Apr 15, 2025 | Age 55+, Family Finances, Individuals, Investing Basics
Achieving a comfortable and secure retirement requires careful planning and disciplined financial habits. Here are five essential strategies to help you succeed: Start Saving Early and Consistently The earlier you begin saving for retirement, the more you can take...
Apr 3, 2025 | Age 55+, Family Finances, Individuals, Investing Basics
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income but also to capital gains. Capital gains result when an individual sells an investment for an amount greater than their purchase price. Capital gains are categorized as...
Mar 21, 2025 | Age 55+, Family Finances, Individuals, Investing Basics
Every year, about 140 million households file their federal tax returns.For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage, retirement, and investment account statements; and relying on computer software to...
Feb 27, 2025 | Age 55+, Family Finances, Individuals
As tax laws evolve and personal financial situations change, it’s essential to stay informed about strategies that can help minimize your tax burden. Here are several tips to consider: 1. Maximize Retirement Contributions Contributing to retirement accounts like...
Jan 30, 2025 | Age 55+, Family Finances, Individuals, Investing Basics
By May 15, 2023, over 142 million taxpayers had dutifully filed their federal income tax returns. And they all made decisions about deductions and credits – whether or not they realized it.1 When you take the time to learn more about how it works, you may be able to...
Jan 16, 2025 | Age 55+, Family Finances, Individuals, Investing Basics
Reexamining your finances at the start of the year may not seem as exciting as making a commitment to healthier habits or fitness objectives, but financial wellness is closely related to both mental and physical health. You might be surprised at how simple it is to...
