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A Good Time For Tax Planning

As the end of 2012 approaches, we know you are busy with holidays, family, and travel, but it is also a good time to do some last minute tax planning. Currently, a significant number of tax breaks, collectively known as the Bush-era tax cuts, are due to expire on Dec. 31, meaning taxpayers could have […]
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Things To Plan For In Retirement

Being financially independent for retirement is one of the top goals for Americans. However, a recent study shows that half of Americans will die with almost no assets, and half of Americans will rely only on Social Security for income. With low asset levels, paying for unanticipated expenses and even raises in cost of living […]
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Why you need a financial plan

Why You Need a Financial Plan Part 3

In this series so far we covered how a financial plan can help you optimize your Social Security benefits. Click here to read part 1 and part 2. With advances in technology, you can easily analyze and compare different strategies and the results that follow. The purpose of a financial plan is to discover and establish […]
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SMART 401(k) Investing

401(k) retirement plans can make the difference between a financially secure retirement and the specter of running out of money. These plans offer tax benefits and the opportunity for your savings to compound over time. So it’s important to understand every aspect of how your 401(k) plan works, whether you’re just getting started or you’re […]
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SMART Tips for Selecting a Financial Professional

Choosing a financial professional-whether a stockbroker, a financial planner, or an investment adviser-is an important decision. Consider the tips below as you make your choice. Also the third page of this document has a list of questions you can ask a financial professional whose services you are considering. Tip 1. Do your homework and ask […]
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Looking for Better Returns? Try Alternative Investments

Many of us have an investment portfolio or work retirement plan. Investing is an important component for retirement planning and financial independence. We saw however in the 2008 financial crisis that sometimes investing can produce losses, not gains! The three main traditional asset classes to invest in have been stocks, bonds and cash. Recently, another asset […]
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Tips For Couples Talking Finances

 Finances are an important but often neglected topic in relationships. Studies have shown that money is the No. 1 reason why couples argue, yet talking about it is surprisingly a low priority. According to Fidelity Investments, less than half of couples manage household finances together and only 38 percent talk openly about retirement planning. It […]
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Smart Strategies To Retire Wealthy

Retiring comfortably is one of the top goals for Americans. Having a large finance nest egg when it comes time to retire helps you fulfill your retirement dreams. The good thing is that retiring rich is not as difficult as it seems. You can plan smart and follow some financial advice early to ensure you […]
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