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Are you "lucky" enough to have to worry about #3? Did you remember #5? Explore all 10 tips on this tax season checklist.
March 7, 2024
Are you “lucky” enough to have to worry about #3? Did you remember #5? Explore all 10 tips on this tax season checklist.
Average retirement spending for those over 65 is $48,872 a year. See average spending in specific categories and how to project your own needs.
Learn about the value of restricted stock units and how to use this compensation to your financial advantage.
Explore 10 things to think about – lifestyle and financial factors – when considering the best state for retirement.
Are you in a tax friendly state for retirees? Explore the best states for taxes and review the income and sales tax rates in all 50 states.
Noted financial planner Cody Garret discusses his passion for empowering people to get educated and build comprehensive financial plans.
Explore how different philosophical and cultural definitions of time can provide insights into your financial decision-making process.
Managing money can seem complicated. Personal finance Rules make navigating your choices simpler.
We have significantly improved your ability to model paycheck deductions and employer contributions to savings.
The average retirement age is… Find out and discover how to determine when you can securely retire… Age 50? 62? 75?
Do retirees have an obligation to work? Are the benefits of a retirement job worth it? Many say no way.
Consider all the strategies for maximizing saving opportunities while you are working.
Gain valuable insights into common tax terms and some of the most popular strategies for reducing what you pay.
You don’t want to and can’t afford to get retirement wrong. Here are tips to make sure you are ready, willing and able to have a retirement without regrets.
The research is clear, luck is more important to success than hard work and intelligence. Find out why and explore 10 ways to get luckier.
If you want a secure retirement, you need to go about estimating retirement expenses. Get 9 great tips for succeeding at this difficult task.
You need a retirement plan even if you don’t want one. Here are 3 tips for overcoming the mental blocks to achieving a secure financial future!
Revisit your estate values and plans annually to make sure everything is up to date and to ensure your long term wishes are fulfilled.
Steve talks with Brian Portnoy, founder of Shaping Wealth. They discuss how holistic well-being fits within the context of financial planning.
If you are misinformed about long term health care costs, you might not get the care you want. Find out how much it costs and how to pay for it.
Here are a few commonly misunderstood financial terms across investments, taxes, insurance, retirement, and estate planning.
Your home is a valuable asset. It is also a powerful financial tool for retirement. Explore 5 ways to use your home equity. Read now…
Steve, Paul, and Patrick discuss financial education, the need for better financial solutions, and the importance of ethics in planning.
More and more couples over the ages of 60 are favoring cohabitation over marriage. In fact, cohabitation among people over the age of 60 more than quadrupled between 2000 and 2020. What is Driving the Trend Toward Cohabitation? There are quite a few factors driving the trend toward cohabitation for people over 50 or 60.…
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
