As the year comes to a close, and you’re busy rushing around to get those final presents for the ones you love, here are a few quick, last-minute strategies for cutting your tax bill on April 15. 1. “Take a small example, take a tip from me. Take all your money, give it all to charity.” Unlike the Sublime song,… read more →
This is the time of year when the temperatures turn brisk, leaves begin changing colors and fall, the smell of apple pie fills your kitchen, college football draws you in every Saturday, and you get notice from your employer that Open Enrollment must be completed in the next few weeks. Like tax season, this typically is a stressful time for employees… read more →
Imagine a savings account that allows you to save pre-tax money (like a Traditional IRA, 401(k), or 403(b) plan), allows that money to grow tax-deferred (like all types of IRAs, 401(k)s, and 403(b) plans), and then allows that money to be withdrawn tax-free (like a Roth IRA). It’s a tax savings trifecta! It’s a Roth IRA on steroids, but in… read more →
4 Steps to Keep You from Panicking During a Market Downturn Investors over the past 6 years have largely been able to invest aggressively with few consequences. (assuming they’ve been able to put behind them the tumultuous market correction of late 2008 and early 2009). The market events of last week starting in China that has spread globally as well… read more →