Getting your estate documents completed is no easy task nor is it an easy conversation to have. Having the big three documents – Will, Power of Attorney, and
The IRS has recently announced updated income limits for individuals who save into IRAs and Roth IRAs. Depending on your income, you can receive a full
Traditional Medicare (Part A and Part B) will cover a wide range of medical expenses, in which each part addresses different types of expenses (Part A –
Many individuals working for large corporations are offered a compensation option in the form of restricted stock. While the rules set forth in how they are
Donor Advised Funds: How to Donate Tax-Efficiently
While the typical purpose of donating is for altruistic reasons, individuals can take advantage of donations
Open enrollment periods for working and retired individuals will begin to open soon for many employees. This will allow you to make any changes, if needed, to
Many individuals find themselves in a situation where they wonder if they should stay in place or move during retirement. For individuals that do decide to move
Divorce can be a reality for some couples. When going through this process, there will be financial consideration to address i.e. primary residence, joint
While there are various ways to go about saving for college, 529 plans remain a very popular choice due to their numerous tax and saving advantages. Setting one
While the main point of a Roth IRA is to help you save for retirement (along with any other type of retirement savings account), life can take a sharp turn
In this current low-rate environment, the decision to refinance to a lower rate and/or a lower term mortgage can be a relatively simple choice to make