Why You Should Aim to Break Even on Your Taxes
Do you get a large tax refund or owe money to the IRS every year? Learn why this is not a good strategy and how to optimize your tax withholding to break even on your taxes.
Do you get a large tax refund or owe money to the IRS every year? Learn why this is not a good strategy and how to optimize your tax withholding to break even on your taxes.
Mint, the leading budgeting app for many years, is shutting down on January 1, 2024. If you are one of the millions of Mint users, you might be wondering what to do next. Don’t worry, there are plenty of other great budgeting software options that can help you manage your money. In this article, we will review some of the best ones and how they compare to Mint.
A CFP is a certified financial planner who has met rigorous standards of education, experience, ethics and exam. Learn what a CFP can do for you and how to find one.
If you inherited a 401(k), you need to know your options and take the right steps to avoid unnecessary taxes and penalties. The rules for inheriting a 401(k) depend on your relationship to the original account owner and the type of 401(k) they had. This article will explain the general guidelines for spouse and non-spouse beneficiaries, and provide some useful resources to help you make an informed decision.
A financial advisor is more than just an investment manager. They can also help you with insurance, estate planning, and referrals to other professionals. Learn how a financial advisor can listen to your goals and dreams and help you achieve them.
How to invest in a 401k is one of the most common questions I get as a financial advisor. In this article, I will explain the factors that affect your 401k investment choices, such as your risk tolerance, your goals, and your options. I will also share how I can help you with a free complimentary 401k review.