Resources

Retirement

The Cost of Procrastination

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

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

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

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?

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

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

Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
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Saving for College 101

Saving for College 101
Here's a crash course on saving for college.
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Estate

Taxes

You May Need to Make Estimated Tax Payments If…

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

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

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

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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