Famous People Who Died Without Proper Planning
You might think celebrities have it all—they usually have cars, homes, jewels, and abundant wealth. However, many are missing a critical component: an estate plan.
Retirement Savings in a Volatile Market
If you worry about your retirement investments during market downturns, you’re not alone. Unfortunately, emotions are often the enemy of sound investing. We cover some points to help you stay clear-headed during periods of market volatility.
Changes in the Section 30D Electric Vehicle Credit
The Inflation Reduction Act of 2022 changes to the tax credit for electric vehicles. If you are in the market for an electric vehicle, review the new rules to help you maximize the credit you are allowed.
Will You Benefit from Biden’s Student Loan Relief?
On August 24, President Biden announced federal student loan debt which includes up to $10,000 in loan relief and up to $20,000 in loan relief to borrowers who received a Pell Grant.
IRS Providing Penalty Relief to 1.6 Million Taxpayers
To help struggling taxpayers affected by the COVID-19 pandemic, the IRS is providing penalty relief to most people and businesses who file or filed certain 2019 or 2020 returns late.
What an Economic Slowdown Means for Your Small Business
While experts argue over whether or not we’re in a recession, small-business owners have more pressing questions, like, “How is a recession going to affect my business?” We explore ways to survive hard economic times.
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.