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Systematic Withdrawals in Retirement
Many of us grew up with the concept that making regular, periodic contributions to our retirement account was a sound investment strategy.
What If You Get Audited?
“Audit” is a word that can strike fear into the hearts of taxpayers. However, the chances of an Internal Revenue Service audit aren’t that high. Between 2010 and 2020, the IRS only audited 0.49% of all individual tax returns.1
Filing Final Tax Returns for the Deceased
When a family member passes away, there are many decisions that need to be made and many emotions to handle. The last thing anyone thinks about is taxes.
Counteracting Capital Gains with Tax-Loss Harvesting
Tax-loss harvesting means taking capital losses (selling securities for less than what you initially paid for them) to offset any capital gains you may have.
Asset Allocation
If you live in or have visited a big city, you’ve probably run into street vendors – people who sell everything from hot dogs to umbrellas – on the streets and sidewalks.
Diversification, Patience, and Consistency
Regardless of how the markets may perform, consider making the following part of your investment philosophy:
Rebalancing Your Portfolio
Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach?
Insuring Your Business With a Buy/Sell Agreement
Life insurance is designed to help protect a household from the financial hardships that may follow the untimely death of a primary wage earner.
Preparing for the Expected
As Teddy Roosevelt once observed, “Old age is like everything else. To make a success of it, you’ve got to start young.”
Life Insurance Myths Debunked!
Have you ever heard someone claim they don’t need Life insurance? Or that insurance is too expensive? Maybe they’ve even said, with certainty, that all the coverage they need is provided through their employer.