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What Investors Should Know Before Using A Robo-Advisor

Posted on January 31, 2023January 31, 2023 by Dee

Robo-advisors are online investment management platforms that use algorithms and technology to provide automated financial advice to clients. They often require little to no minimum investment and offer lower fees compared to traditional human, financial advisors. Services offered can range from portfolio management to tax optimization and personalized investment recommendations based on a client’s risk tolerance and financial goals.

Healthcare Can Cost You Thousands During Retirement. Here’s How to Plan For It.

Posted on January 30, 2023January 30, 2023 by Matt

No matter how healthy you are, it would be best to plan for higher healthcare bills once you retire. All payments made to a medical professional, facility, or insurance company, such as premiums, deductibles, copayments, and coinsurance, are included.

Could You Survive On $16,000 Per A Year? You May Need To If You Rely On Social Security

Posted on January 29, 2023January 29, 2023 by Dee

Despite frequent reminders, many ignore the need to save separately for retirement. An estimated 33% of Americans have no retirement savings, but more alarming is that 30% of those aged 55 and…

If You Put Money In A Retirement Account, You Might Qualify For A Huge Tax Credit

Posted on January 29, 2023January 29, 2023 by Dee

Investing in your financial freedom might win you a tax advantage this year. When filing your federal tax return, you can claim a portion of your contributions to qualified retirement savings accounts (Saver’s Credit). Your eligibility and the amount you are eligible for vary according to your retirement plan, adjusted gross income, filing status, and other variables.

Is Social Security At A Tipping Point?

Posted on January 28, 2023January 28, 2023 by Dee

We’ve spent the last decades inching toward a world with too few workers and too many retirees depending on their labor, like a train crash in slow motion. Have we finally reached the tipping point?

Here Are 14 Methods for Improving Your Financial Decision Making

Posted on January 28, 2023January 28, 2023 by Dee

According to some estimates, humans make a staggering 35,000 decisions every day. That equates to about 2,000 options for each hour of awake time. Thankfully, most decisions (such as what to eat for breakfast or what shoes to wear) are made swiftly and spontaneously. However, several decisions in life require a more thorough approach.

New Law May Spell The End For RMD Penalty Forgiveness

Posted on January 26, 2023January 26, 2023 by Dee

The price for any error with RMDs is 50% of what’s missing, which may be tens of thousands of dollars, representing a significant amount of money. Now is the chance to make amends if you failed to make your RMD payment by December 31, 2022, paid the incorrect amount or learned you made a mistake in a prior year. The sooner you remedy it, the more probable it is that the IRS will waive the penalties, and your odds are strong, despite the agency’s reputation for severity.

Digital Estate Planning, Here Is Why It Is Important

Posted on January 26, 2023January 26, 2023 by Dee

Today’s money is controlled through online banking accounts, investing applications, trading platforms, and cryptocurrency exchanges. However, as the saying goes, you cannot take it with you. What happens to the funds in your online accounts when you pass away? Who receives it, and how does that function?

Multigenerational Financial Planning is Important

Posted on January 26, 2023January 26, 2023 by Matt

Moving forward into the new year, breaking the underlying rule that money is too forbidden to discuss between family members is crucial. Inevitably, family members will need to find common ground regarding…

Tax Season Has Begun; Here Are Four Helpful Tips

Posted on January 23, 2023January 27, 2023 by Henry

According to the Internal Revenue Service, the formal tax season began on Monday, January 23. To make the 2022 tax filing season easier, here are four helpful tips that you should do before the end of January.

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Recent Posts

  • What Investors Should Know Before Using A Robo-Advisor
  • Healthcare Can Cost You Thousands During Retirement. Here’s How to Plan For It.
  • Could You Survive On $16,000 Per A Year? You May Need To If You Rely On Social Security
  • If You Put Money In A Retirement Account, You Might Qualify For A Huge Tax Credit
  • Is Social Security At A Tipping Point?
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