What does it take to minimize your tax bill, not just this year but in the years to come?
The answer varies for each individual. Tax optimization strategies
How many of your financial choices are based purely on logic?
It could be fewer than you think.
That’s because most of us make money decisions with our emotions
When are you going to retire?
How did you make that decision?
Many of us look at finances and health when we’re deciding when to retire.
Whether or not we realize
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a
Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important
Can you relate to any of the following?
- “I should have bought that stock before the company went public!”
- “What a shame — I wish I had invested in that new
How much do you really know about retirement benefits?
If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement
How many years will your retirement last?
What are the chances you’ll live past 90?
Most of us answer those questions wrong because we don’t have strong longe
