Resources
Retirement
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
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Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
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IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
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Investments & Money
Global vs. International: What’s the Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
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Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
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Estate
Taxes
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
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How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
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Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
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Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
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