The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed late last year and set in motion real changes for how you will manage their retirement going forward. Here is a break-down of the changes and thoughts for managing the...

This is the second year of the so-called, “Trump Tax Cuts” aka Tax Cuts and Jobs Act, enacted at the beginning of 2018. Controversies around these cuts, other than adding to the national debt, is that it capped itemized deductions to $10,000, includi...

Not so exciting to day-traders is the rationale for why time invested surmounts all other trading strategies. Calendar year returns define the bonus size of portfolio managers and sends the wrong message to investors who have decade(s) of time on the...

If you’ve contributed to a workplace retirement plan and have since left your job, you would then be eligible to rollover your 401(k), 403(b), or 457 plan into a Traditional IRA. There are few reasons to consider a rollover, or not to, depending on y...

After engaging in financial planning, you should expect to receive more than just a plan document. The plan, however important, should correctly include a summary of your financial goals and all the action items to help you reach them. It might also...

It’s that time of year you can elect your benefits through work. Your employer may offer a Health Savings Account (HSA) and/or a Flexible Spending Account (FSA). Here are some differences and how to use both.

Flexible spending accounts, if offered, ar...

If you’re sitting on some cash that you don’t immediately need, it may be worthwhile to review options for socking it away. First off, you should always keep enough cash in case of an emergency or for a looming expense. This is called a cash reserve,...

Life insurance is more than just a strategy to provide for your kids should something happen to you; it's also a wealth accumulation tool. Generally, you should first consider life insurance if you have dependents who would suffer financially should...



If you moved abroad, working, and wondering about your options for saving for retirement, then this article is for you. Unlike in the U.S., it can be less obvious as there are the additional tax and investment considerations that make saving for re...

Ready to turn in the badge and call it quits? If retirement is calling your name, you may be wondering what's next, as you contemplate all that's involved.

Planning for retirement can be an overwhelming exercise. Already facing a new Iifestyle, ther...

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