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        1. 10 Tax-Smart Strategies With December Deadlines
          This year marked the first time taxpayers filed their returns under the Tax Cuts and Jobs Act of 2017 (TCJA). Due to the sheer number of changes introduced, many taxpayers may not be aware of steps that need to be taken before year-end to help manage their tax exposure under the new law. That’s where year-end tax plann
        2. What Could Improve Women's Retirement Outlook
          There’s bad news and so-so news about the retirement insecurity of American female workers in the new Aegon Retirement Readiness Survey 2019. But the good news is that if employers, the U. S. government, financial advisers and those workers take a few key steps, today’s cloudy retirement prospects for women could becom
        3. 5 Money Moves to Make 10 Years Before You Retire
          If you're 10 years away from retiring, take these key steps to make sure your finances are in check for when you make the leap. Here are five ways to prepare your finances, according to experts. You have worked and saved and worked some more, and now you're finally 10 years away from retirement—first of all, congratula
        4. Using A Solo 401(k) For The Soon-To-Retire Entrepreneur
          The Roth IRA Peter Thiel used to amass billions in tax-free dollars has renewed interest in using tax-advantaged retirement plans as a means for accumulating wealth. What hangs up entrepreneurs is they don’t want to set aside wealth only to have it be taxed away. Whether you think of this as greed or good business, tax
        5. Here's the checklist business owners should use when planning to reopen
          After nearly two months of disruption, businesses around the US are impatient to resume operations. In one survey, half of small businesses said they were actively working on a local re-opening plan. In a separate question, half also said they could re-open in less than a month after restrictions end. In order to reope
        6. I’m Retired. Should I Pay Off My Mortgage?
          It’s 5 p.m. on a Tuesday, and you tune in to a radio show as you sit in gridlocked traffic.
        7. Preparing Your Information for Disaster
          When COVID first hit, like a lot of people, I began to think about my own mortality in a new light. Here was this unknown illness that was striking people down. What if it were to happen to me? What I felt wasn't so much a fear of my own mortality, but worries about what would happen to my family if I were no longer he
        8. 6 Little-Known Perks of Filing Taxes Jointly
          Welcome to a new year and a new tax season. For married couples, you have the option of filing separately or filing taxes jointly. Which route you
        9. Five Retirement Myths vs the Reality
          You may be looking forward to retirement, but misinformation could complicate your plans. This article reveals five common myths around retirement, how to recognize them and how to work around them
        10. Sandwich generation: How do you decide whose needs come first?
          Squashed, spread too thin, nothing left. This is not how you want your lunch described, but for those who are part of the “sandwich generation,” these descriptions are all too accurate.