If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving. While almost any larger nonprofit organization has an active planned giving program, it may come as a surprise that many smaller nonprofits are also eager to work with their donors on planned giving options.
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a team.
If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse mortgage. Borrowing money from your home equity might sound like a good idea, but is it actually a wise move financially? Here are some things to consider when making the decision to take out a reverse mortgage on your home.
If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the same thought process and, in fact, one in four couples quit their jobs within a year of each other. But retirement is a decision that should be carefully thought out. Here are some things to consider when deciding whether to retire at the same time as...
There are over 30 million small businesses in the United States. Many people start their own businesses in order to become their own boss and take control over their schedules, career goals and finances. It can be incredibly rewarding to start and own a successful small business. But one thing that many small business owners may not think about is a retirement plan. As a business owner, you may assume that family members will take...
