As you near your retirement, you may be aware that you’ll need to start taking RMDs, or Required Minimum Distributions, shortly after your 70th birthday. But you might not know which is the best of...
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09/25/18
08/25/18
Qualified Charitable Distributions: A Unique Way to Save on Tax Bills
With the recent changes to the tax code, you might be wondering how your charitable contributions will be affected. Will you still be able to write them off? What happens if you don’t...
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07/25/18
When to Start Taking Social Security If You’re Younger Than Your Spouse
You and your beloved are nearing your golden years. Your decades of hard work, sacrifices and smart investments are finally going to pay off. And when it comes to Social Security benefits, you’re...
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06/25/18
The Surprising Tax Deduction Every Landlord Needs to Know About
If you want to energize a room full of people, pose the following question: “What do y’all think? Is real estate a good investment?” Even among financially savvy people, this question can bring...
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05/14/18
Hey Gen-Xers, Here are 6 Ways You Should Plan for Retirement
If you’re part of Generation X, you might think there’s nothing to be done about retirement: You’re either ready… or you’re not. In fact, nearly 40% of your peers already feel like...
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04/12/18
Video: Learn How to Tune Out the Stock Market Noise
Here’s a great video by Dimensional Fund Advisors which drives home the emotional ups and downs of the stock market. Enjoy with the sound...
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