Investing: Passive, Active, or Both?
You may be wondering which approach is most effective—passive or active management—but there may be good reasons to hold both in a well-diversified portfolio. We look at some of the pros and cons to consider.
How Much Life Insurance Do You Need?
Throughout your life, your need for life insurance will change, but how much do you need? There are a number of approaches to help determine how much life insurance you should have. We look at three of those methods.
Even if You’re Not Required to File a Tax Return, You May Be Missing Out if You Don’t
Some people may choose not to file a tax return because they didn’t earn enough money to be required to file, but many social benefits for lower income individuals require a return to be filed to claim those benefits.
Paying for Graduate School
If you’ve decided graduate school is is in your future, remember returning to school as an adult often involves financial sacrifices. How will you pay for it? Personal savings, financial aid, employer-funded tuition, and private loans may be available to you, and education tax credits might help out at tax time.
What Does The Inflation Reduction Act Mean To You?
The Inflation Reduction Act of 2022 includes a variety of provisions, including substantial green energy incentives, reduction of Affordable Care Act insurance premiums, IRS funding, corporate minimum tax, and more. We explore how this will affect you.
Advertising and Publicity Basics for Small-Business Owners
Advertising and publicity are two separate but very important components of a well-rounded marketing communications plan. Small-business owners need to determine which combination may result in the best possible return on investment on their marketing dollars.
Women and Money: Taking Control of Your Finances
Many women have financial needs that are unique to their situation in life. With a financial plan in place, you’ll be better able to focus on your financial goals and understand what it will take to reach them.
Financial Basics for Millennials
If you’re a young adult, chances are you’ve been introduced to the realities of adulthood. While you’re excited by the opportunities, the millennial generation faces a unique set of challenges, including a competitive job market and significant student loan debt that can make it difficult to obtain financial stability.
Steps You Can Take to Grow Your Business to the Next Level
For small business owners, growing a business is a fine balance. Growing too quickly can significantly damage the trajectory you’ve set, while grow too slowly can let your competitors pass you.
Portability of Unused Estate Tax Exclusion
Married taxpayers have a special benefit that allows a surviving spouse to make what is called a portability election, allowing the surviving spouse to add the deceased spouse’s unused estate tax exclusion to their own.