Your Personal Emergency Fund
When the COVID-19 pandemic first hit, many people’s emergency funds were suddenly put to the test — if the funds existed at all. Now, about a year later, and presumably …
Have a foreign account? File an FBAR
Any U.S. person who has a financial interest in, or signature or other authority over, any foreign financial accounts must file a Report of Foreign Bank and Financial Accounts (FBAR) …
What’s your financial personality?
We all want to keep our finances on track, but doing so can be difficult without a clearly expressed plan. Everyone’s strategy doesn’t have to be complex, but it does …
Consider Taxes Before Moving Out of State
With so many people working remotely these days, it’s become common to think about moving to another state — perhaps for better weather or to be closer to family. Many …
Catching Up on Catch-Up Contributions
When it comes to retirement planning, many people tend to focus on two things, opening a retirement savings account and then eventually drawing funds from it. However, there are other …