ...
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Featured Lifestyle Money

Why More Women Need to Take a Seat at the Money Table—and How Men Can Help

The role of women in the management of family finances has had a dismal record in past decades. Traditionally, men have taken the lead in earning and spending ...
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Featured Lifestyle Money Retirement

Climate change is impacting retirement plans. How older Americans are adapting

The threat of climate change is shifting some older Americans’ retirement plans. Extreme weather such as hurricanes, flooding, freezing temperatures and wildfires has prompted some to rethink where ...
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Featured Money Retirement

How Your Investment Strategy Should Change and Evolve as You Age

“Our financial lives tend to become more layered and complex as we move from our 20s to 30s and beyond. What we strive to accomplish when we’re in ...
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Featured Retirement Taxes

How President Biden’s Tax Proposals Could Affect Your Retirement Plan

Biden’s proposal would equalize the tax benefits of saving for retirement by instituting a refundable tax credit for contributions into a traditional retirement plan such as a 401(k), ...
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Income Money Retirement Taxes

Should I pay off my mortgage early?

There are a lot of factors to consider when deciding whether to pay your mortgage off early. Before making any financial decisions, make sure you step back and ...
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Featured Retirement Taxes

Good Planning Can Reduce the Chances of Taxes Hurting Your Retirement Funds

There are a lot of pieces to the retirement tax-planning puzzle, but lucky for you, that means you have a lot of options to help control your taxes. ...
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Retirement Taxes

Joe Biden’s tax plan, explained

The ink is barely dry on President Joe Biden’s $1.9 trillion Covid-19 relief bill, and the conversation is already shifting to some of the next items on his legislative agenda ...
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Fed sees stronger economy and higher inflation, but no rate hikes

The Federal Reserve on Wednesday sharply ramped up its expectations for economic growth but indicated that there are no interest rate hikes likely through 2023 despite an improving outlook and ...
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Featured Taxes

Be Ready for Big Changes: 2021 Tax Planning

Some fear that these tax increases will be retroactive to January 1, 2021, which is certainly possible. The last time a significant tax increase was enacted retroactively was ...
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