Browsing: Planning

Guido Mieth | Moment | Getty Images’Your IRA is an IOU to the IRS’Traditional IRAs are the oldest and most common type of IRA, owned by…

My wife, Mika, and I took a survey this week about our approach to money. The survey asked us to respond to a number of statements…

Is you tax preparer giving you tax planning advice? For that matter is your financial advisor giving … [+] you tax planning advice?getty Many people confuse…

Retirement for couples isn’t just about financial planning—it’s about building a future together that balances shared dreams, individual goals, and a secure lifestyle. And, conversations around…

In this episode, we sit down with Mike Richardson, former SVP and CTO of Nationwide, who retired at 55 to embrace a fulfilling second act. Mike…

We often hear buzz phrases like “building a legacy” and “generational wealth.” , but lets talk about what establishing a successful blue print to successfully pass…

Welcome to the Last Month of the Monthly Money Makeover Series!  We’ve made it to the final installment of the Monthly Money Makeover series! Over the…

The early part of the year, before tax season kicks in, is an ideal time to make a plan for your … [+] stock compensation.Shutterstock Decision-making…

Year-end-planning issues with equity comp in 2024 include stock-market uncertainty and post-election … [+] impacts.Shutterstock Year-end is always a key time for financial and tax planning…

After your divorce is finalized, there are numerous matters to address. One important task you … [+] should not overlook is updating your estate plan.getty Estate…