When was the last time you gave yourself a financial checkup? As the saying goes, there’s no time like the present. This is especially true when it comes to reviewing…
Appropriate Checklists for Year-End Tax Planning
What are appropriate checklists for year-end tax planning? Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Typically, suggestions are grouped into several…
How 1% Can Make a Big Difference When Retired
Be very careful when making even small changes to your assumptions. Cut a pie into 100 slices and what do you have? Barely a nibble. Seemingly an inconsequential share…
Maintaining Your Financial Records: The Importance of Being Organized
An important part of managing your personal finances is keeping your financial records organized. Whether it’s a utility bill to show proof of residency or a Social Security card for…
Figuring Out a 401(k) Strategy That Works for You
Matching your tolerance for risk with your investment objectives. Everyone wants a comfortable retirement, but the road you take there will depend on your specific situation. When you invest,…