Are Beneficiaries of Trusts Required to Pay Taxes? After working hard your whole life, like most people, you want to be able to provide financial security for yourself as well as your family and loved ones. This is why financial planning is important. Having a...
Correcting Your Retirement Course RETIREMENT & LONGEVITY Plan B can turn into something beautiful. On the road to retirement, having spent decades working, saving and planning for your desired lifestyle, imagine approaching the one sign you didn’t see coming:...
Change the Game With a Retirement Plan Attracting and keeping valuable talent is only one of many benefits. Retirement plans are a must-have for recruiting and retaining employees and helping you stand out in the competitive labor market, but there are a lot of...
Could You Thrive in a Niche Retirement Community? RETIREMENT & LONGEVITYThings to consider – and learn – before joining a community with like-minded retirees. Not long ago, most planned retirement communities revolved around a golf course, a few tennis courts and...
Homebuyer in a sellers market? Focus on your preparation FAMILY & LIFESTYLE Purchasing a home is among life’s greatest milestones. But such a big buy requires careful preparation, especially in the current seller’s market. First things first The first step most...
Which Education Expenses are Considered Qualified? FAMILY & LIFESTYLE Learn more about what the savings in a 529 plan can help pay for. 529 plans are valuable education savings tools – they allow you to invest after-tax dollars in an account that will grow...
How to Combat Healthcare Cost Inflation in Retirement RETIREMENT & LONGEVITY Health-related expenses can arise unexpectedly. Learn how to prevent them from throwing your long-term plan off track. You’re ready for retirement. You’ve prepared mentally, emotionally...
When is tax season? Everybody who works is legally required to contribute taxes to the government. Failure to pay taxes on time can result in penalties which can quickly add up if you are not careful. Therefore, it is important to know when is tax season to ensure you...
What is federal income tax? There are numerous types of taxes that most working people end up having to pay. These taxes can be levied by the government at all levels from local to federal. The income tax is one that is levied by the federal government each year on...
What is a Defined-Contribution Plan? When you eventually retire you want to make sure that you are financially secure enough to maintain the quality of life that you desire. This means you will need to start making plans to invest to ensure you have the capital you...
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